What estate planning should I do after a major life event (marriage, divorce, birth)?
Life is full of milestones—marriage, divorce, the birth of a child, or the passing of a loved one. Each of these events can have a
Life is full of milestones—marriage, divorce, the birth of a child, or the passing of a loved one. Each of these events can have a
Being named the executor of a loved one’s estate is an important responsibility. Someone has entrusted you to handle their final affairs and ensure that
Many people think estate planning is only for the wealthy or older adults—but that’s a common misconception. I always tell my clients that once you
Pennsylvania is one of the few states that still imposes an inheritance tax—a tax on the transfer of assets from a deceased individual to their
Pennsylvania does not have a gift tax. If you make a gift of money or property to someone in Pennsylvania while you are still living,
Avoiding or minimizing Pennsylvania inheritance tax requires careful estate planning and knowledge of the laws applicable to your specific state. Pennsylvania imposes an inheritance tax
In Pennsylvania, a trust document itself is generally not a public record. Trusts are typically private agreements, and their terms do not need to be
Providing for your minor children or dependents after you’re gone involves careful estate planning to ensure their financial security and well-being. There are several steps
An executor plays a crucial role in managing the administration of a deceased individual estate, ensuring most importantly that their final wishes are carried out.
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