The deeper you get into the estate planning process in Pennsylvania, the more you realize that there are opportunities to optimize your plans in order to preserve assets for your beneficiaries. These include structuring your estate so as to avoid probate, or...
Month: May 2021
What are some common myths about estate planning?
Estate planning protects the property and assets you worked so hard for during your life. It can also support your loved ones after you are gone. As explained by U.S. News & World Report, estate plans are not only for the wealthy. They benefit people with moderate...
Situations where you might need an irrevocable trust
When you are estate planning, one option that you have is an irrevocable trust. A revocable trust is more desirable in most cases because you still retain some ownership of your assets. However, there are cases where only an irrevocable trust will meet your planning...
