Category Archives: Estate

What Executors Should Do First After a Death in Pennsylvania: A Step-by-Step Estate Administration Guide

What Executors Should Do First After a Death in Pennsylvania: A Step-by-Step Estate Administration Guide

 Serving as an executor after a loved one’s passing can feel overwhelming, both emotionally and legally. Gibson & Perkins, PC has helped numerous clients in Media and Delaware County, Pennsylvania navigate this difficult process, ensuring that estate administration is handled efficiently and in compliance with state law. Executors have specific legal duties that must be […]

Spring Estate Plan Checkup: Life Changes That Mean It’s Time to Update Your Will or Trust

Spring Estate Plan Checkup: Life Changes That Mean It’s Time to Update Your Will or Trust

Spring is an ideal time to review your estate plan, and Gibson & Perkins, PC in Media, Pennsylvania emphasizes the importance of keeping your planning documents current. Life events such as marriage, divorce, the birth of a child, or significant financial changes can make wills and trusts outdated, potentially creating challenges for your loved ones. […]

April Is When Families Discover Estate Planning Gaps After Tax Season

April Is When Families Discover Estate Planning Gaps After Tax Season

Every year, as tax season comes to a close, families in Media, Pennsylvania, often uncover gaps in their estate planning they hadn’t previously considered. Gibson & Perkins, PC helps clients understand that reviewing estate documents after taxes is not just about numbers—it’s about ensuring that wills, trusts, and beneficiary designations accurately reflect current family circumstances […]

Estate Planning After Winter: Documents Families

Estate Planning After Winter: Documents Families Often Forget to Update

Gibson & Perkins, PC frequently encounters families in Media, Pennsylvania who realize after winter that their estate planning documents are outdated. Busy schedules, life transitions, and unawareness about legal changes mean that wills, trusts, and powers of attorney may not reflect current circumstances. Reviewing these documents ensures that your assets, guardianship choices, and healthcare decisions […]

Tax Season 2026: Key Deadlines and Estate Planning

Tax Season 2026: Key Deadlines and Estate Planning Strategies Families Should Know

As tax season 2026 approaches, it’s important for families to stay ahead by understanding not only the important deadlines but also the estate planning strategies that can safeguard their future. Proactive tax and estate planning can not only save money but also ensure that assets are protected and passed on to loved ones without complications. […]

Love and Legacy: Why Couples Should Create an Estate Plan

Love and Legacy: Why Couples Should Create an Estate Plan Together

Estate planning is one of the most responsible and loving acts couples can undertake to protect their family’s future. While it may not be the most romantic topic, the importance of planning ahead to secure your assets, healthcare decisions, and children’s guardianship cannot be overstated. By creating an estate plan together, you and your partner […]

Federal Estate Tax Updates for 2026 | Gibson & Perkins, PC

Federal Estate Tax Updates for 2026: What Families in Pennsylvania and New Jersey Should Know

 As we approach 2026, significant updates to the federal estate tax are set to impact families in both Pennsylvania and New Jersey. These changes could lead to larger tax liabilities for estates exceeding certain thresholds. Understanding these updates and the strategies available to mitigate the tax burden will be critical in protecting your family’s wealth. […]

Why January Is the Perfect Time to Review Your Will

Why January Is the Perfect Time to Review Your Will and Update Beneficiaries

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 […]

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