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Recent Blog Posts

Avoiding Family Conflicts

Estate litigation is a lengthy process.  On average, a lawsuit will take 2 or 3 years to resolve.  Due to the lengthy timeline of the estate litigation process, it can be helpful to be aware of the following in order to avoid potential future conflicts. Create An Estate Plan Uncertainty and conflict are bound to […]

Choosing An Executor

For many individuals, preparing the details of an estate plan is a complex and challenging process.  Once decisions have been made and documents drafted, it is time to decide who is best suited to handle the estate administration duties.  This individual, the executor, will have the responsibility of carrying out the provisions set forth in […]

Estate Planning for LGBT Families

Since the landmark Obergefell v. Hodges ruling from the United States Supreme Court that made same-sex marriage legal across the country, LGBT families should be prepared for the major financial implications resulting from that decision.  Beyond taking advantage of filing joint tax returns, same-sex couples are now able to avail themselves of the same estate […]

Reviewing Your Estate Plan After Major Life Changes

While it’s not something most people like to consider, estate planning is critical.  It’s important to know that if something were to happen to you, that your wishes will be respected and your loved ones protected.  As you move through life, your last wishes can change and it’s important to update your estate plan accordingly. […]

ABLE Accounts for Disabled Beneficiaries

ABLE (Achieving a Better Life Experience) accounts are tax-advantaged accounts for disabled beneficiaries.  Although the ABLE program legislation was passed by Congress in 2014 and Pennsylvania has passed legislation authorizing the state to offer these accounts, they are not yet available.  Read on to learn more about the ABLE program and how it can help […]

Avoiding a Will Contest

A primary goal of estate planning is to protect against the possibility of disagreements among your heirs after you pass away.  However, will contests are becoming increasingly common. There are many reasons why disagreements can occur over the distribution of your estate.  For example, perhaps you allocated a larger inheritance to one of your children […]

Comprehensive Estate Planning

Traditional estate planning focuses on what happens to our assets after we pass away.  It is a way to ensure that our belongings are distributed according to our wishes in a timely manner and with minimum expense.  Estate planning is important but it is also essential that we plan for our lifetime.  Lifetime planning allows […]

Estate Planning Essentials for Millennials

If you were to suddenly become incapacitated, do you know who would make medical decisions for you and or manage your financial affairs?  Do you think that person’s decisions would be in accordance with your wishes?  Would he or she pay your bills and take care of your financial affairs?  If you are unsure about […]

Estate Planning Objectives

There are a number of misconceptions about Estate Planning that can cause people to plan poorly or not at all.  One of the most common myths about Estate Planning is that it is only for the elderly and wealthy.  The truth is, that anyone over the age of eighteen should have a basic Estate Plan […]

Save Time and Money: Steps to Help You Avoid Probate

Effective estate planning will ensure the speedy transfer of your assets to your heirs in accordance to your wishes.  Now is the time to determine what you would like to happen to your property when you pass away so that you can save your heirs a significant amount of time and money. What is Probate? […]