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Wills and Trusts


Where There's a Will, There's a Way

Sep 06, 2022

When someone dies without a will, their assets are frozen until the state court system combs through every detail of the estate. Make sure you plan ahead!

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Burning money

What Can You Do Now to Help Protect Your Retirement from Inflation?

Jul 01, 2022

Worried about inflation impacting your retirement? A "laddered" CGA might be right for you.

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Coming This Summer: CGA Rates are Going Up!

Jun 07, 2022

A CGA offers you the opportunity to make a gift and receive guaranteed income for the rest of your life.

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Make a Gift, Leave a Legacy

May 05, 2022

A bequest costs nothing now and enables you to contribute to Drexel University’s excellence far into the future.

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Reviewing Your Estate Plans – Make It a New Year’s Resolution

Jan 03, 2022

The beginning of a new year is an excellent time to review and update your estate plans. Doing this now will help to protect your family and your assets later.

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It’s Time to PLAN for Your Estate

May 04, 2021

Knowing you have a properly prepared PLAN in place to provide for your family, protect your assets, and take control of your legacy will give you peace of mind.

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Planning for the Future: Does Your Family Know Where Your Important Information Is?

Feb 25, 2021

Compiling personal information regarding your assets, advisors and key contacts can be a vital part of the estate planning process.

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Make Reviewing Your Estate Plans One of Your New Year's Resolutions

Jan 14, 2021

The beginning of a brand new year is an excellent time to review and update your estate plans, and doing this now will help to protect your loved ones and your assets later.

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Six Essential Questions About Your Will

Nov 30, 2020

Planning your estate through a will is a process that you should approach with time and consideration. These six questions could help you avoid some common and serious mistakes.

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7 Things You Should Know About Living Trusts

Nov 30, 2020

A living trust can provide you with the peace of mind that comes from knowing that your assets and your heirs will be protected in the event that you unexpectedly become unable to handle your own financial affairs.

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