As the last few days of 2015 approach, many Philadelphia residents are considering whether they need to take any steps to address their financial needs. In terms of estate planning, the end of each year is a great time to review the existing plan and make any...
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Month: December 2015
Avoiding conflict surrounding trusts and inheritance
Many Philadelphia residents will spend a great deal of time and effort constructing their estate plans. The end results will be comprehensive plans that makes use of wills, trusts and other vehicles to facilitate the transfer of wealth to their intended heirs....
Estate planning document storage options
Many Philadelphia residents recognize the need to store their estate planning documents in a secure location. Determining what that location might be, however, is not always so simple. Fortunately, there are a variety of options available that give families...
Philadelphia millennials and estate planning issues
Pausing from the hustle and bustle of daily Philadelphia life to talk about mortality and legal issues is something many young adults might not be doing on a regular basis. However, those of the millennial generation will want to consider the fact that not pursuing...