inheritance


How Do You Measure a Life Well-Lived – And How Will Your Children?

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Is a life well-lived measured by how much wealth we acquire or is it measured   

7 Steps to Take When You Inherit an IRA

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An IRA can be a wonderful account to inherit. However, the rules are complex and   

Protect Your Family by Planning Your Wealth Transition Now

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Ask the right questions now, and gain peace of mind for you and your family.

What Will You Do With Your Inheritance?

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Inheritances represent a fork in the road for beneficiaries with the stakes high for making a big mistake. Here are five tips to keep you on track.

Supreme Court: Inherited IRA Accounts Are Not Retirement Funds

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It makes sense when you consider why retirement accounts are protected.

Should You Consider a Trust?

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Historically, only 10% of inherited wealth ever makes it to the third generation.

Teach Your Children Well – Or They Are Likely to Waste Their Inheritance

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Studies estimate the baby boom generation is set to inherit $11.6 trillion over the next   

Planning on Leaving your Legacy to your Children? Make sure they can handle it first. Part 1 of 3.

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Make sure they can handle it first. Part 1 of 3.

Don’t Throw Away Your Legacy!

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Designating an IRA beneficiary is almost an afterthought for most IRA owners. Lack of attention   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437