Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. Marriage Whether it is your first for a later marriage, you will need to update your... Continue Reading
In the estate litigation case of In Re Beal, PICS Case No. 15-0878, (C.P. Philadelphia May 4, 2015) the Honorable John Herron ruled that the decedents widow, who had filed for divorce, lacked standing to challenge decedent’s... Continue Reading
It’s a good idea to update your estate plan every few years or after the occurrence of significant life events such as marriage, divorce, the birth of a child, or adoption. Even if you haven’t experienced any of these events... Continue Reading
In the estate litigation, spousal support, family law case of Moser v. Renninger, PICS Case No. 15-0744 (Pa. Super. May 1, 2105) the Honorable Cheryl Lynn Allen, writing on behalf of the Pennsylvania Superior Court, ruled that... Continue Reading
Although I can’t respond to every question I receive, I do try to address a financial issue if enough readers ask about a similar topic. College Savings Plan. Such is the case following my column on tax-advantage 529 plans,... Continue Reading