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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

10 Nov, 2024

Fiduciary Relay Race: From Agent to Executor

When discussing the role of fiduciaries in your legal documents, it is important for you and those you appoint to understand how responsibilities begin and end within each of the documents you create.  Similar to a relay race, the baton (your physical estate and intangible legacy) is passed between fiduciaries who are appointed for various Read More

30 Oct, 2024

How to Appoint a Fiduciary 

Fiduciaries can be appointed to serve you in a variety of ways.  Three of the most common roles of a fiduciary include acting as an Agent or Attorney-in-Fact in financial or health-related matters during your lifetime, as the executor of your estate once you pass, or as a trustee.  When preparing your estate plan, you Read More

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