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Tag: Estate Administration

Making the case for professional estate administration

9/12/2016 | Kaplin Stewart Blog

For many Pennsylvania residents, hammering out the details of a complex estate plan can be an arduous process. Once all of the documents have been properly drafted and all essential decisions have been made, the time comes to determine who will be tasked with handling estate administration duties. Many families assume that the role of estate administration should be given to a surviving spouse or adult child. In many cases, however, family members are poorly suited for the task at […]

Ease estate administration by making a personal inventory

9/1/2016 | Kaplin Stewart Blog

All Pennsylvania residents are aware that the purpose of creating a comprehensive estate plan is to provide a means for handing down wealth and possessions to loved ones who will be left behind. In structuring an estate plan, there are a number of options available, and a solution for virtually every set of needs. When it comes to easing the estate administration process, individuals should place themselves in the position of the party or parties who will be tasked with […]

Estate administration in the digital age

6/30/2016 | Kaplin Stewart Blog

In today’s increasingly wired world, there seems to be a app or software program for everything. In terms of estate planning, there are multiple companies that offer to store documents online, which can assist loved ones when the time comes to handle estate administration. That said, the online realm is also subject to attack from cyber thieves. Many in Pennsylvania are concerned about the security of these documents, and the risk that they or their loved ones could be the […]

Easing estate administration for military families

6/10/2016 | Kaplin Stewart Blog

Members of the armed services sometimes have unique needs when it comes to planning for their estates. This is especially true for young Pennsylvania families, where the financial stability of the entire family unit often rests on the income of the servicemember. This means that protections should be put into place to provide for the family in the event of the death of the breadwinner and to ease the estate administration process. Life insurance is a must for military families. […]

Online storage can help with estate administration

12/11/2015 | Kaplin Stewart Blog

After a loved one passes away in Pennsylvania or elsewhere, the person or persons entrusted to manage the estate will step into a very important role. Estate administration can be a challenging process and involves a number of important tasks. The first step in fulfilling that role is to access the full range of planning documents so that the provisions laid out within them can be undertaken. In many cases, finding estate planning paperwork is not a simple matter. Many […]