When it comes to estate planning, people often delay. Millions of Americans, including many in Pennsylvania, know what it is like to put things off until tomorrow. Sometimes, more pressing matters are the reason. But, in many cases, we just procrastinate. According to...
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Estate Planning
What are the most important documents for an estate plan?
When it comes to estate planning, there is one question that most people have first and foremost: Where do I start? For Pennsylvania residents who are thinking about starting their estate plan, it is important to know some of the key documents that should be included....
Get organized to make estate planning easier
The important task of estate planning is put off by Pennsylvania residents for one simple reason: they think it is too difficult. While there may be some obstacles in the estate planning process, why not make it easier for yourself? As a recent article noted, getting...
One big mistake to avoid when it comes to estate planning
Several previous posts on estate planning have noted that, in general, it is better to have some estate planning documents in place than none. However, it isn't called estate "planning" for no reason. Pennsylvania residents should be sure to take a careful approach...
Is long-term care insurance an option for your estate plan?
With regard to estate planning, several previous posts here have explored some of the options that Pennsylvania residents have when it comes to including long-term care planning. One option that is becoming increasingly popular - for those who can afford it - is...
The “do nothing” approach to estate planning is a mistake
Estate planning - have you and your family members done it? Sometimes, Pennsylvania residents take the "bury your head in the sand" approach to problems - problems they know they need to deal with at some point. When it comes to estate planning, this could be called...
Is it really that important to have an estate plan?
When the recent tax legislation was enacted into law, there was quite a bit of discussion in the news about the changes brought to the estate tax. However, the reality is that the federal estate tax only affects a very small percentage of the population. Most people...
Planning tips for your parents’ elder care needs
Understandably, it’s not the most pleasant conversation to have. When your parent or parents are approaching an advanced age, or dealing with a medical condition that’s diminishing their faculties, it’s necessary to make a plan for elder care. While...
What is an “estate?”
Many of our previous posts here have addressed some of the most important topics regarding estate planning in Pennsylvania. But, some people may start the estate planning process with the most logical starting point: What, exactly, is an "estate?" When most people...
What is a health care directive and why do you need one?
While not an everyday topic, having clear instructions for your loved ones about your health care decisions is important. If you become incapacitated and cannot make decisions for yourself will your loved ones know what your wishes are? Naming an agent A health care...

