The new year represents a fresh start—a time when people reflect on their lives, set new goals, and work toward a better version of themselves. While many focus on personal fitness goals, financial resolutions, or career changes, one crucial area that often gets overlooked is estate planning. Reviewing and updating your will and beneficiaries is […]
Category Archives: Estate
As the New Year arrives, many of us reflect on the changes we want to make in our lives—whether it’s getting healthier, focusing on career goals, or spending more time with loved ones. However, one of the most important resolutions for 2025 might not be on your list yet, but it should be: ensuring the […]
As the year comes to a close, many individuals with significant estates face a crucial opportunity: reducing their estate tax liability. Gifting strategies before the year ends can significantly lower the taxable value of an estate, ensuring that more of your wealth passes to your heirs rather than to the government. By strategically gifting assets […]
When you begin to plan your estate in Pennsylvania, you might be faced with the question: can you disinherit a family member? The answer is, yes, you can legally disinherit a family member, but the process involves specific rules that must be followed for it to be valid and enforceable. Whether you are considering disinheriting […]
As 2025 draws to a close, it’s the perfect time to assess and finalize your estate planning. Many people focus on setting financial goals for the new year, but one area that is often overlooked is updating an estate plan. Estate planning is not just about having a will in place; it’s about ensuring that […]
As the leaves begin to change color and the air grows crisp, the transition into fall brings with it a natural opportunity to reflect, prepare, and organize for the future. Many people think of fall as the season for cleaning, updating their wardrobe, or getting their homes ready for winter. However, it’s also the perfect […]
As the year draws to a close, estate planning lawyers find themselves under pressure to finalize documents and ensure that their clients’ affairs are in order before the New Year. The rush to meet deadlines can lead to oversights and errors that may result in malpractice claims. Estate planning is a highly detailed and delicate […]
The holidays often bring families together, and for blended families, this is an opportunity to reflect, reconnect, and prepare for the future. Estate planning is not always the first thing that comes to mind during these celebrations, but it should be. Whether you are remarried, have children from previous relationships, or are dealing with stepchildren, […]
When a person passes away without leaving behind a will, they are said to have died “intestate.” In Pennsylvania, the intestacy laws determine how your assets will be distributed after your death. These laws may not align with what you would have wanted, and it can create unnecessary complications for your family and loved ones. […]