A Legacy Of Solving Clients’ Problems

You have always been very careful with debt. You use your credit card sparingly and avoid taking out loans that you think may put additional financial strain on you and your family. Your parents have not necessarily used the same tactics. You know that they have a...

Adult children who have lost a parent often have a difficult path ahead. Not only do they have to process their grief, but they often have to address a variety of practical considerations related to their parent's passing. Children often have to plan the funeral for...

Arguably the most important legal document in an estate plan is the will. A will allows the testator to decide how their assets are managed after they pass away. An estate plan is often centered around the instructions in a will. As such, it is important not to make...

A key goal of estate planning for those with considerable assets is minimizing or avoiding estate taxes. This tax, which is currently levied on individual estates worth just over $13.6 million and above, can take a big chunk out of the wealth you want your family and...

In Pennsylvania, when putting your home on the market, you can maximize the selling price by presenting your home in a manner that appeals to potential buyers. While navigating the process, taking specific steps can attract more interest in your property, which also...

When a Pennsylvania resident creates a trust, the party they choose to manage and distribute the trust assets has a great deal of responsibility. Trustees are fiduciaries because they are legally responsible for managing other people’s money. This means that they are...

Next of kin in Pennsylvania is your spouse, child or closest living relative. If you die without leaving behind a will, then Pennsylvania follows next of kin laws to distribute your estate. Surviving spouse If the decedent has a surviving spouse and no living parents...

Perhaps the most important duty an executor has is to inventory and protect the assets a person owned upon his or her death. This helps to ensure that beneficiaries get what was promised to them in the testator's will. If there is no will, an accurate inventory can...

Opening an estate in a Pennsylvania probate court might be necessary when someone passes away. Even if the person had few assets, probate could provide legal personal representation powers in estate matters. That representative becomes known as the executor of the...