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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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Current Pennsylvania Estate Cases- Promissory Note Forgiven

A recent Pennsylvania case involved an insolvent estate (this means that the assets of an estate are insufficient to pay its debts, taxes, and other miscellaneous expenses), there was a promissory note owed to the descendant by his son. The question arises, can a direction in the will to forgive this debt be valid since …

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Avoiding Wills Disputes? What Your Estate Planning Attorney Needs

Why Revealing Personal Information to your Estate Planning Attorney Is Essential To Successful Planning By: David M. Frees III, JD Ever wonder how much or what information has to be revealed to your estate planning attorney to make sure they do the job right? The more information you expose regarding relationships as well as other …

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Changing Your Estate Plan With a Malvern Estate Attorney

Malvern Estate Attorney Discusses Implications of Moving on Estate Plan  Having an estate plan is very important to making sure your estate passes smoothly, and with minimal taxes, to your heirs upon your death. However, you may not devote much time thinking about the plan once it is created, considering it has already …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069
Paoli, PA
43 Leopard Road, Building II
Suite 103
Paoli, PA 19301
(610) 240-0750