Thoughts On Estate Planning

Plan Now, Not Later: The COVID crisis has only exacerbated a recurring problem we see at the law firm--folks waiting until it's too late to plan. I always emphasize the fact that you should be in control of your estate plan. It's not ideal if your adult child is attempting to be...

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Ingredients For A Positive Legacy

A good legacy plan one made with the following ingredients: Clarity - Making sure your instructions and wishes are clear is imperative. Customized Plan - Your legacy plan must be crafted by your unique circumstances, personality, portfolio, morals, and more.  Consultation - You should consult with a qualified attorney that asks many questions...
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Will Challenges

Upon your passing, your will becomes a public document once it is probated. Probate is a formal legal process of your executor proving your will, being formally named executor, and accounting/distributing assets.

Because a Will is a public document upon probate, it is important to consider the possibility that someone may challenge your Will....

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Wills vs. Trusts

People always ask, what is the difference between these two documents? Will or trust, I'm still leaving my assets to the people I care most about, right? Sure, that is true, but there are several key differences between the two.

Trusts are usually pieces of a larger puzzle. For instance, you may have sizeable assets...

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Trust Mill Attorney Disbarred

Beware of Trust Mills: Trusts mills are companies that sell trusts to senior citizens, without consultation by a lawyer. The motivation behind trust mills are two-fold: First, they charge a significant amount of money for un-customized documents that do a disservice to clients. Second, the companies, while building the trusts, send an affiliated...

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Should You Avoid Probate in Pennsylvania?

Should You Worry About Probate?

When I first started practicing it was drilled into my head by other attorneys in this field across the country that probate should be avoided at all costs. But in Pennsylvania, the situation is a little different. Warning: This article is long! The true summary? Every case is different, and...
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Estate Planning in Uncertain Times

When I assist people in estate planning, we look at many scenarios.  We plan for the “god forbids” and hope they never happen, but if they do, that they happen far down the road. Who wants to plan 20, 30 or 40 years out when their true concern is how bad or good...

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