Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible. To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.
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Senator Edward Kennedy's Will - ProbatedThis is Senator Edward Kennedy's will as offered for probate. It contains som interesting lessons and information.
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Worried that you have kids - older or just born but haven't done your will or updated it? Want a reminder of what you need to do right now? Feel better. Just download this easy reminder list on what and how you name a guardian, update your will, pick an executorThis check list lets you know and reminds you of what to do to do a will or to update your will, trust, or estate plan. This is especially important when you have children. Copy it, print it, and follow the list to protect your kids.
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Get Grandma The Right Advisor To Avoid Trust Mill and Sales ScamsMany elderly people are falling victims to trust mills and trust "salesmen" posing as "certified trust advisers" and selling form trusts and expensive products to the elderly either at seminars or in their homes. Some states, including PA have moved to sue these fraudulent players to protect the elderly.
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Basic Estate PlanningWhat are the basic planning tools and what problems do they solve? What do many Pennsylvania residents fail to do that can cause problems? How do the best will attorneys in Chester, Montgomery, Delaware and Philadelphia counties protect their clients' and clients' estates?
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Who Has The Right to Inherit In PennsylvaniaUnder Pennsylvania law your will might not always work. This article explores laws that might override a Pennsylvania will and how you can still keep control of your estate plan and carry out your wishes.
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Revocable and Irrevocable Trusts In PennsylvaniaBoth Revocable and Irrevocable Trusts are important tools in your Estate Planning. Discover the pros and cons and what makes a Trust Revocable or Irrevocable
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Courts Deciding Cases Involving Gay Marriages and Probate IssuesMany courts are beginning to confront the issues created by some states and countries recognizing gay marriage while others do not. Issues such as wills, and medical and business powers of attorney are beginning to be decided by local and appellate courts. The mixed results show the need for gay couples in Pennsylvania with and without children to do effective will and trust planning. There are best practices for gay and lesbian couple from Pennsylvania to consider in their will, trust, and estate planning.
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Enhanced Estate Planning To Pass On Finacial Wealth and WisdomIn this Interview David M Frees III describes how to take your estate planning to the next level and to protect your families values, knowledge and wisdom for generations to come.
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Why You Need to Review Your Estate Plan NowIn this newletter: - How your present wills and trusts may be structured now - Why you might modify them for Increased Flexibility - Why mandatory funding of trusts might still make sense for some clients - Why you need to review beneficiary designations and ownership of joint assets