Author: Joe Pozzuolo
Tuesday, July 7, 2020
The Montgomery County Orphans’ Court held that trust modification agreements made by the settlor and all beneficiaries without court approval were invalid to the extent they granted the beneficiaries the power to remove and... Continue Reading
Monday, July 6, 2020
Spouses cannot control actions of the surviving spouse from the grave. In fact, most states will even strike down, instructions placed in prenuptial agreements that give such instructions, given that the agreement becomes void... Continue Reading
Friday, July 3, 2020
In an effort to ensure their wishes are met and avoid disputes among family members a person may include what is called a no contest clause in a will or other estate planning document. The no contest clause is a legal... Continue Reading
Wednesday, July 1, 2020
A codicil is a document executed after a will is in effect, and is generally used to update a will. Although a codicil can be useful in some circumstances, such as when only a small change to a recent will is made, it is... Continue Reading
Friday, June 26, 2020
Most of the time, estate planning isn’t a priority until people hit retirement or a certain income level. However, everyone can benefit from establishing an estate plan early in life, especially if you are the head of... Continue Reading