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  • Do I need to update my Pennsylvania estate plan before traveling?

    Do I need to update my Pennsylvania estate plan before traveling?
    Whether you're traveling for work or pleasure, the idea of going somewhere new is exciting for many. However, if the idea of hitting the road or getting on a plan has you considering your own mortality, taking the necessary steps to update your estate plan is critical to achieving peace...
  • What information should I include in my will?

    What information should I include in my will?
    For many, the thought of creating an estate plan can be upsetting, as it forces them to think about the future and what could happen. However, it's incredibly important to begin planning, as it allows you to document your wishes for your belongings and care for loved ones upon your...
  • How do Pennsylvania gift taxes work?

    How do Pennsylvania gift taxes work?
    Whether sending money in a card or gifting something to a friend, you may not think twice since you won't be taxed. However, if you transfer a considerable amount of assets, you'll need to consider gift taxes. Unfortunately, many are unfamiliar with the rules surrounding these taxes, leading to issues...
  • If I move to Pennsylvania do I need to update my estate plan?

    If I move to Pennsylvania do I need to update my estate plan?
    Moving is among one of the most stressful life events for many, especially when crossing state lines. Between updating your information to reflect your new address to packing your life up into small boxes, this can be an incredibly stressful time. However, one thing many people do not take the...
  • Does Pennsylvania limit how much money can be placed in a trust fund?

    Does Pennsylvania limit how much money can be placed in a trust fund?
    When planning your estate, you're likely overwhelmed by the number of options available for you to establish. While you may want to create a will, which is often regarded as the most basic and essential estate planning tool, it's worth considering whether or not you should establish a trust fund....
  • How does a QTIP trust work in Pennsylvania?

    How does a QTIP trust work in Pennsylvania?
    Establishing an estate plan can be overwhelming as there are so many options you can utilize. From mirror or holographic wills to spendthrift and Totten trusts, you may be confused by the names and purposes of these tools. However, many serve vital purposes, so familiarizing yourself with these options is...
  • Can I use a family LLC for my estate plan in Pennsylvania?

    Can I use a family LLC for my estate plan in Pennsylvania?
    Though many people only associate LLCs with small businesses, you may be surprised to learn that this is something that can benefit your estate plan. If you have an extensive estate with complex assets, creating a family LLC can help reduce the risks associated with traditional estate planning options. However,...
  • Can I create an estate plan for my digital business in Pennsylvania?

    Can I create an estate plan for my digital business in Pennsylvania?
    The digital boom of the early 2000s changed the way we communicate, receive news, and shop! With many in-person retailers going out of business, many are turning to the digital sphere to shop. If you own a digital business, you may not have considered the importance of estate planning for...
  • What are the steps in the probate process in Pennsylvania?

    What are the steps in the probate process in Pennsylvania?
    When someone passes away, it can be an overwhelming time. Not only are you trying to juggle grieving the loss of your loved one with your other responsibilities, but you may also be responsible for probating the will. Unfortunately, many are unsure how to navigate this process or the steps...
  • What does a healthcare proxy do in Pennyslvania?

    What does a healthcare proxy do in Pennyslvania?
    For many, the medical care and treatment they receive is critical. The ability to make our own decisions and ensure the care we receive reflects our wishes is often something we take for granted. However, recognizing that this may not always be possible is essential. As such, it's imperative to...
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