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Inheriting a Family Business: Succession Planning for Families
Inheriting a family business can raise urgent questions about value, ownership, taxes, and its future. Learn why succession planning should start early.
Where Do You Start When Cleaning Out a Loved One’s Home?
Learn how to begin clearing a loved one’s home with compassion, from sorting decisions and realistic resale expectations to donation, pacing, and getting help.
Long-Term Care Planning: Why Waiting Can Limit Your Choices
Michael Eicher explains long-term care options, insurance, Medicaid planning, and why families benefit from reviewing care costs and choices early together.
Inherited Retirement Accounts: Beneficiary Mistakes Families Should Review
Inherited retirement accounts can raise tax and distribution questions. Garrett Rohrbaugh of Kampstra Wealth Management shares planning points for families.
When Women Become the Financial Decision-Maker: Steps to Feel More Prepared
When women become the household's financial decision-maker, preparation and support can ease the transition. Meghan Kahler shares practical first steps.
When Family Inherits a Business: Planning for Sibling Conflict
Attorney Frank Sullivan explains how succession agreements, business valuations, estate planning, and clear roles can help families reduce conflict after an inheritance.
Legal Issues That Can Derail a Home Sale: Inherited Homes, HOAs and More
Reilly Noetzel of Barley Snyder discusses legal issues that can delay a home sale, from estate paperwork and disclosures to septic systems, HOA resale certificates, insurance and zoning.
The Financial Conversation Families Skip Until It's Too Late
Jacob Frey of Stonebridge Financial Group discusses estate account organization, family communication, assisted living planning, beneficiary designations, and fraud prevention in Episode 120.
Foreclosure After a Death: What Pennsylvania Families and Executors Need to Know
Learn what executors and families should know about mortgage foreclosure after a death, including notices, timelines, property sales, occupants, and possible options.
Executor Mistakes That Can Cost an Estate: Lessons from Michael Schleigh
Learn how executors can protect estate assets, document decisions, handle creditor claims, and avoid costly fiduciary mistakes with attorney Michael Schleigh.
Selling an Inherited Home in Pennsylvania: What Executors Need to Know
Executors: confirm authority, organize the estate, address known defects, and plan for Pennsylvania inheritance tax before selling an inherited home safely.
The Estate Concierge: Choosing the Right Fiduciary with Pam Witwer | Bodacious Estate Conversations | EP 110
Learn how to choose a fiduciary for financial, health care, trust, and estate responsibilities. Pam Witwer of Lancaster PA Executor Services shares considerations for families.
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Guided Home Prep is a service of Bodacious Properties. Kasey King is a licensed real estate salesperson in Pennsylvania and Maryland affiliated with Iron Valley Real Estate.
Real estate brokerage services are provided through Iron Valley Real Estate.
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