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Articles Posted in Estate Planning

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Disposition of Tangible Personal Property

In a recent post, I discussed how to dispose of special items of personal property by giving them to a particular named person – these are called “specific bequests.” The specific bequests are usually the items that are most important or significant to the person making a Will – such…

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Organize Your Assets to Benefit Your Heirs

Consolidate your bank accounts I like many people, open bank accounts for the sole purpose of saving for something special. It might be a special vacation, a birthday party, a new car, or whatever. Then after the occasion has passed, I often leave the account open with a little bit…

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Estate Planning for Same-Sex and Otherwise Unmarried Couples

Because Pennsylvania defines marriage as between one man and one woman, there are challenges for same gender couples and other unmarried couples that must be considered when planning estates for either of these real-life situations. Similarly, the Defense of Marriage Act, (DOMA) which is a federal law, defines marriage as…

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Choosing the Person to Handle Your Estate: What Does the Personal Representative Do and How Do I Choose the Right One?

When you meet with an attorney to draft your estate planning documents, the attorney will ask you for the names of people to serve in various roles. Among these is the role of “Personal Representative,” who is called an “Executor” if a male and an “Executrix” if a female. The…

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