30 Sep, 2025
What is a Legacy Plan?
Estate planning is commonly defined as the preparation of structures that serve to manage an individual’s asset base in the event of incapacitation or death. Having an estate plan is essential and as you consider crafting your own, you would be wise to consider how your estate fits into your overall legacy. As previously discussed, … Read More
12 Feb, 2025
Leaving Your Pet to Someone You Trust
According to the 2023–2024 American Pet Products Association (APPA) National Pet Owners Survey, 66% of U.S. households—approximately 86.9 million homes—own a pet. This statistic reflects how deeply woven pets are into the fabric of American families. We can provide for pets with our estate plans in case they survive us. Your estate plan can include … Read More
19 Nov, 2024
PA Intestacy
Despite growing awareness of the importance of estate planning, a significant number of Americans still haven’t taken this critical step. According to a 2024 Caring.com survey, only 32% of Americans have a will or other estate planning document in place—continuing a trend seen in earlier studies (Caring.com, 2024). When someone dies without a will, they … Read More