May 19, 2022 •
Estate Planning A pour-over will is a type of will that’s created in conjunction with a trust. It can help facilitate the transfer of assets, if a trust’s grantor (the person establishing the trust) has failed to transfer all intended assets into the trust. A pour-over will can be an important part of a person’s estate planning checklist.
Read MoreApril 6, 2022 •
Estate Planning It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
Read MoreFebruary 21, 2022 •
Estate Planning The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreDecember 9, 2021 •
Estate Planning Estate planning is making decisions today for what you want to happen in the future.
Read MoreDecember 6, 2021 •
Estate Planning Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
Read MoreOctober 15, 2021 •
Estate Planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreOctober 6, 2021 •
Estate Planning It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreAugust 31, 2021 •
Estate Planning In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don’t want to discuss wills and estate planning with their relatives because they’ll think they’re out to get them, like it’s some elaborate and sinister plot torn straight from a Hollywood movie.
Read MoreAugust 20, 2021 •
Estate Planning If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
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