Many individuals draft their Last Will in their 30’s or 40’s and think they are set for life. At this age, their children are all minors, their only assets are a small or fledgling business, their net estate is the down... Continue Reading
DEAR HARRY: I’m faced with a problem regarding my uncle’s estate. I’m the executor of the estate, which is now 95 percent in stocks and bonds. The total estate is a little less than $600,000, not including cash of $28,000.... Continue Reading
70% of those 65 or older will need long-term care services at some point in their lives, and in many cases, their kids will become their caretakers. People in their later years need to talk to their adult children about this... Continue Reading
In the Pennsylvania Superior Court case of Estate of Cynthia Ann Fuller, PICS Case No. 14-0358 (PA. Super. March 3, 2014), the Honorable James J. Fitzgerald, III writing on behalf of the appellate court held where a parent... Continue Reading
Do I have to pay taxes on dividends received in my Roth IRA? Nope. Whatever you invest in a Roth IRA grows free of taxes on capital gains and dividends. Your ultimate withdrawals will not be taxed, either-if you follow the... Continue Reading