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When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form to fill out, but this …
How Outdated Beneficiary Choices Can Derail Your Plans Read More
PENNSYLVANIA — As artificial intelligence becomes a go-to tool for everything from resumes to taxes, a growing number of Pennsylvanians are now trusting it with something far more consequential: their …
AI-Written Wills May Be a Legal Trap for Pennsylvanians, New Poll Warns Read More
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
When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give …
Whom Should You Choose as a Trustee? Read More