As we travel through the phases of our financial life, our needs change. The New York Daily News article, "3 ways to choose the right
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Why the Wealthy Don’t Carry Through with Their Estate Planning
Once a trusts and estates lawyer has designed and discussed a client's estate plan, the next step is to implement it. Drafting the documents, creating
Legally Dead Man Shows Up as Outlaw Years Later
The process for declaring someone legally dead is one that is covered in state law, but in Pennsylvania, the statute's language does leave some leeway
How Much Inheritance Tax Did Grandma Leave Me to Pay?
Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance
Art Collector’s Million-Dollar Will Challenged by Husband on Facebook
The monumental battle over the $100 million-plus estate of art collector Melva Bucksbaum is now being broadcast in a family war of words on Facebook.
Beneficiaries…What Are Those?
"When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?" If
Planning for the Future of Your Farm Business
"A lot of factors go into crafting an estate plan for your farming operation." The High Plains/Midwest Ag Journal's article, "Planning for the future of
Supreme Court Changes Estate Planning for Married Same-Sex Couples
"The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage." The recent Court decision has changed financial and estate planning significantly for
A List of Must-Have Estate Planning Documents
"Why Now Is the Best Time to Plan" Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
A Life Change Means It’s Time for an Estate Planning Review
"Having an estate plan doesn't mean that the job of protecting your family's future (and present) ends." If you have an estate plan in place,
Don’t Leave it to Chance: Spell out Executor Fees in Your Will
"Even on so-called simple estates, executors typically earn their fees." A legal battle in New York shows an aspect of estate planning that often doesn't
How to Track Down a Missing Will
"Wills and trusts have been found hidden in rafters and in freezers, to name but a few interesting hiding places." You know that your mom