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  • 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...
  • 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...