» Estate Planning

Senior couple, documents and sign contract for life insurance or home mortgage. Discussion, signature and retired elderly man and woman signing legal paperwork for will or loan application together.

5 Important Pennsylvania Estate Planning Documents

It’s vital to have a well-drafted estate plan in place to ensure your assets will be distributed in the way you wish after you pass — and your loved ones will be financially protected. However, a comprehensive estate plan is so much more than a l… Read More
Read More
Categories: Estate Planning
codicil to a last will and testament and irrevocable trust concept

Should We Have a Joint Revocable Trust?

Trusts are an essential legal tool that can be used to ensure you meet your estate planning goals and have peace of mind that your wishes will be carried out. In addition to distributing your assets to your chosen beneficiaries, they can also maintai… Read More
Read More
Categories: Estate Planning
Elderly woman hugs her very old dog concept.

Can You Establish a Pet Trust in Pennsylvania?

For many people, pets aren’t just animals — they provide unconditional love, companionship, a sense of security, and are an important part of the family. You might be concerned about what will happen to your pets in the event you are hospitalized… Read More
Read More
Categories: Estate Planning, Pets
house with coin stacks concept

Does a Beneficiary Pay Taxes on an Inherited House?

A house can be a significant inheritance. However, there are also legal and financial responsibilities that come with it. One of the first things you, as a beneficiary, might be wondering is whether you are required to pay tax on the property you inh… Read More
Read More
Categories: Estate Planning
gavel and Probate Court document concept

What is the Pennsylvania Probate Process?

If a family member or loved one has passed away, you may be facing the prospect of taking their estate through probate. Here’s how the probate process in PA works, with or without a will, and what you can expect from the Pennsylvania probate court.… Read More
Read More
Categories: Estate Planning
estate planning checklist

Estate Planning Checklist to Make Sure Your Estate is Covered

A complete estate plan is more than just a will. Make sure your estate is covered, and your personal wishes are met, by using this estate planning checklist with must-have documents for estate planning. Knowing you have what you need in place now wil… Read More
Read More
Categories: Estate Planning
inventory of estate assets to avoid dying without a will

What Happens When You Die Without a Will in Pennsylvania?

When a family member or loved one dies without a will, it can leave you scrambling to determine what to do with their property and assets. Pennsylvania has laws that control who will inherit if someone dies without a will. However, dying without a wi… Read More
Read More
Categories: Estate Planning