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  • How does a joint will work in Pennsylvania?

    How does a joint will work in Pennsylvania?
    When you get married, it's not uncommon to intertwine aspects of your life, from sharing a last name and password to creating a joint bank account. Another area you may want to combine with your spouse is your estate plan. As such, you may be interested in creating a joint...
  • What is a holographic will?

    What is a holographic will?
    For many, the idea of going to a lawyer to create a will is something incredibly overwhelming. Not only do you need to take time out of your day to meet with a lawyer, but estate planning isn't always cheap. As such, you may explore other options, like creating a...
  • Can special needs trusts be revocable in Pennsylvania?

    Can special needs trusts be revocable in Pennsylvania?
    When you have a loved one with special needs, understanding what you can do to help care for them is critical. Unfortunately, many are unaware of the options out there and end up leaving their loved one asset in a will, which can be a disservice to those with special...
  • How is a living trust different from a will?

    How is a living trust different from a will?
    Unfortunately, there is a common misconception that only the ultra-wealthy should create an estate plan, which is far from the truth. In reality, anyone with any assets should consider establishing the necessary estate planning documents to protect themselves and their loved ones in the event they become incapacitated or pass...
  • What are the most common trust errors in Pennsylvania?

    What are the most common trust errors in Pennsylvania?
    There are many common misconceptions regarding trust funds, like only the ultra-wealthy should create them or that trusts can be completed online without an attorney. If you are interested in creating a trust fund, understanding the most common mistakes people make when doing so is critical. When you're ready to...
  • I’m not married. Do I need an estate plan?

    I’m not married. Do I need an estate plan?
    There are many common misconceptions out there regarding who needs to create an estate plan. Some believe this is only for those who are older, while others assume only those with children need to have a plan in place for their passing. However, these are both untrue. In reality, everyone...
  • What should I know about estate planning and dementia?

    What should I know about estate planning and dementia?
    When you or a loved one receives a dementia diagnosis, it can be incredibly challenging to process. However, there are many things you'll need to consider to plan for the future. One of the most important things you'll need to do if you have not done so already is plan...
  • How long can a trust fund be maintained for in Pennsylvania?

    How long can a trust fund be maintained for in Pennsylvania?
    When you create a trust fund, it's imperative to understand the nuances of how these function. For example, you may not know if there's a limit to how much you can contribute to a fund annually or whether or not these can only be maintained before expiring. As such, it's...
  • Can I put my house in a trust in Pennsylvania?

    Can I put my house in a trust in Pennsylvania?
    When creating your estate plan, there are several things you should consider during this process. Generally, most people assume they only need a will to protect their assets and beneficiaries, which is far from the truth. In reality, creating a will is critical, however, there are additional documents you should...
  • How do irrevocable trusts work in Pennsylvania?

    How do irrevocable trusts work in Pennsylvania?
    For many, estate planning is an incredibly overwhelming process as there are many different options you can rely on to protect your assets and care for your beneficiaries. From wills and trusts to healthcare directives and probate, you may be unsure where to start or what documents you must establish....