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  • Can I disinherit someone in Pennsylvania?

    Can I disinherit someone in Pennsylvania?
    It's no secret that there are many different family dynamics and several reasons that rifts can arise between loved ones. If this reflects your circumstances and you wish to disinherit someone, you may wonder if this is even possible. It's important to understand that in almost all instances, you are...
  • What should I know about National Estate Planning Awareness Week?

    What should I know about National Estate Planning Awareness Week?
    It's no secret that many people do not have an estate plan in place, as there are many misconceptions about who can benefit from doing so. Typically, it's assumed that only those who are wealthy or older should establish a plan. However, all adults should have a plan in place....
  • How do I choose a guardian for my children?

    How do I choose a guardian for my children?
    As a parent, you have hundreds of considerations to make on a daily basis. As such, it can feel as though you don't have enough time to handle other things you may find important. However, one thing you should consider is who will take care of your children in the...
  • Why should I create an advanced healthcare directive?

    Why should I create an advanced healthcare directive?
    For many, thinking about growing older or suffering a life-altering accident is incredibly upsetting and unpleasant. However, it's critical to understand that these things do happen, so taking the time while you can to plan for the future or the unexpected is critical. One thing you should consider including in...
  • Do all assets have to go through the probate process?

    Do all assets have to go through the probate process?
    It's a common misconception that all assets, regardless of where or how they are held, will go through the probate process when someone passes away. This is not true, as there are ways to help shield your assets and loved ones from this complicated process. If you're interested in learning...
  • How do I fund a living trust in Pennsylvania?

    How do I fund a living trust in Pennsylvania?
    When creating an estate plan, it's important to understand all your options in these matters. Unfortunately, many assume their planning stops at creating a will, without realizing the benefits of establishing other documents. For example, one thing you may not have considered is creating a living trust. This has many...
  • Is my out-of-state-will valid in Pennsylvania?

    Is my out-of-state-will valid in Pennsylvania?
    Whether you just moved into your new home or you're planning your move, there may be one important thing you're forgetting to account for - your estate plan! Moving should be a catalyst to update your estate plan if you have not done so already, especially if you moved to...
  • Who can benefit from creating an estate plan in Pennsylania?

    Who can benefit from creating an estate plan in Pennsylania?
    Unfortunately, there is a common misconception that only certain people should consider creating an estate plan. Most assume if they do not have a lot of assets, there is no need to draft a will or create trust funds. However, this is far from the truth. Estate planning is a...
  • Can I name a trust as the beneficiary of a retirement account?

    Can I name a trust as the beneficiary of a retirement account?
    Estate planning is an incredibly complex matter with several important considerations that must be made to ensure your assets and loved ones are protected upon your passing. For example, you'll need to determine which documents and tools you should utilize, like wills and trust funds. One thing you may not...
  • Are an estate plan and will the same thing?

    Are an estate plan and will the same thing?
    Thinking about the future and planning for what will happen in your old age can be incredibly upsetting. However, one of the most important things you can do is plan your estate. Unfortunately, with so many different options, many are often unaware of the differences between an estate plan and...