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Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already …
You Have an Estate Plan — Whether You Know It or Not Read More
WILMINGTON, DE – A new survey from Bryn Mawr Trust, a WSFS Company (Nasdaq: WSFS), reveals that Americans assign an average value of $191,516 to their digital assets but lack …
Americans Overlook Digital Assets Valued at Over $190,000, Survey Finds Read More
In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn’t want a financial windfall? And inheritances can certainly be life-altering events. But …
Are Your Heirs Ready to Receive an Inheritance? Read More
By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical properties. You’ll use some of these …
Avoid These Estate Planning Mistakes Read More
When you’re creating your estate plan, your biggest priority may be taking care of your family — your spouse, grown children, grandchildren, and other loved ones.  And as you think …
Should Estate Plans Be Equal … or Fair? Read More
You might not have thought much about beneficiary designations — but they can play a big role in your estate planning.
Be Careful When Naming Beneficiaries Read More
VALLEY FORGE, PA — Prominent investment management company, Vanguard, is set to introduce new and improved intergenerational wealth and legacy planning capabilities. This is made possible through a partnership with …
Vanguard Partners with Vanilla for Enhanced Wealth and Legacy Planning Capabilities Read More
At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting.
Consider a Family Meeting to Discuss Estate Plans Read More