Wills Are Public Documents
A lot of people ask our office what the difference is between Wills and Trusts. There are several key advantages to trusts, depending on your estate planning needs. One advantage to our readers who value privacy is that a well-crafted Revocable Living Trust, if properly written AND funded, can avoid the probate process. By...
Ethical Wills
Why do we engage in estate planning? Most people would say their priorities in estate planning are protecting their assets and ensuring those assets get passed on properly.
However, we often miss the equally important goal of estate planning: passing on your values, hopes, fears, lessons learned, etc. to the next generation(s).
...The WealthCounsel Advantage

Eight Tips To Avoid Nasty Estate Surprises

Ten Steps To Estate Planning

Estate Planning: Troubling Statistics
Values, Service and Experience.
We want you to choose an estate planning attorney that is right for you.
Consumers often find it difficult to select the right estate planning attorney. We cannot tell you how to choose the perfect attorney to handle your estate planning needs. Each attorney and law firm has different values, levels of...
Jeremy Attends Estate & Elder Law Symposium
Yesterday, your estate planning attorney Jeremy A. Wechsler attended the Pennsylvania Bar Institute's annual Estate & Elder Law Symposium. Jeremy believes that continuing to learn the latest estate planning techniques and case law is crucial to maintaining top standards in practice.
For instance, several key cases came through the Pennsylvania courts this...
IRA Podcasts
A great resource to learn more about IRA's, Roth conversions and more is Natalie Choate's podcast page. Natalie is one of the foremost expert on IRA's.
Should you convert your IRA to a Roth IRA? What effect does remarriage have on your retirement? What things should you avoid with your inherited IRA? Natalie's podcast page is...