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May 2019 Archives

What to do before closing on a property

Prior to closing on a new home in Pennsylvania, it's a good idea to have the property inspected by a professional. This provides an opportunity to spot any problems before a buyer becomes the official owner. While there may be a warranty on a new home, many items could be excluded from it. Therefore, it's important to make sure that those items are in good condition before closing.

How to select the right trustee

Trusts are often viewed as a tax planning tool and, if there is a family business, they can protect family assets from creditors. Those are two good reasons to establish trusts, but they can accomplish many things, including managing and preserving wealth for generations.

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