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Estate Administration

When should you update your will?

The foundation of your estate plan is your will. This legal document outlines how to distribute your assets to your beneficiaries after your death. Without a will, the court may decide how to distribute your assets. According to Gallup, approximately 45% of adults in...

What does not go through probate?

The probate process may take a while, which is not ideal if your family needs financial support during an already difficult time. Fortunately, you have options to work around probate and help your family sooner. When you sit down to draft an estate plan, you may want...

Preparing for potential estate taxes

As you immerse yourself in the estate planning process in Pennsylvania, your thoughts inevitably turn to take advantage of those opportunities to minimize the liabilities facing your estate in order to preserve as much of your personal wealth as possible to pass on to...