Archive for the Wills Category

Avoid This Common Mistake: Failure To Update Account Beneficiary Designations

It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do.  You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]

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The Importance Of An Estate Planning Questionnaire

What Information Should You Provide To Your Estate Attorney?  You can obtain a copy of our very effective Estate Planning Questionnaire & Diagnostic Form by calling 610-933-8069.  Mention this article and we will send it out to you at no charge! Before meeting with an attorney to […]

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Personal Liability Risks: Nursing Home Admission Agreement

Read The Care Facility Admission Agreement Before You Sign. A recent court decision, in the case outlined below, prompted me to write this article.  The case highlights just how important it is for children and Agents under power of attorney documents to read everything they sign on […]

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