Legacy Planning – How to Use Your Money and Wealth to Help Bring Your Family Together

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Thomas Bucher died in 2008, at the age of 59 leaving his $1.25 million estate   

A Will Does Not Allocate All of Your Estate Assets

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In many cases there are two separate groups of assets to be addressed.

Do You Have an Estate Plan or Just a Fancy Piece of Paper?

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Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.

The Missing Piece to Robin Williams' Estate Plan: A Guidance Memo

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You could help save your family a lot of stress and confusion.

The One IRA Mistake That Could Cost Your Family Thousands

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Each financial institution has a unique default beneficiary sequence.

Do Your Parents Have a Will?

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Having this conversation can save a lot of time and money.

Is a Simple Will Enough?

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Everyone’s situation is unique.

What Happens if You Die Without a Will?

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This summer Gettysburg celebrated the 150th anniversary of one of the greatest battles in the   

Lessons From Whitney Houston’s Estate Plan

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A great reminder.

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