Estate Planning

When you are gone, you want your estate to be distributed to your beneficiaries as you had planned. Having a will in place is half the job done. The rest lies in choosing the right person to execute your wishes. No matter the size of your estate, settling on the right...

Pennsylvania is one of just six states that require people to pay taxes on money or property they’ve inherited. An inheritance tax is different than an estate tax, which is levied on the estate itself. If you’re preparing to develop your estate plan, you likely want...

Estate planning can provide peace of mind, ensuring that your interests, loved ones and assets will be protected while you are no longer around. Unfortunately, estate planning can also be a fertile ground for some very costly mistakes. Making sure you are aware of the...

Even though someone creating a last will may set aside assets to compensate the executor, it is a largely underpaid and unappreciated position. Handling an estate comes with a lot of work and stress that will likely dwarf whatever payment someone offers for that...

There are many reasons why individuals sit down to engage in estate planning. They do so to ensure that the wealth or assets that they amass during their life remain in the hands of those they care about most once they're gone. One of the biggest fears that testators...

Individuals who are in a position of managing someone else's money are called fiduciaries. An executor of an estate is an example of someone who fulfills such a role. An executor has two primary obligations. Their first one is to uphold a testator's final wishes, as...

People in the Gettysburg area may put off estate planning in part because it is not pleasant to think about dying. Although it can be a hard process emotionally, creating an estate plan which includes a will or trust early, and updating it often can save loved ones a...

Many Gettysburg area residents remarry at some point after their initial marriage ends. Remarrying is a joyous occasion for the happy couple; a chance for a new start. But it can also result in complications for estate planning. A remarrying couple should make sure...

Trusts are powerful instruments for wealth management and estate planning. They are also highly customizable, and can be adapted for a wide variety of purposes. For instance, many wealthy people set up trusts to help provide for their favorite charities. However,...

Pennsylvanians undoubtedly understand the value of having a comprehensive estate plan to address their property, goals and protect their loved ones in the future. This is a fundamental necessity for everyone whether they have significant assets or are of modest means....