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By:
Alexander Magid, Esquire, CTFA, Vice President and Senior Trust Officer, Univest Bank and Trust Co. June 29, 2018
The concept of “estate planning” is more than simply determining what family member may “inherit” a coin collection or ensuring that whatever money may be remaining after your death is split evenly among your children. It is much more complex; requiring both education and professional legal assistance to do properly.
While this article is not meant to provide a comprehensive examination of all the different types of estate planning documents or provide any sort of legal advice, it is meant to provide some insight and education from my experience as an attorney and trust officer so you can make your…
There are three essential legal documents that help to ensure safe passage of your property to your heirs. These documents are also recommended to ensure that your best interests are kept at the heart for your medical care, charitable bequests, and in the event of incapacity. In years past, a family lawyer would handle these tasks for you, however, the Internet now provides many additional web-based services. Here are the basics you need to know before getting started whether you take a traditional, in-person or more modern, online approach.
The essential three documents for estate-planning are: a Will, General Durable…
Destiny is no matter of chance. It is a matter of choice. It is not a thing to be waited for, it is a thing to be achieved. – William Jennings Bryan
It is often said that we take more time planning our vacations than we do our future. While it may not be a fun topic for discussion, it is important to have plans in place should you become physically or mentally unable to manage your own affairs. Doing so in advance will ensure you are able to provide input on how things should be managed.
