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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.
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.
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.
Navigating the Medicare Maze: How to Compare Coverage, Doctors, and Prescription Costs
Medicare choices can feel overwhelming. Learn how to compare prescriptions, doctors, and plan benefits to prepare for a clearer enrollment conversation.
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.
Estate Administration Mistakes: Advice for Executors and Families
Estate attorney Haley Rohrbaugh shares common executor mistakes, inheritance disputes, estate planning tips, and advice for managing inherited property in Pennsylvania.
Estate Planning Before You Need It: Insights from Attorney Carrie Pugh
Estate planning attorney Carrie Pugh explains wills, trusts, powers of attorney, probate in Pennsylvania, and how planning ahead protects your family.
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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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