Archives: October 2020

Crafting a Powerful Financial Power of Attorney in PA

10/27
Once you’ve decided to establish an estate plan, you most often spend much of your time planning your legacy gifts and designing a Will or a Revocable Trust (aka Living Trust). But Estate planning must include other documents such as... More »

Special Needs Estate Planning How Pennsylvania Families Can Hit a Bulls Eye.

10/19
By Linda M. Anderson, JD, LL.M. CELA Estate planning for our special needs family’s extends way beyond planning the ordinary goals of minimizing taxes and properly distributing assets. For our special needs families, the goal is to build air tight... More »

Essential Documents in a Pennsylvania Estate Plan

10/12
When people think about putting together an estate plan, they mostly think about drafting a will. While a will is part of an estate plan, there are other documents that you need as well. Failure to create a comprehensive estate... More »

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