Many people think that trusts are only for the ultra-wealthy when, in fact, they are a valuable estate planning tool available to almost everyone. Of course, the more you have, the more you are likely to benefit from having one. One of the many benefits of having a...
We Are An Inclusive Team.
Call Us Instead Of Worrying.
We Are An Inclusive Team. Call Us Instead Of Worrying.
Stephen Beroes, Elizabeth A. Beroes, Julie Elizabeth Beroes, Shanice Williams
Estate Planning
Don’t overlook these key aspects of estate planning
A lot of people think that estate planning is nothing more than writing down on a piece of paper who they want to inherit their assets. While that is part of the estate planning process in a nutshell, the intricacies of it all can be much more nuanced than that. And...
How can I revoke my Will in Pennsylvania?
A Will is an important piece of an estate plan. It gives you peace of mind knowing that when you pass away your assets will be distributed according to your wishes, hopefully reducing family disputes and conflict. There may come a time in your life where a major,...
Caring for a vulnerable loved one through a special needs trust
Most parents worry about how their loved ones will get by after they are gone, but for parents of children with special needs, that worry takes on an extra sting. They want to make sure that their loved one has the resources they need to pay for a lifetime of care. At...
Can celebrity probate cases offer useful estate planning tips?
Most people in Pennsylvania who sit down to craft a comprehensive estate plan usually have several goals in mind, but one stands out: make things as easy as possible on your family and beneficiaries. After all, one of the main points of an estate plan is to lay out a...
Create an effective financial power of attorney
Everyone should plan for the possibility that they may be unable to handle their financial affairs because of an incapacity such as illness, injury or age. A financial power of attorney is an important part of estate planning to deal with this contingency, but it must...
Giving to charity in your estate plan
When many people are planning their Last Will and estate, their main goal is to ensure that they pass on wealth and sentimental assets to their family members. This can certainly be a worthy goal, but it isn't necessarily the only use or purpose for estate planning....
Can I have my old will back?
Your will is an important piece of your estate plan. Executing a will takes time, thought and effort, and once it is in place, you can feel secure knowing your assets will go to the people you want. Sometimes life circumstances cause you to change the terms of your...
How do a special needs trust and an ABLE account differ?
Part of planning your estate involves organizing your assets and deciding how you will distribute them to your chosen beneficiaries. Sometimes this can be as straightforward as naming a beneficiary in your will, but in some cases it may take more careful planning. If...
What should people include in a basic estate plan?
As people plan for the future in Pittsburgh, they may not be thinking about their passing, but it is an important aspect of life that people should consider. People cannot take their property with them when they pass away. Without any estate plan, they have no...