Wills & Estates

You wrote your will years ago and named the people who matter most to you. But life rarely follows the timeline we expect, and sometimes a loved one passes away before you do. When that happens, the gift you left them does not simply disappear. Pennsylvania law and...

If you are putting your will and other estate planning documents in place this year, you’re likely concerned largely with what assets you will be leaving to your heirs and other beneficiaries. Most people who get professional estate planning guidance want to make the...

With any job or role, picking the right person to do it is crucial. It takes careful thought and many factors into consideration. The same holds true when choosing an executor for your will. When you make your will, you name an executor who will handle everything...

Conversations about money and inheritance can be uncomfortable. It's possible your own parents didn't have such discussions with you, as they may have considered such matters to be private. More people are now realizing how valuable such conversations can be. As you...

Estate planning is an important task for families in the Philadelphia area, but many people put it off. Taking the right steps now will help protect loved ones and ensure a smooth process after a person’s passing. Whether drafting a will or assigning a power of...

Wills are important and powerful legal documents. They control the distribution of an individual's property. They also appoint people to positions of authority after the testator dies.  A large percentage of adults do not have a will, so simply drafting a testamentary...

Creating a will is one of the most important steps you can take to protect your loved ones and help ensure that your wishes are honored when you’re gone. Unfortunately, many people overlook seemingly minor details that can lead to confusion, delays or even legal...

When you’re thinking about planning your estate, trusts can give you more control over how your assets are managed and passed down. Two common types of trusts are revocable and irrevocable. Each comes with its own set of benefits and limitations. Understanding a...

A power of attorney and a will serve different purposes in estate planning. While granting power of attorney certainly gives the agent strong authority over the estate, a power of attorney cannot override a will.  Each document functions in separate ways and applies...

Appointing multiple agents in a power of attorney can provide added oversight and flexibility, but it also introduces potential legal and practical challenges. Pennsylvania law allows individuals to name more than one agent, but careful consideration is necessary...