Estate Planning

What Happens if I Die without a Will in Pennsylvania?
There is a common misconception that the government takes assets if someone dies without a...

Survivorship Rights in Pennsylvania
Married without a will in Pennsylvania? Do you think your surviving spouse will inherit everything? ...

How to Write a Valid Will
Do you need a lawyer to create a valid will? Short answer: no. If you...

The 5 Most Important Estate Planning Documents
What are the 5 Most Important Estate Planning Documents? Noted author and financial planner Suze...

What is Estate Planning?
Let’s start by understanding what estate planning is before moving on to why it’s essential....

When is a Will Really a Will?
The rules for executing a Will in Pennsylvania are simple and clear. Unfortunately, life, and...

What Happens to A Deceased Relative's Debt When They Die?
A common concern of clients during the initial estate planning process is what happens to...

How to Access the Digital Assets, logins, and passwords of Someone who Has Died
Accessing the digital assets of a loved one after they have passed can be difficult....

What is an Alternate Valuation Date for Federal Estate Tax Purposes?
You may have heard about the “alternate valuation date” when valuing assets for federal estate...

College-Bound Kids? Why a POA for Teens is More Important Than Ever
With the possibility of students returning to school during a pandemic, making sure they make...