Estate Planning

Trust planners are lately becoming an essential part of estate plans in Pennsylvania as well as across the United States. Now, if you are unfamiliar with the term, a trust protector, as the name suggests, is appointed to look over or protect the trust so that the variation in the law does not adversely impact […]

Over the years, more and more people have started using trusts, but many of them are still facing difficulties creating trust. One of such problems is about the bank and financial institutions that fund the trust. We are writing this article to help you understand the reason behind the creation of such problems. This is

It was about 2020 when Texas court ruled about a case: In the Estate of Mayberry! “The court ruled that the common-law wife of a deceased individual who dies interstate lacked standing to remove the deceased’s daughter as an independent administrator.” The ruling followed several decisions that can serve as a lesson for estate planning.

The onset of coronavirus has elevated the importance of estate planning. Also, it is the time of all-time high estate tax exemptions and, thus, a perfect time to engage in estate planning. You should start creating your estate plans if you haven’t already. Or if you have already started, start finalizing the documents This article

Getting diagnosed with Alzheimer’s comes with many challenges, ranging from fear and uncertainty about the future to the issues related to estate planning. If your loved one has been diagnosed with Alzheimer’s, following estate planning tips would come in handy. Estate Planning Documents All of the appropriate estate planning documents must be in place following

As the rate of COVID deaths is dropping due to the availability of vaccines, we are hopeful about what the future holds for us. That being said, it is a good time to review your estate planning documents. We have made an ultimate estate planning documents checklist for the people who simply need to revise

There are various ways by which you can pass on your assets without probate. A probate estate does not include any account or policy with a beneficiary designation or joint ownership with rights of survivorship.  At the time of death, these assets pass on to the person already designated in the will or the joint

Transferring property to the people and the charity of your choice has been made easy via estate planning too; a living trust. But here is one thing to remember. Your assets would be held in the name of the trust and not in your name. That being said, it is crucial to name your trust

Families often have members that are willing to influence assets distribution for the sake of personal gains. These black sheep may be known or hidden from other members of the family. whether you are sure about a black sheep in your family or have doubts about one, this article is exclusively for you. You are