What New Parents Need to Know About Estate Planning

What New Parents Need to Know About Estate Planning

Estate planning might be the last thing on your mind when you are new parents. While this is totally understandable, there are reasons that you should have your estate details sorted out even if your child is very small. The sad truth about life is that things can be...

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What is a Pour-Over Will?

What is a Pour-Over Will?

This is not a common kind of will for people to know about, but it is an option in Pennsylvania. This is a great companion to a trust and something that many people should consider for their estate planning process in PA. If you already have a trust in place, this can...

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What If an Account Has No Named Beneficiary?

What If an Account Has No Named Beneficiary?

When you have left the estate of someone who has passed away, you have a lot of things to think about. You probably are not aware that you might run into issues with accounts that you do not have access to. This is a very common issue that can crop up when an estate...

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Should Your Retirement Planning Include Estate Planning?

Should Your Retirement Planning Include Estate Planning?

Many people are confused about the difference between estate planning and retirement planning and they mistakenly believe that retirement planning is the same as estate planning. These processes are unique but they go hand in hand toward making sure that you have set...

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Can You Change Your Estate Plan During Divorce?

Can You Change Your Estate Plan During Divorce?

Divorce can be really stressful for so many reasons, not least of which concerns about your estate now that you are likely going to be changing your beneficiary. If you want to remove your spouse as trustee and beneficiary, you are in luck! Pennsylvania makes it much...

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What Items Should You Store in a Safety Deposit Box?

What Items Should You Store in a Safety Deposit Box?

Safety deposit boxes can seem like a thing of the past. Many people associate this kind of storage method with their parents or grandparents. This is not entirely the case, however. There are some really important reasons to store specific items in a safety deposit...

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What If an Estate Owes Back Taxes?

What If an Estate Owes Back Taxes?

There are so many considerations that go into taking over an estate when someone dies in Pennsylvania. This is one of the most complex states to become a beneficiary when someone passes away due to inheritance taxes and other considerations related to taking ownership...

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Can I Split My Inheritance with My Sibling?

Can I Split My Inheritance with My Sibling?

Pennsylvania is one of the few states that still have inheritance taxes in place. This means that many people try to plan ahead to make sure that the estate will not have to pay a massive amount of tax when someone passes away. If you have a sibling, you might be...

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Crypto and Estate Planning in PA

Crypto and Estate Planning in PA

Cryptocurrency has only been around since 2009 but it has already become a source of great confusion when it comes to estate planning and valuation. The law has lagged behind the time with regard to virtual assets, but this is to be expected. There is so little...

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