21 Sep, 2022
Special Considerations: I don’t have anyone to appoint.
Leaving a lasting legacy is a goal for most of us. For many of us, our focus is providing for our family, most often our spouse, children and grandchildren. These individuals are also the ones who we most often appoint to important positions in our estate planning documents. For a variety of reasons, however, not … Read More
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