Chester County News and Community Website
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
West Chester-based law firm Gawthrop Greenwood is advising workers and retirees to update their estate plans, now that the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) became effective …
How (and Why) to Update Your Estate Plan Under the SECURE Act Read More
Beginning on January 1, 2020, after nearly three years, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective. The bill impacts how money is saved for retirement …
Big Changes to 401(k)s, Annuities and IRAs Read More