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When I ask my clients what is driving them to come see me for estate planning, I usually get the same answer; we want to

Dana was Born and raised in Central Pennsylvania. A graduate of Mechanicsburg Area high School in 1987 and Central Penn University in 1993 with a

I essentially work with the executor/administrator/trustee and help them manage the assets and expenses of the decedent. It’s like taking over a person’s financial life

This blog discusses cohabitating in the context of two adult individuals who live together but who are not married. They can be a partner, significant

What is the worst-case scenario if I don’t plan? This is a question that was raised to me several years ago by a client,

This is a question that we receive all of the time in our office. The answer is because you could have personal liability as an executor

We recently did a blog that talked about how national companies and mainstream media often talk about avoiding probate at all costs and the advantages

When it comes to planning for retirement, the most important person may, probably, be a financial planner or someone to make sure that you have

This is a statement that we hear on a regular basis in our office when we talk about aging and potentially needing assistance for our

It is so easy these days from the comfort of our homes to be able to learn all about our ancestry and to be able

It is important to understand that a trustee is a fiduciary and is held to a higher standard of duty. It is imperative as a

This is a question that we receive at least once a month if not more in our office. Individuals who were named in a Last Will