If you are a parent or grandparent planning to contribute towards the education of a child or grandchild, a qualified state tuition plan is a tool to get the most out of your contributions. All states have established some...more
Disinheriting a spouse in Pennsylvania is not as simple as leaving a spouse nothing under the Will. In Pennsylvania, the surviving spouse has the right to receive an “elective share” of certain property of the deceased...more
Many people are fearful of contemplating their own deaths. However, failure to plan or consider what should happen to your assets at death may be very harmful to your family. If you fail to plan and die without a will, the...more
People are frequently advised that they should avoid probate at all costs and use transfer on death or “TOD” registrations to achieve that result. Although accounts titled in this fashion become the property of the designated...more
During the healthcare crisis caused by COVID-19, Pennsylvania and New Jersey have temporarily suspended their requirement that notaries be physically present at the execution of certain estate planning documents. For many...more
Many people believe that once they have executed their estate planning documents, those documents can remain in the safe deposit box until the day when they may be needed. However, your estate planning documents should be...more
4/7/2020
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Best Practices ,
Durable Power of Attorney ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Guardians ,
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Wills
Pennsylvania’s Revised Power of Attorney Act: Major Changes May Not Necessitate Revising Your Power of Attorney -
You may have read about the overhaul of the Pennsylvania laws governing Powers of Attorney used for...more