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Strengthening Your Special Needs Trust

by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

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Mistakes Executors Make and How To Avoid Them

Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …

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The Will TO DO List For Parents

If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …

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Avoiding Will Contests – How To Prepare For The Worst

Have you thought about disinheriting a child or grandchild? Do you intent to “write” an heir out of your will who might expect an inheritance? Are you leaving one child more than another child? Do you children have radically different needs and you are considering an unequal distribution or gift to your children? If you …

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What Controls? The Will or The Beneficiary Designation?

Are you a Pennsylvania resident? Do you know whether or not your will controls or the beneficiary designation for your life insurance, annuities, and other non probate assets controls who gets those assets? I recently ran across this great little article on the important question of which controls – The will or the named …

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West Chester, PA
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P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
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Phoenixville, PA 19460
(610) 933-8069