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Blog Posts - Estate planning

Should you add a trust to your estate plan?

Although a will is an important piece of an estate plan, a trust could be beneficial for you as well. Contrary to what you might believe, trusts are not only for people with significant assets or income. Before you decide if setting up a trust is right for you, it...

Getting started with estate planning

Estate planning is something that can be easy to put off for various reasons. No one likes to think about dying and leaving their loved ones behind. Additionally, estate planning may seem complicated and overwhelming. However, following these few simple steps can help you get started with your estate plan....

Discussing estate planning with your parents

For many adult children, there will come a time when they will care for their parents. This role reversal may be the result of an illness, serious injury or because they are elderly and nearing the end of their life. While these are all reasons to initiate a conversation about...

The basic building blocks of an estate plan

Many people in Pennsylvania who are looking into estate planning begin with the same question: Where do I start? Anyone who has done even a cursory bit of research probably knows that there are plenty of options to consider when it comes to estate planning – but what you ultimately...

Tips for creating a will in Pennsylvania

A will is a type of legal document that provides details on how you would like your assets to be distributed after your passing. Therefore, ensuring you are compliant with your state’s requirements to execute a will is an essential part of the estate planning process. If the court determines...

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