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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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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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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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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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Forbes Examines How Baby Boomers Are Spending and Planning For Retirement and The Future

Forbes magazine’s review of the ways in which the economy is changing
baby boomer spending and planning.

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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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Malvern Estate Attorney Explains Impact of Move on Living Will

A Malvern Estate Attorney Explains Impact of a Move on Living Will  A move to a new state can impact your estate plan in a number of ways related to the distribution of your assets after your death. For more information on moving to a new state, see our article covering how moving to a […]

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Malvern Estate Attorney Explains Impact of Moving on Power of Attorney

A Malvern Estate Attorney Explains Impact of Move on Power of Attorney  When you move to a new state, the laws of that new state may necessitate changes to your estate plan. See our article covering how your estate plan may change when moving to a new state [Insert Link to Moving to a New […]

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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 been taken […]

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