Gifting Your House: A Primer
One of our more common questions at the office, this question pops into just about every estate planning discussion. There is good reason...
Will Drafting 101: Avoiding Disputes for Tangible Personal Property
One of my first trips to the courtroom involved a dispute between two brothers over a parent's handwritten disposition of a riding...
What's the Difference? Estate Plan vs. Wealth Transfer Plan vs. Long-Term Care Plan
Clients often come into our office to do "estate planning" for them, which could mean a variety of services. Here is how we divide up the...
Filial Support Update
Clients routinely ask if they can be forced to pay for a parent's nursing home bills. The current answer in Pennsylvania is YES--under...
Caregiver Agreements: Getting it Right
Each day, many children and other family members return home from their "regular" job and start their additional line of work, caring for...
Trusts: A Primer
Trusts are a fundamental component of estate planning, and clients here the term often. However, understanding the nature of trusts...
Tax Allocation Clause in Your Will
Does your Will have a tax allocation clause? How does it direct that inheritance taxes will be paid? Don't know? You probably should. Tax...
The Promise of Non-Probate
The nature of our clients' assets is changing--in many ways, for the better. We live in an increasingly non-probate world, where more and...
Special Needs Trust: A Primer
Special Needs Trusts: A Primer We hear the term “Special Needs Trusts” with some regularity, and many of us have a general idea as to...
Naming a Guardian for Disabled Children in Your Will
Many testators (persons who have a Will) are familiar with the concept of naming a guardian for minor children. In the case where both...