Penn Estate Planning Advisors Inc

08/30/2026

Why you should put everything in your Living Trust

Discover why wealthy families use living trusts to avoid probate, maintain control, and protect their assets and legacy.

07/27/2026

https://www.moneytalksnews.com/fatal-estate-plan-oversights-that-could-leave-your-heirs-with-nothing/

5 Estate Plan Oversights That Could Leave Your Heirs With Nothing
Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.

Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.

07/22/2026

https://www.moneytalksnews.com/is-social-security-broke-big-retirement-misconceptions/

Is Social Security Broke? 6 Big Retirement Misconceptions
Nearly two-thirds of Americans wrongly think benefit checks will stop entirely once the trust fund runs dry in 2032.

Nearly two-thirds of Americans wrongly think benefit checks will stop entirely once the trust fund runs dry in 2032.

07/21/2026

Social Security can play an important role in your retirement income strategy, making the decision of when to file an important one.

07/20/2026

https://www.moneytalksnews.com/how-many-bank-accounts-should-you-have-rules-that-actually-protect-your-money/

How Many Bank Accounts Should You Have? 5 Rules That Actually Protect Your Money
The right answer isn't one. And the reason has nothing to do with staying organized — it's protecting your cash.

The right answer isn’t one. And the reason has nothing to do with staying organized — it’s protecting your cash.

07/14/2026

https://www.msn.com/en-us/money/personalfinance/7-steps-to-roll-over-your-ira-or-401-k-into-a-new-ira-without-handing-the-irs-20/ar-AA27UoFy?ocid=hpmsn&cvid=7805d5f1a09140d9e3cec55af0c67ba5&ei=66

7 steps to roll over your IRA or 401(k) into a new IRA without handing the IRS 20%

Want to move your retirement account from one place to another? No problem. Just follow these steps.

07/12/2026

https://www.msn.com/en-us/money/personalfinance/don-t-put-these-5-assets-in-a-living-trust-how-to-help-your-kids-bypass-probate-when-you-die/ar-AA1TlN1K?ocid=hpmsn&cvid=a756b690dd3e4a02c5276ef4a99a4ad1&ei=41

Don't put these 5 assets in a living trust. How to help your kids bypass probate when you die.

'I hate probate'

07/11/2026

https://www.moneytalksnews.com/money-in-a-minute-for-the-week-ending-july/

Money in a Minute for the Week Ending July 10, 2026
Here's a quick roundup of the news that moved your money this week.

Here’s a quick roundup of the news that moved your money this week, from Money Talks News founder, Stacy Johnson.

07/09/2026

https://www.moneytalksnews.com/ways-a-cancer-diagnosis-wrecks-your-finances-and-how-to-fight-back/

7 Ways a Cancer Diagnosis Wrecks Your Finances — and How to Fight Back
Even if you have great insurance, that won't save you. These money traps hide inside a cancer diagnosis.

Even if you have great insurance, that won’t save you. These money traps hide inside a cancer diagnosis.

07/07/2026

https://www.moneytalksnews.com/why-you-need-a-when-i-die-file-and-what-to-put-in-it/

Why You Need a ‘When I Die’ File (and What to Put In It)
The greatest gift you can leave your family isn't money — it's a roadmap during their time of mourning. Here is how to build one.

The greatest gift you can leave your family isn’t money — it’s a roadmap during their time of mourning. Here is how to build one.