Tag Archives: Estate Planning

Estate Planning- Is It A Family Affair?

At some point your surviving spouse or partner or even your children will assume responsibility for investing the family’s wealth. Your children’s portfolio may be in the form of a personal trust owned by the children, or due to illness or death the entirety of the family’s invested assets. Children should be prepared to take […]

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Reasons Why Your Trust Should Contain a Residuary Clause

By creating a trust, you are stating your wishes as to how you would like your assets and possessions distributed. Many trusts have a series of specific gifts. However, you should be sure that your trust also contains a residuary clause to best protect the distribution of your assets. Please click here, for more information […]

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Including a Residuary Clause Within Your Will

A residuary clause disposes of any property or assets that were not previously accounted for in the will. Please click here, to see why it is important to include a residuary clause within your will.  

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Where Is The Best Place To Store Your Will?

What Are The Smartest and Safest Places To Store A Will? There are many different locations that you can store your last will and testament. Please click here, for suggestions as to what are the smartest and safest locations for your will.  For more information regarding estate planning documents please contact Unruh, Turner, Burke and […]

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7 Questions Your Will and Trust Lawyer Should Ask You

We are conditioned to ask our advisers numerous question. But discover the questions that they should be asking you.

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Medical Assistance Estate Planning Pennsylvania | Elder Lawyer Malvern

When do I know to assist in my elderly relative’s medical care in Pennsylvania? Assisting in your elderly relative’s medical care not only is a question of when, but also how. Even if you want to assist with decisions when your loved one falls ill or becomes incapacitated, you first have to be named in […]

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Co-Fiduciaries as Executors of Pennsylvania Estate or Guardianship

Co-Fiduciaries as the Executors of an Estate, Trust, or Guardianship in Pennsylvania In some instances, you may have difficulty selecting an executor of your estate or successor trustee for your trust or guardianship, or you may want to have a family member involved but still have the assurance of utilizing a bank or trust company. […]

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Contesting a Will or Estate Plan | Pennsylvania Estate Planning

When Creating Your Will, Get Help to Avoid Contestation in Pennsylvania When you are creating a will, you might not be thinking about whether or not one of your beneficiaries will try to contest it, but the fact of the matter is that this happens quite often. Sometimes it’s a matter of a beneficiary who […]

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Updating A Will and Getting An Estate Plan – The Quick Quiz

Need to get a will or to update your will, trust or estate planning? Want to know if your plan is still good? Take this quiz…

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If You’re Going To Make A Statement In Your Will – Don’t Mumble And Get The Right Lawyer

Want Your Estate Plan To Really Work ? Most Plans Don’t. If You Have A Clear Desire To Leave A Legacy and To Protect Your Heirs You Need Your Estate Plan or Will To Be Clear, Loud, and Effective. If You Want Yours To Actually Work, Then Here Are The Must Know Strategies and Steps […]

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