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Red Wagon Club
Call Us At
(724) 841-1393
Home
About Us
Careers
Meet the Team
Practice Areas
Estate Planning
Elder Law Planning
Post-Death Administration
Other
Special Needs Planning
Trusts
Areas Served
Cranberry Township
New Castle
Pittsburgh
Somerset
Wexford
Warrendale
Workshops
Resources
Articles
Downloadable Guides
Testimonials
Videos
Radio Show
2024 Veteran CEO Scholarship
Contact Us
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Inheritance
Articles
What Happens If I Can’t Find All My...
contact financial institutions
court authority
Distribution to beneficiaries
Executor
legal advice
outdated will
probate process
public notice
sworn inventory
use online tools
When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with...
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Understanding the New Inherited IRA Rules
inherited IRA
Personalized Withdrawal Plan
Professional Guidance
Required Minimum Distributions
Strategic Distributions
The 10-Year Rule
Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for...
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You Love Your Kids Too Much To Leave...
A Will is not enough
An Outright Inheritance is a Mistake
asset protection trust
estate planning is not death planning
Three Secrets Workshop
Planning for your kids is so important - whether your kids are little or whether they are adults. Let me explain...
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Top Tips For You To Avoid Mistakes
annual gifting exclusion
decision-makers
end of life decisions
estate planning tools
Executor
Federal Estate Tax
gift tax
Inheritance
lifetime exemption
limited gifting provision
long term care planning
middle-class americans
Nursing Home
Power of Attorney
skilled nursing facility
Three Secrets Estate Planning Workshops
Wills
We've built a business based on helping people to understand that estate planning is not just about answering the question...
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Meaningful Ways To Memorialize a Loved One
favorite meal
honor a loved one
keep their legacy alive
keep their spirit alive
keepsakes
make a donation
memorial scholarship
memories
pay tribute
plant a tree
Honoring the memory of a loved one who has passed away, can provide comfort, act as a tribute to their...
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Looking at Thomas Jefferson’s Will
asset protection
creditors
declaration of independence
divorce
Executor
independence day
Inheritance
lawsuits
separate share trust
Trust
Trustee
workshop
I thought it would be fun to take a look at what our founding fathers did with their estate planning,...
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Getting To The Truth About Elder Law
3 Secrets Workshop
asset protection
Elder Law
Estate Planning
Federal Estate Tax
income tax
Inheritance
IRA
Medicaid
medicare
Nursing Home
retirement accounts
Stretch IRA
The Secure Act
veterans benefits
I really feel I need to focus on the truth about what middle-class retirees are facing. If you are a...
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What Happens If You Forget to Update Beneficiary...
beneficiary designations
incapacitated
naming beneficiaries
update your beneficiary designations
If you were to become incapacitated, who would be in control of that money? If we do a proper plan...
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How do Beneficiary Designations work with Inheritance Tax?
beneficiary designations
Estate Planning
estate planning mistakes to avoid
Executor
financial advisors
inheritance tax
pennsylvania inheritance tax
Will
We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another...
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Lisa Marie Presley’s Will Dispute
affordable estate planning
Beneficiary
Estate Planning
estate planning attorney
estate planning workshops
Grantor
Irrevocable Trust
legal requirements
Living Trust
Notary
POA document
Power of Attorney
Revocable Trust
successor trustee
Trust
Trustee
Will
witnesses
As you may know, Lisa Marie Presley passed away on January 12, at the age of 54. Only three weeks...
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