Probate

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Probate is the process by which the court administers the estate of a person who has passed, and settles all unresolved issues as well as oversees the distribution of any remaining property. Probate includes Estate Administration, Estate Taxes, Orphans’ Court Representation.

April 16, 2020

Reasons to Create an Estate Plan Now vs. Later

Have you ever said or overheard someone else say I do not need a Will, Power of Attorney or Advance Care Directive? By not engaging in estate planning you are allowing laws enacted by the legislature to make your decisions.
January 15, 2020

Save Your Estate for Your Heirs: Avoid These Probate Issues

Almost every estate must go through probate. It is potentially a very complicated legal process, and an attorney should be involved in any estate planning activities.
December 5, 2019

Should I Hire an Attorney to Probate an Estate?

You are named as Personal Representative (PR) in a person's Last Will & Testament, and now they have unfortunately died. Now what?
September 21, 2019

What is a Will & Why is It Important?

A Last Will and Testament (“will”) is always a written document, which among other things directs the disposition of your assets after death.
June 15, 2019

What is Probate?

Probate is a legal process that takes place after someone dies and serves as the framework for distribution assets that pass into an estate.
September 1, 2015

Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
May 18, 2015

The Pros & Cons of Co-Owned Accounts (JTWROS)

This article specifically addresses the Pros and Cons of accounts that are titled ‘Joint Tenant with Rights of Survivorship’, (JTWROS). An account, titled in two or more persons’ names that have rights of survivorship, is jointly owned by those individuals.
April 17, 2015

Ownership of Assets

There is a common misconception that all real and personal property will pass through an individual’s estate upon his or her death. Though, some assets avoid the probate process altogether depending on how the property is titled.
August 26, 2013

Estate Planning Lessons From The Boss

Estate and “death tax” planning must be undertaken in a way that also educates the client. In this way, the client understands the applicable laws, how those laws will impact their ultimate goals or how they may lower or increase the potential taxes occasioned at death.
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