Berman & Asbel, LLP

Estate Planning Archives

4 Problems That Can Be Avoided with an Accessible Will

Estate planning documents, such as wills, contain sensitive information and should be kept in a location that is secure, accessible, and logical. Someone will eventually need to access them. Often the attorney who writes the will or draws up the estate documents will hold the original or a copy of those documents for safekeeping and to make it easier for administering them when needed. The client will take home a copy or the original.

Marriage may require new estate planning

Pennsylvania residents who are contemplating marriage in the near future know that planning is essential and helps to make the experience seamless. While that is true for a wedding, it is also true for financial planning after the ceremony is over. There are issues that require attention to enable future security for the couple and their family.

The importance of proper estate planning in Pennsylvania

When it comes to estate planning, a little foresight can go a long way. This is because what the law says about passing down assets may contradict with the wishes of someone who has passed away. For instance, it may not be possible to pass down assets from a grandparent to a grandchild without specifically including the grandchild in a will or trust.

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