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Resources & Blog Posts

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Blog Category | Estates & trusts

What is the Difference Between a Will and a Trust?

While both estate planning tools, a will and a trust, serve different functions. Although a will does not avoid probate, a trust can, making it a beneficial option if you want to distribute your assets to family members while reducing the complexity that accompanies the probate process. Determining the correct...

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What are Beneficiaries?

Beneficiaries are the individuals to whom you want to distribute your assets. Essential to every estate plan, beneficiaries can reap the benefits of your bank accounts, life insurance, or retirement accounts. Choosing which beneficiaries to name is a delicate process that requires careful consideration and adequate time to make such...

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How Do I Avoid Probate?

Probate is the process by which a person’s will is validated by the court, and a decedent’s property is distributed amongst heirs. This formal process can take several months to several years. Both expensive and time-consuming, there are ways that you can avoid probate, such as allowing your assets to...

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How to Contest a Will and Win in PA

Losing a loved one is hard enough. All too often, on top of reeling from a tragic loss, the grief-stricken are also hurt and confused when they are left to wonder why they weren’t fairly included in the will – or worse, wholly omitted. Too often, the will reflects the...

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October 17, 2022 – October 23, 2022 is National Estate Planning Awareness Week

HARRISBURG, PENNSYLVANIA – More than half of Americans, an estimated 56%, do not have an estate plan in place, making estate planning a critically overlooked component of financial wellness. This creates hardship, financial or otherwise, that can be diminished by advanced planning. National Estate Planning Awareness Week (H. Res. 1499)...

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