The Importance of Annual Estate Planning Reviews
Regular estate planning reviews are crucial to ensure your legal documents reflect your current wishes. Learn why annual reviews are essential.
Read MoreEstate Planning Articles
Practical guidance on wills, trusts, powers of attorney, beneficiary designations, and the estate planning strategies that matter most for Pennsylvania families.
Living Trusts vs. Wills: Which Is Right for You in Pennsylvania?
Understand the key differences between living trusts and wills in Pennsylvania, including their advantages, limitations, and when to use each in your estate plan.
Read MoreEstate Planning for Blended Families in Pennsylvania
Blended families face unique estate planning challenges. Learn how Pennsylvania law treats stepchildren, second spouses, and how to create a plan that protects everyone.
Read MoreWhy Your Trust Might Not Work: The Critical Step Most People Miss
A revocable living trust only works if it is properly funded. Learn what trust funding means, how to retitle assets in Pennsylvania, and what happens when funding is overlooked.
Read MoreUnderstanding Powers of Attorney in Pennsylvania: What You Need to Know
A guide to durable powers of attorney in Pennsylvania — financial and healthcare POAs, requirements under 20 Pa.C.S. 5601, and mistakes to avoid.
Read MoreHow to Create a Will in Pennsylvania: A Step-by-Step Guide
Creating a will is one of the most important steps to protect your assets and loved ones. Learn the requirements for a valid will under Pennsylvania law.
Read MoreTop Tips for Updating Your Estate Plan After Major Life Changes
Major life events can significantly impact your estate plan. Learn when and how to update your will, trust, power of attorney, and beneficiary designations.
Read MoreUnderstanding Pennsylvania Inheritance Tax: Rates, Exemptions, and Planning Strategies
Pennsylvania is one of only six states with an inheritance tax. Learn about the current tax rates, exemptions, filing deadlines, and strategies to reduce your family's tax burden.
Read MoreEstate Planning in Pennsylvania: Changes You Need to Know About in 2026
The federal estate & gift tax exemption is now permanent at $15M per person. What it means for PA families, plus gifting and small estate updates.
Read MoreThe $500 Million Will That Came From Nowhere — And What It Means for Your Estate Plan
A mysterious will surfaced years after Zappos CEO Tony Hsieh's death — a cautionary tale about estate documents that lack a clear chain of custody.
Read MorePennsylvania Inheritance Tax and Stepchildren: What Happens When the Connecting Spouse Dies?
If your spouse dies and you remarry, are your stepchildren still stepchildren for PA inheritance tax? What blended families need to know about rates, relationships, and planning.
Read MoreEstate Planning for Pennsylvania Business Owners: What's Different and Why It Matters
Pennsylvania business owners face unique estate planning needs — valuation, buy-sell agreements, succession, and liquidity for inheritance tax.
Read MoreDigital Assets and Your Pennsylvania Estate Plan: What Happens to Your Online Accounts When You Die
Crypto, online accounts, digital photos, and points all have value, but most estate plans ignore them. How Pennsylvania handles digital assets.
Read MoreTransferring Your Home to Your Children in Pennsylvania: What You Need to Know First
Giving your home to your children while you're alive triggers capital gains, inheritance tax, and Medicaid problems. The risks and better options.
Read MoreShould You Put Your Kids on the Deed? Why the Answer Is Almost Always No
Adding your children to your property deed seems simple, but it triggers transfer tax, capital gains problems, and exposes your home to their creditors. Here's what to do instead.
Read MoreEstate Planning for Young Families in Pennsylvania: What Parents of Minor Children Need in Place
No estate plan and minor children? A court decides who raises them and manages their inheritance. What every Pennsylvania parent needs in place.
Read MoreThe Hidden Danger of Online Legal Document Services (And Why You Don't Know What You're Missing)
LegalZoom, Rocket Lawyer, and AI document tools feel affordable — a PA estate planning attorney explains why they work fine until they don't.
Read MoreHow to Set Up an Irrevocable Trust in Pennsylvania
Irrevocable trusts in PA offer asset protection and tax benefits, but you give up control. Learn the types, rules, and when they make sense.
Read More