Insights
How to Organize Information and Documentation for Estate Administration in Pennsylvania: A Timeline for Personal Representatives
For those serving as the personal representative of an estate, determining what documentation and information to keep and organize can be confusing. Based on our experience working with Executors and Administrators in Philadelphia and the surrounding counties, we put together a list of documents and information that we recommend you gather and keep.
Why Beneficiary Designations are Important
Beneficiaries and traditional, non-ROTH retirement accounts.
Trusts in an Estate Plan
Learn about common situations that benefit from the use of Trusts