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The loss of a spouse is an emotionally challenging and overwhelming experience. In addition to the grief that accompanies such a loss,...

Some retirement plans require spousal consent to validate changes or other actions like withdrawals and rollovers. This rule generally...

Your estate plan should include careful consideration of how to distribute your retirement accounts. When completing a beneficiary form...

Under longstanding Pennsylvania law, retirement savings vehicles like individual retirement accounts (IRAs), 401(k) and 403(b) accounts,...

The do-it-yourself ethos is one we heartily applaud. Most services provided by attorneys are not cheap, so the notion of taking care of...

Many have had to experience a loved one’s death and deal with the probate process. An executor is a person named in the Will whose job is...

The Disabled Beneficiary Someone who is unable to manage their financial affairs or who is eligible for government benefits, such as...

When creating wills and trusts involving children or grandchildren, parents are faced with tough decisions about how to leave their...

Our series of posts presenting real-life situations about the consequences of dying without a will. Preparing your will is not expensive...

It takes a good deal of time and effort to prepare thorough wills and trusts. At the same time, many of us approach beneficiary...

Joint bank accounts are very common. Frequently, a parent puts a child on an account to help with bill paying. Joint accounts do come...