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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Five Estate Planning Mistakes

Financial security is one of the most important goals of adulthood, and maintaining it is another. This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass.…

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A Guide for Seniors on Estate Planning

Estate planning is considered essential by most older adults. Yet, nearly half of Americans age 55 or more do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These documents…

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Even if You Have a Will, Will That Be Enough?

A will protect your assets and leaves no doubt as to the wishes of your successors, so if you've already created one, congratulations are in order - you're already ahead of the game! While a will is a necessary document…

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The Procedure for Settling an Estate Without a Will

In spite of the COVID-19 pandemic, caring.com reports that the overall percentage of older Americans without a will remains unchanged. Remarkably, younger adults with a will show an increase of sixty-three percent comparative to pre-pandemic times. This 18 – 34…

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How Does Probate Work?

As part of the probate process, deceased people's wills are authenticated, their assets are reviewed, their debts are paid, and their taxes are paid. What remains is distributed to their inheritors. After an asset-holder dies, the court will appoint a…

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Why Estate Planning Is Important to Younger Adults

Most young adults don’t consider estate planning a priority. Young adults in their twenties and thirties often think they don't own enough to constitute an estate. However, an estate is the total of all you own – money, investments, real…

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Understanding Estate Planning

In the eyes of the law, an estate is the combined assets a person owns and is therefore not exclusively for wealthy individuals because most people own something. Property ownership includes individual as well as jointly owned bank accounts, stocks…

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The Process of a Will Contest

When a loved one dies with a will, their will lays out who shall receive their property, and which person (called the executor) will be in charge of settling the estate. For many reasons, beneficiaries can feel slighted by what…

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The Problem with DIY Planning

We hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not…

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