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Monthly Archives: December 2014

No, really, where was I? Back to naming beneficiaries for IRAs

12/16/2014 | Kaplin Stewart Blog

In our Nov. 20 post, we promised to review some tips about IRA beneficiary forms. As we said then, this is the time of year when people tend to take care of these things. We quickly review our beneficiary designations when we sign up for employer-sponsored benefits — 401(k)s, life insurance, etc. — or we glance at them as we plan for the coming year in the wake of a year-end salary review. These details are easy to breeze by, […]

George Washington slept here – or was it over there?

12/15/2014 | Real Estate Blog

You cannot swing a quitclaim deed in Philadelphia without hitting something with historical significance. Developers and lawmakers often find themselves at loggerheads with preservations when it comes to altering or razing a building from the Revolutionary War or an inn where George Washington stopped for a beer. Ardrossan Farm is no exception.

Estate planning for those who are unmarried

12/10/2014 | Kaplin Stewart Blog

When considering estate planning, many Pennsylvania residents focus on creating a system to handle the distribution of their accumulated assets to one’s chosen heirs. However, this focus is not universal, as there are many individuals who are unmarried and have no children. For these individuals, estate planning needs take a different form, and they often center on making sure that one’s end-of-life needs are taken care of. This involves the creation of a set of documents that assign various responsibilities […]