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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Why Estate Planning Is Important to Younger Adults

Most young adults don’t consider estate planning a priority. Young adults in their twenties and thirties often think they don't own enough to constitute an estate. However, an estate is the total of all you own – money, investments, real…

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Why Should You Avoid Probate Court?

You may have heard that it's best to avoid probate court if you can. But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem, or how to…

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Baby Boomers Are Not Prepared For Retirement

Bankers Life Center for Secure Retirement commissioned The Blackstone Group to perform a study of how prepared baby boomers really are for retirement, and the results are troubling. According to the survey above, the bleak financial reality of this demographic…

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Who Will Inherit the Farm?

Imagine a pair of aging parents that have been farmers and own their farm. Now, though, they’re getting on in years and they’re considering moving into a smaller place. One of the daughters and her husband help run the farm,…

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The Duties of a Trustee

You would like to help your friend Rose, who has asked you to be her trustee, but you are worried about all the duties that come with being a trustee. You would be managing Rose’s property for her and for…

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The Fiduciary Responsibilities Explained

At some point in your life, you may be faced with a request to become a power of attorney for a friend or family member. Your person may be planning for when they might become unable to take care of…

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