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
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