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 MoreMay 12, 2022 •
Estate Planning Being disinherited or left out of a will is the last thing you want to discover in the wake of losing a loved one. Although it can be very hurtful to not be included, the fact that a person is disinherited does not necessarily indicate foul play.
Read MoreFebruary 10, 2022 •
Estate Planning State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreSeptember 1, 2021 •
Estate Planning A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you're trying to shield your wealth from taxes or pass it on to your children.
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 MoreApril 27, 2021 •
Estate Planning Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
Read MoreMarch 12, 2021 •
Estate Planning Larry King's handwritten will was recently obtained by outlets. It reportedly left out his estranged wife.
Read MoreFebruary 10, 2021 •
Estate Planning It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
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