Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...
The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose...
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Hershey...
This May, let’s encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let’s spread joy and positivity this Older...
