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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

27 Jun, 2021

Protecting and Storing your Documents

Having a thorough, customized estate plan is critical for your care and legacy. Once you have your estate planning documents, you need to keep them safe and accessible.  First, pick a safe place to store your estate planning documents in your home. This should be in a fireproof box or safe. Keeping your original estate … Read More

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