Estate planning for a second marriage
8/5/2016 | Kaplin Stewart Blog
Falling in love is one of the most amazing experiences that a human being can have. When Pennsylvania residents are lucky enough to find love a second time, they are often excited to begin a new marriage. Starting a second family offers a range of challenges, especially for those who have children from a prior union. It is important to take a carefully considered estate planning approach to ensure that all of an individual’s loved ones are cared for when […]
Lessons to be learned from Hillary Clinton’s estate planning
7/29/2016 | Kaplin Stewart Blog
Part of the process of running for the office of the President of the United States involves disclosing one’s personal financial information. Democratic presidential nominee Hillary Clinton recently submitted her accounting of her family’s assets. Her disclosure has led to important estate planning lessons for many in Pennsylvania and beyond. Candidates are allowed to use wide value ranges to list their various assets, so the exact net worth of Bill and Hillary Clinton’s estate is not known. However, the public […]
A generation-skipping estate planning strategy
7/8/2016 | Kaplin Stewart Blog
No two Pennsylvania families will share the exact same set of needs and goals when it comes to making plans for their estates. Fortunately, there are a multitude of options available and a solution to suit virtually every scenario. One estate planning option that is often overlooked involves retirement trusts. The appeal of a retirement trust is that it allows wealth to grow tax-free for a lengthy period of time. These trusts are funded with various retirement savings vehicles, and […]
Understanding various estate planning terminology
6/23/2016 | Kaplin Stewart Blog
For most Pennsylvania residents, planning an estate is an unfamiliar process, one that is undertaken only a few times in an individual’s life. Each state has a body of laws that guide the estate planning process, and most residents are unfamiliar with those laws and the related terminology. Gaining a clearer understanding of various terms and practices can help individuals reach an estate planning solution that works for their unique set of needs. One of the most commonly misunderstood aspects […]
Don’t assume that marriage covers all estate planning bases
6/2/2016 | Kaplin Stewart Blog
There are many myths surrounding the topic of inheritance, many of which are based in nothing more than commonly held assumptions. One of the most prevalent of estate planning myths is that married spouses who wish to leave everything to each other do not need to create a will. It is important for Pennsylvania couples to understand that no matter what one’s marital status, if an individual dies without a will, the rules of the state will dictate how assets […]
Skip to Content
