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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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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 …

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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 …

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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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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