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Category Archives: Estate Planning

Category Archives: Estate Planning

The Benefits (and Drawbacks) of an Irrevocable Living Trust

When planning your estate, you may find that you have two specific needs: to reduce your tax burden and to protect your assets and property. One way to do that is to set up an irrevocable trust. Through this process, you place a certain amount of your assets and property in the trust. Once you […]

How the Probate Process Works in Pennsylvania

Whenever someone passes away in Pennsylvania, his or her estate will likely need to go through the probate process. This involves validating the will and distributing any assets and property the deceased individual owned. The process begins when the estate executor, typically named in the will, files for probate with the register of wills in […]

Dividing Insurance Policies, Retirement Accounts When You Have a Blended Family

According to the Pew Research Center, about 40 percent of all marriages in the United States in 2013 included at least one spouse who had been married before. And in many cases, one or both spouses entering into a marriage have children from previous relationships, resulting in an increasingly common situation known as a “blended […]

Lender Beware

Much has been written about Pennsylvania’s Act 95, the new Powers of Attorney (POA) Law. The Estate Planning and Administration Bar has studied and commented at length regarding its revised Notice, Witness and other provisions.  However, the new POA Statute also has a somewhat inexplicable provision, directly affecting commercial lenders. Most commercial loan notes in […]

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