Estate Planning and Administration

I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.

If you have any debts when you die, be sure that you leave a wide paper trail. You […]

I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.

This may sound elementary, but not being able to locate your Last Will & Testament is tantamount to […]

Covering All The Bases; When I Die, I Want. . .

I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.

My Funeral […]

You can make an enormous difference in someone’s life by the way you create your last will & testament. Your gifts can create opportunities for your beneficiaries for years, perhaps generations, to come. Let me explain.

Suppose you know of a charity which helps educate children around the world, or one that responds to emergencies within the United States. Your gift to that charity will help educate children or rebuild a flood-ravaged home.

You might be saying “I’m not rich. What good will my $500 or $1,000 do?” Let me tell you, it will do plenty. Suppose one person in Pennsylvania, you […]

Has your estate planning attorney told you that he or she does not handle any estate administration? I know what some of you may be thinking. “Why in the world would I want to work with someone who does not know how these wills and trusts will work out after we pass away”?

Sadly, this has become the reality with some attorneys who try to specialize in fancy estate planning which serves to shelter funds. The truth is; the person who is helping you plant the seeds should also know how to reap the harvest.

Most of us want to know that […]