January 30, 2025

Trusts vs. Wills: Which Is Right for Your Estate Plan?

Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. When it comes to estate planning, two of the most effective tools are trusts and wills. While both serve the purpose of asset distribution, they offer unique benefits. Understanding the […]

January 20, 2025

How to Avoid Probate with Proper Estate Planning

Probate is the legal process where a court oversees the distribution of a deceased person’s assets. While it ensures proper administration, probate can be time-consuming, costly, and invasive. Thankfully, proper estate planning allows you to bypass probate, ensuring a smoother transfer of assets to your beneficiaries. Here’s how you can achieve that. 1. Create a […]

January 15, 2025

How to Choose the Right Executor for Your Estate

Choosing the right executor for your estate is one of the most important decisions you’ll make during the estate planning process. This person will ensure your wishes are carried out, debts are settled, and assets are distributed to beneficiaries. It’s a big job, so here’s how to choose the best person for the role. 1. […]

April 12, 2020

First Line of Defense is Offense- Estate Planning to Take Control of Your Affairs

There are many financial decisions you can control to maximize your estate for your heirs after you pass.  Now more than ever, it is crucial to make sure your affairs are in order.  Pennsylvania is one of several states that still has an inheritance tax. The tax rate for Pennsylvania Inheritance Tax is 4.5% for […]

Last Wills and Testaments – Estate Planning

Last Wills and Testaments are the last people think of when they talk to their families, friends or spouses.  Most people find talking about creating what we call an “Estate Plan” is morbid.  That couldn’t be farther from the truth.  It is a wonderful gift you can give your family and friends.  It not on […]