In the estate litigation case of In The Matter, of Estate of Crisconi-Gallo, PICS No. 15-1464 (C.P. Philadelphia, July 8, 2015) the Honorable Matthew D. Carafiello ruled that because decedent lacked testamentary capacity at the... Continue Reading
Many people overlook writing a will until they become parents, launch a business or buy a first home. And even when they do finally craft this important document, estate and financial planning experts say, it is easy to overlook... Continue Reading
In the estate litigation and estate administration case of In Re Estate of Rood, PICS Case No. 15-1373 (Pa. Super. Aug. 28, 2015) the Honorable David N. Wecht, writing on behalf of the Pennsylvania Superior Court, ruled that the... Continue Reading
When most people hear the word “annuity,” there is typically a negative connotation attached to this controversial product category. I call it the annuity gag reflex. To the dismay of the ever vocal annuity haters, there is... Continue Reading
Importance of Gift Agreement It’s important to take the time to draft a gift agreement specifying how the charity will use or display the collection. The agreement should also cover what will happen if the charity can no... Continue Reading