Webinar: Estate Planning Advice for the Retired And High Net Worth

When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more. Brad Newman, our lead investment advisor located in Harrisburg,[...] Continue reading

Why Is Having a Will Important? 

Written by: Bryson Roof | Financial Advisor Why Is Having a Will Important? Having a written Will and Last Testament helps ensure that all your wishes are carried out after your death. It names an Executor to administer your estate, who will receive your assets, and who will become guardians of your children and pets. When there is no written will at your time of[...] Continue reading

How to Pass on Your Money Without Spoiling Your Children

Written by: Bradley Newman, CFP® | Lead Financial Advisor If you have sufficient assets in your portfolio, you're probably planning on leaving a portion of them to your children. While passing on your wealth gives your offspring a head start and safety net as they move forward in life, it's crucial that they know the proper ways to handle their inheritance without[...] Continue reading

Webinar: How to Protect Your Stuff in 3 Easy Steps

You don’t need an estate and billions of dollars to need a will. No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later. Bryson Roof will walk you through how you can protect your stuff in just three easy steps with Jeffrey R. Bellomo,[...] Continue reading

No Will for Prince? His estate planning mishap

The media recently reported two shocking items: the death of Prince and the possibility that he passed away without a Will. Given Prince’s well-known efforts to control his music and career, this would be surprising. If true, it would not be the first time we have seen a celebrity pass without leaving specific estate directions. The immense wealth of his estate,[...] Continue reading