Wills

Estate Planning Movie Review: Harry Potter and the Deathly Hallows, Part I

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As we all know, many films do not take the time to peruse the estate planning effects caused by its characters and events.  I found that “Harry Potter and the Deathly Hallows, Part I”, released Friday, was a fine exception.  In fact, it was the earliest that a film introduced estate planning topics since “Death…

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Last-Minute Estate Planning Can Lead to Chaos

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I had the misfortune of hearing a dreadful story over the weekend.  It is a fine example of how emotions can run quite high in the weeks leading to death if no estate plan is established, and how the survivors are left to solve complex issues that will have an impact for generations.  Read more...

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“Do I Need a New Will if I Move to Another State?”

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Generally, if a will is valid in one state, it will be valid in the next state.  However, if your state laws differ in the areas discussed below, a revision or a completely new will is likely warranted. Proving Your Will Your personal representative will have to prove the validity of your will to the…

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Pet Trusts: Closing the Stable Door Before the Horse Bolts

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I always find it amusing when a series of strange events inspires an estate planning post.  Here, I have a series of real and fictional horses to thank for today’s discussion.  Read more...

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6 Fundamental Questions Your Will Must Answer

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Today’s post is going to be more exciting than a Roy Halladay playoff no-hitter, more intriguing than the latest UFO sightings over China, and more powerful than a locomotive.  For today, we will discuss how every clause in a will answers at least one of six essential questions about your final wishes.  As usual, basic…

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Pennsylvania Estate Planning Differences: You Can Go Home Again

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I am pleased to announce that I have renewed active status as a Pennsylvania attorney.  While I have done so mainly due to a familial circumstance, I spent most of my first 21 years there, and also worked there as an attorney for an additional 5 years.  It is still home to me in many…

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The Beatles: Cryptic Estate Planning Lyrics?

Whenever we hear a song that has somewhat puzzling lyrics, it seems to be a favorite pastime of ours to figure out what the artists were trying to say.  But did you ever notice that common interpretations inevitably lead to some kind of carnal act, worship of an unsavory figure or a political or religious…

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Beneficiaries’ Rights: Can I Prevent Michael Vick from Starting?

From 1949 to 1963, the Philadelphia Eagles were owned by about one hundred local businessmen, known as the “100 Brothers”. Each member, one of whom was my great uncle, paid about a $3,000 share to get in, and made a nice profit once they got out. My parents ended up with season tickets for awhile,…

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Estate Planning Fundamentals

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So far, we have discussed many different aspects of estate planning in this blog.  However, if this site is supposed to convince you that estate planning is something that you should really get a handle on, then we should probably discuss some basics.  We’ll do so in a Question and Answer format:  Read more...

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Talking to Hear My Own Voicemail

Today’s post goes into significant detail my phone service.  However, please bear with me until the final paragraphs, as there is an actual estate planning point. My home used to have an easy phone set up – one phone line (hereinafter “Line 1”), one fax line (hereinafter “Line 2”), and two “distinctive ring” lines for…

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