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A will is an important safeguard to ensure the wishes of an estate planner are honored which is why it is helpful to understand the components of a will and how to ensure a will is valid. A validly executed will is a key component of an estate plan so estate planners should understand what it …
It is important for estate planners to have general sense of what should be included in their estate plan. Estate planning can seem complex but if estate planners have a general understanding of the estate planning tools available to them, they will discover the benefits of estate planning and to not put it off. Estate …
Estate planning documents and the importance of an estate plan Read More »
This blog has discussed in the past how to know if a will is valid and how to ensure that a will is valid as part of an overall effective estate plan. If there is a will contest, or challenge to the will, it is important to know how to respond in those circumstances. It …
Pennsylvania trusts are a helpful part of an estate plan and can be used to manage assets during life or can complement a will as part of an overall estate plan. They can be, however, little understood or misunderstood which is why it is worth it for estate planners to take a closer look and …
A will is a cornerstone of any effective estate plan but many estate planners may wonder what the requirements of a valid will are. Because legal requirements for a will to be valid can vary by state, it is important for estate planners to know what the requirements are in their state and how to …
A valid will is an important part of an overall estate plan but estate planners may wonder how they know if their will is valid. There are specific requirements for a will to be valid in Pennsylvania, and other states as well, which is why it is essential for estate planners to be familiar with those requirements, …
As a parent, you have spent your life helping your children make the right choices. It started when they were young, but you stayed involved as they grew up. Even as adults, they ask you for advice. You help them out. You use your life experience to make sure they do not replicate your mistakes. …
Can you use a trust to influence your heirs’ decisions? Read More »
When people think of estate planning, they commonly think of a will which is, of course, an important part of an effective estate plan, however, it is not the only tool to consider. There are a variety of estate planning tools that can be tailored to the needs of the individual estate planner and their estate …
It might come as no surprise to Pennsylvania residents that more than a quarter of U.S. residents claim they are constantly online, and about 77 percent of Americans go online daily. The Internet is here to stay, with people shopping, paying bills and interacting online. As easy as it has made our lives, it also …
Most Pennsylvania residents know the importance of engaging in timely financial and retirement planning and how it ensures one’s assets are divided off as one wishes but the significance of it is highlighted even more when one has special needs children. Providing for a special needs child’s emotional, physical and financial needs for the long-term …
Available options for estate planning for special needs children Read More »