Charitable Giving and Estate Planning

Many of us have a cause or charity that is near and dear to our heart. When you begin thinking about estate planning and how you want your assets distributed, you may want to consider the inclusion of charitable giving in your plans. Even if that has not crossed your mind...

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Why Put a Power of Attorney in Place?

A really vital part of estate planning is planning not for death, but incapacitation. Yes, neither make for pleasant conversation, but these are issues that we must all confront if we are to put plans in place to protect our wishes and our goals for the future. It does not matter how...

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What to Include in Your Advance Health Care Directives

We all have the right to determine what type of health care we want to receive or not receive. Sometimes, however, due to injury, illness, or simply the aging process, we run the risk of our healthcare wishes not being honored because we have not adequately communicated them and memorialized them in...

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Leaving Money to Heirs with Spending Problems

Most of us know someone with spending problems. Money management issues can come from being financially immature. It can come from being in an unhealthy relationship where they have little to no say in their finances. There may be an addiction issue at play. Regardless of the reason, struggling with spending problems...

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What Happens When a Person Dies Without a Will?

Dying without a will is referred to as dying “intestate.” As such, a state’s intestacy laws will apply in the event that a person dies without a valid will in place. Pennsylvania’s intestate succession laws come into play to direct where a deceased person’s assets should go in the event that...

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Guardianships in Pennsylvania

At some point, a loved one may become incapacitated due to injury, illness, or simply old age. Regardless, it could leave them unable to make critical medical or financial decisions for themselves. Without a legally designated decision-maker, their well-being could be put in serious jeopardy. In such a situation, a Pennsylvania guardianship...

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How to Dispose of Your Tangible Personal Property

Your estate plan is likely to include a variety of what are referred to as “specific bequests.” A specific bequest is when you name a particular person to inherit a certain item, such as a piece of personal property. You may have made many specific bequests for tangible personal property items such...

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