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05 May, 2022

Digital Wills

Times may change, but “standards” must remain. Even as much of our lives become digitized, some things remain in traditional form.  In 36 out of 50 states, including Pennsylvania, Delaware, Maryland, New Jersey, and New York, Wills cannot be fully digitized. The writing (provisions) of your Will can be typed, but signatures by you and Read More

05 Feb, 2022

Revocable Trust 

A revocable trust is a part of many individuals’ estate plans. The document is a legacy-driven tool that determines how your assets will be handled after you die. The assets in the trust can include real estate, investments, vehicles, bank accounts and other items.  A revocable trust is created, and revocable, during your lifetime. Assets Read More

12 Jul, 2021

Supplementary Needs Planning

A crucial consideration for your comprehensive estate plan involves caring for family members or loved ones with special needs. Leaving gifts to loved ones with special needs might cause unintended consequences without proper planning. Your estate plan can include a Special Needs Trust (SNT) that will ensure both funding and resource management that best serve Read More

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