This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potential clients informed, engaged, and connected to the latest news, trends, and current events regarding Pennsylvania asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law.
Learn more about the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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What Happens In A Nursing Home When You're Not There?Many things can go wrong in a nursing home or assisted living facility. Find out what you can do to make sure these things do not happen to you or a loved one.
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Family Meetings -An Estate Planning Secret of The Affluent and Super Wealthy That Can Benefit Your Family Right NowVery affluent families have been using family meetings to reinforce their estate planning, to protect their heirs from divorce, lawsuits, and taxes, and to ...
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Contesting A Will or Estate Plan Under Pennsylvania LawA comprehensive estate plan can do many things for you and your family BUT if it is not done correctly it may equal an expensive lawsuit. Bullet proof your will
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What You Need to Know about Beneficiary Designations including life insurance, 401(k) and IRA beneficiary designationsSome assets fall outside of your will/trust and your beneficiary designations control who gets those assets.What should you know about Beneficiary Designations?
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Our Mac and Cheese RecipeEvery edition of our client newsletter features a recipe from Dave Frees, his staff, clients or the extended firm family. This month...mac and cheese
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The Marcellus Shale Debate"Drill Baby Drill" or "No Fracking Way" which side are you on of the Marcellus shale debate? Whether we like it or not we use gas on a daily basis.
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Executor of A Pennsylvania Estate? Video Resources, Fees, Disputes, Mistakes and Duties of An ExecutorExecutors need to learn the most common mistakes and how to avoid personal liability. Discover many resources and information for Pennsylvania executors
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New Video Reveals The Most Overlooked Estate Planning DocumentThe estate planning document that you cannot be without? It's one of the most overlooked estate planning tools - the well drafted durable power of attorney.
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Should I Make Gifts Now As Part Of My Estate Planning?An inter vivos gift is one tool you can use in your estate planning to reduce taxes. But be careful because if it's not done correctly you may be on the hook.
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Estate Planning For Second Marriages and Blended FamiliesHaving a second marriage and a blended family is a reality today for many of us. Find out what you can do to incorporate this into your estate plan.
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Returning or Starting College: Essential Legal Documents For Your ChildrenCollege is an exciting time for you and your children. Make sure your children have the essential legal documents to head to or back to school soon.
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Understanding Critical Trust LanguageWe want to help you understand critical trust language that to many seems foreign at times. You can leave your interpreter at home after reading our trust guide
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Marcellus Shale News UpdateExxon buys 317,000 acres in the Marcellus Shale Region of Pennsylvania.
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Why Do Wealthy Never Own Life Insurance Outright?A life insurance trust can help save your heirs money. Find out about many common trusts, what they can do for you, and how you can get started.
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Does Your Will Have The Right Stuff When It Comes To Your "Stuff"A specific clause that deals with tangible personal property in your will is an important componenet to an Effective Will. Find out what tangible property is?
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Make Sure Your Will is Up To Date-Who Wants Family Drama?Are all your children in your will? Make sure your will has the correct family information. It may seem fairly unimportant but the consequences can be startling
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Executors and Safe Deposit Boxes in PennsylvaniaThe long standing rules for executors to enter and to inventory a safe deposit box have recently changed. The state of Pennsylvania no longer provides...
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Find Out What Trust Lawyers Know About Trusts That You Don'tTrust law can be a complicated field to navigate through so we wrote a guide explaining the many types and uses of trusts to help you find the right trust.
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What To Do About Tricky TrustsThe more trust language you understand the more likely you will have the right trust in place for you or the better you will understand your role in a trust.
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Income TaxDeadline Is Near For 2010 FilingsAre you getting your return done by a tax preparer or changing accountants or tax preparers? This brief to do list helps you to get ready