Where Can I get a Notary? Today, your nearest notary is in your pocket. You no longer need to ask Where Can I get a Notary. Your Notary is where you are. You can now get your documents notarized entirely online from anywhere in the world. Follow this link […]
2 Questions to Ask a Financial Advisor – 2 Questions to Ask a Financial Advisor is a Guest Blog By Kyle Rolek, Fiduciary Financial Advisor, and Retirement Planning Specialist Two simple questions can help you identify a financial advisor who will be an asset and, very importantly, protects you from […]
How can my company overcome the impact of COVID-19? Many of our clients have asked, “How can my company overcome the impact of COVID-19”? As restrictions ease, most for-profit and non-profit businesses must take a hard look at their business and look for ways to make the transition but, more […]
Retirement Planning for Lawyers By the ABA Retirement Funds: Retirement Planning for Lawyers Here’s a big word for you from the world of behavioral finance – hyperbolic discounting. Hyperbolic discounting is a time-inconsistent model of discounting. Ok, that didn’t help much. Think of it this way – humans have a […]
From Our “Ask a Question” Mailbag: “What’s a Buy-Sell Agreement, and do I need one to protect my business?” What’s a Buy-Sell Agreement? If you’re a small business owner, consider what happens to your ownership interest in the company when you die or retire. If you’re in a partnership, should […]
From Our “Ask a Question” Mailbag: “What is a Special Needs Trust? Can I use a Special Needs Trust to protect my special needs child?” What is a Special Needs Trust? If you have a loved one with special needs, he or she may be entitled to certain government benefits […]
From Our “Ask a Question” Mailbag: “My husband and I are getting divorced. I have been putting this off, but do you have any Estate Planning tips during a divorce?” Estate Planning Tips During a Divorce? Once the divorce process begins, most of us are on an emotional rollercoaster. Uprooted […]
From Our “Ask a Question” Mailbag: “My question is about notarizing estate planning documents. How can I get my documents notarized during the Corona Virus lockdown?” Notarizing Estate Planning Documents During the Corona Virus Lockdown Under normal circumstances in Pennsylvania, a notary needs to be physically present and observe the […]
From Our “Ask a Question” Mailbag: “I buy lots of CDs. I shop around and find the best deal. Recently I purchased a CD at TD Bank. But I don’t tell my children where I buy CDs. That is my business. How Do My Children Find TD Bank Account After […]
From Our “Ask a Question” Mailbag: “How can I save money for my special needs child without disqualifying him from government benefits? Do I need to create a Special Needs Trust or are there other options?” How can I save money for my Special Needs Child? If you or a […]
