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Tag: Estate Planning

Is it possible to be fair in estate planning?

1/15/2016 | Kaplin Stewart Blog

For many Pennsylvania families, the top priority in structuring an estate plan is to create a fair distribution of wealth down to the next generation. This is an admirable goal, but one that is troublesome in practice. Achieving equality assumes that one’s adult children are equal in all measures, which is almost never the case. In order to create an estate planning solution that is in line with the goal of equality, it is necessary to take a close look at […]

Choosing beneficiaries is a key component of estate planning

1/8/2016 | Kaplin Stewart Blog

For most Pennsylvania residents, the primary focus of estate planning is to facilitate the smooth transfer of assets from one generation to the next. Most people want to ensure that the wealth they have worked to accumulate will go to the desired heirs. Selecting those individuals, however, can be a more difficult task than many imagine when they first sit down to address their estate planning needs. Most people have a list of loved ones that they would like to […]

Consider giving loved ones the gift of estate planning

12/24/2015 | Kaplin Stewart Blog

This is the time of year when Pennsylvania families gather and reconnect; when they share the things that they are grateful for from the past year and look forward to the next. It is also the perfect time for more experienced loved ones to impart their wisdom and knowledge to newer generations, which is a gift that is beyond compare. For many, integrating estate planning into the holidays is a simple and natural process. One of the most powerful things […]

Estate planning is not just for the rich or elderly

12/4/2015 | Kaplin Stewart Blog

Many young people in Pennsylvania and elsewhere do not want to think about end-of-life matters, which is understandable. It can be a depressing thought, and too many people do not feel it is anything they have to worry about until later in life. However, these younger individuals may find that estate planning truly does have its place and could be very beneficial for them in the long-run. When younger generations think about estate planning, they often think they need to […]

Storage and protection of digital assets in estate planning

11/27/2015 | Kaplin Stewart Blog

The topic of digital assets has been covered in depth, both here and in the wider media. Often, the discussion has focused on preserving personal items, such as photos, so that one’s heirs can enjoy those assets once a loved one passes on. A recent article takes a different approach to digital assets and estate planning and considers how to handle online assets that have a considerable value. The topic may be of interest to many in Pennsylvania. A prime […]