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Giving your family the security they deserve is a priority for many adults. One way that you can help boost the security is to ensure that you have your estate plan in order. Contrary to what many people think, estate planning isn’t only for the elderly. Instead, anyone who is an adult needs to have …
Often, estate planning discussions revolve around inheritance. For people who have children, estate planning can have a focus on distributing wealth along the traditional generational path. However, many couples and independent Pennsylvania residents don’t have children. Instead, their lives and legacies have other purposes and passions. As a result, estate planning can reflect these other facets …
Estate planning considerations for those without children Read More »
Clients often ask whether they need a living trust, instead of a traditional will, in order to avoid probate. The answer to this question will vary, based upon that individual’s state of residence, the types of assets that the person owns, and the assets’ location. Before we discuss the need for a living trust, we …