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December 2014 Archives

How can you or your heirs benefit from a trust?

Whether you live in Pennsylvania or another part of the country, you probably want to put your assets and money to the best use, both while you are living and after your death. Trusts, often overlooked, are one of the best ways to not only protect your assets, but to take advantage of benefits, such as tax breaks.

Mirror, mirror, on the wall, who's the best beneficiary of them all? p2

We are fully recovered from Thanksgiving and we are ready to circle back to our Nov. 20 post about naming beneficiaries for retirement accounts. Completing that one form can make the world of difference to your heirs. Making a mistake on the form or altogether forgetting to fill it out could also make the world of difference to your heirs, but not in a good way.

Estate planning for non-traditional family groups

In today's society, there are very few Pennsylvania families that fit the traditional mold. In fact, the very idea of the "traditional" family is being redefined, as people form connections that create an intricate web of loved ones. However, when it comes to estate planning, accommodating an individual's wishes to include family members from different relationships can be a challenge.

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Larmore Scarlett LLP

Larmore Scarlett, LLP
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