NWSB Blog / Wealth

Wealth Matters

Looking for more useful information and insights?  You will find both in the articles below.

What if you inherit an Individual Retirement Account (IRA)?

The traditional Individual Retirement Account, or IRA, came into existence in 1974 when Congress enacted the Employee Retirement Income Security Act, often referred to as ERISA. With the...


What Happens If You Die Without A Will?

If you die without a will in Pennsylvania, your assets will go to your closest relatives under state “intestate succession” laws. Dying intestate means that you effectively have no legal will in...


Avoid the Urge to React

On Tuesday, November 8, United States citizens exercised their right to elect a new President, as well as federal, state, and local officials, and to decide any number of state-specific referenda...


What is a Trust?

Since the Middle Ages, Trusts have been used as a means of having a third party take custody of and care for property at the request of another party. When the Romans would prepare to go off to...


The Executor’s Role in the Estate Settlement Process

If asked to serve as the executor of the Last Will and Testament of a family member or friend, would you know what to do? The executor is generally appointed to oversee the administration of the...


Understanding the Complexities of an IRA

Did you know it has become increasingly common for individuals who retire or change employers to take their retirement funds with them? Transferring 401(k) or other funds from an employer’s...


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