Blog Category | Estate & trust planning

A common first step in estate planning is deciding who you would like to appoint as the Executor¹ of your Estate. Assuming that the named Executor agrees, they can then be sworn in and granted Letters Testamentary by the Register of Wills for the applicable County in Pennsylvania. But what...

Congratulations, you did it! You have successfully guided your child through the challenging college admissions process and their final year of high school. Now, as you and other parents prepare to send your children off to college, there is an important task that often gets overlooked: getting an “advanced healthcare...

A “power of attorney” is an important estate planning tool that allows you to designate an agent to act on your behalf and manage your affairs. 20 Pa.C.S.A. § 5601, et seq. In Pennsylvania, all powers of attorney are presumed to be “durable,” meaning the authorized powers last through any...

If you have a Will in place, need one completed, or are named executor of a Will, ensure that it is an Original, Self-Proving Will. Whether or not your Will is valid differs among the states, but even if your Will meets the minimum requirements to be valid in Pennsylvania,...