In This Article An estate plan is a compilation of important documents that outlines how your assets should be handled and distributed after you die to ensure financial stability and peace of mind for your loved ones. These assets can include valuables such as your home, company, belongings, and investments. An estate plan should also […]

Under Pennsylvania law certain powers must be included in a Power of Attorney document in order for the agent to actually exercise such powers.  That is, these so called “hot powers” are not available to an agent, unless specifically given or provided to him or her in the document. These powers include: The right to make gifts; The right to create, amend, revoke, or terminate …

Provide your game plan for the expected and unexpected for 2020 by making a New Year’s resolution to review your estate planning documents. (The is our first in a series of CROSSROADS Articles.  See Below.) We plan for the expected: holidays, birthdays, anniversaries. We plan for the unexpected: rainy day accounts, checking account reserves, extra gifts for that last minute invitation. What about planning for the …