Probate disputes happen when people don't agree on what a will says, how assets should be divided, or the choices made by the executor. These arguments can make the probate process take longer, cost more money, and hurt family relationships. Mediation offers a better...
Protecting What Matters Most To You
Year: 2024
What should blended families consider in estate planning?
Blended families often bring unique challenges when it comes to estate planning. With multiple relationships and potential conflicts of interest, families must develop a plan that respects everyone's needs. The right estate plan can protect family harmony and ensure...
How to handle debts and taxes when settling a parent’s estate
An important but intimidating part of settling an estate is handling outstanding debts and taxes. In Pennsylvania, this process can be straightforward or complex, depending on how well you know the state’s laws. By following the right steps, you can settle your...
How often should you update your estate plan?
Estate planning is an essential part of adulthood. Managing one's affairs to ensure that one's assets are distributed according to one's wishes and making the many decisions that come with that is critical and remains relevant indefinitely. However, many people do not...
How can charitable giving be incorporated into an estate plan?
Estate planning is not just about providing for loved ones but can also include supporting meaningful causes. Incorporating charitable giving into an estate plan ensures contributions continue to benefit charities even after death. This blog explores how charitable...
Navigating the probate process in Pennsylvania
The probate process in Pennsylvania involves settling a deceased person's estate, ensuring you distribute that assets according to the will or state law. Understanding the steps and potential challenges can help you prepare for what to expect. Responsibilities of...
FAQs about revocable trusts in your estate plan
When planning your estate in Pennsylvania, you might consider including a revocable trust as part of your strategy. A revocable trust, often used for managing assets during one's lifetime and distributing them after death, offers flexibility and control. It is...
Protecting your assets from creditors after death
You work hard to build a secure financial future for your loved ones, but what happens to your money when you are no longer around? In Pennsylvania, understanding how to protect your assets from creditors after death is important for making sure your legacy remains...
Common estate planning mistakes to avoid
Estate planning ensures your assets get managed and distributed according to your wishes after you pass away. However, many people make common mistakes that can undermine their intentions and create complications for their loved ones. By knowing these mistakes, you...
Power of attorney and an executor: are they the same?
If you know someday you will help a relative oversee their estate, you should familiarize yourself with the roles that play a part in managing someone's assets, especially if it is possible to confuse one role with another. This can be the case with an estate executor...