Resources

Why Plan Your Estate?

Estate planning is not just about how much money you have, it’s about protecting the property you have acquired during your life and passing it on intact to those you love, after you’re gone.  It ensures that what you have, gets to the people you love, the way you want, when you want.

If you were to become ill, injured, incapacitated, or pass away today, are you certain that your personal and financial affairs will be taken care of the way you want?  Estate planning allows you to legally ensure that your personal and financial matters will be handled the way you want, by whom you want, in accordance with your specific instructions.   Learn more…

Is Your Estate Plan Up-to-Date?

Have you executed a will or a trust? If you have signed a will or trust has it been reviewed in the last 2 years? These are just two questions you should ask about any planning you already have in place regarding your estate.

Without proactive planning, you are relying on the Pennsylvania legislature to determine to whom and how your assets will be distributed in the event of your death.  In addition to having potentially very undesirable results, intestacy is usually the most costly and time-consuming method of passing your assets to your loved ones.  Learn more…

Frequently Asked Questions about Estate Planning

A list of commonly asked questions regarding estate planning, probate, wills, estate tax, trusts and more.  Learn more…

Glossary

Refer to this handy list of estate planning related terms.  Learn more…

Links

A list of helpful links in the area of estate planning, taxes, elder care and more.  Learn more…