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Tag: Estate Planning

Estate planning tips for Pennsylvania business owners

4/14/2016 | Kaplin Stewart Blog

Many Pennsylvania residents will spend a great deal of time and effort building and growing their businesses. Determining what will happen to their business once they have passed away is a primary concern for many business owners, especially as they near retirement or advance in age. There are many estate planning tools that can help a business owner guide the way that his or her venture will be handled once the owner is no longer there to direct the course. […]

Who can make a will in Pennsylvania?

4/6/2016 | Kaplin Stewart Blog

Here in Pennsylvania, a vast majority of adults are eligible to make a will. Under state law, there are only two requirements a person has to meet in order to be allowed to make a will.  The first is an age requirement. To be eligible to form a will, a person must be 18 or over. The second requirement regards mental capacity. A person must be of sound mind to create a will. As a note, these are just the […]

Is it time to take the “estate” out of estate planning?

3/25/2016 | Kaplin Stewart Blog

Think about the word “estate.” Does that word conjure up images of a stately home atop rolling hills, perhaps with a few horses grazing and a massive iron gate? Many people in Pennsylvania have their own version of what an estate entails, and very few consider the word in its proper definition. An estate is nothing more than the body of assets that an individual has acquired at the time of his or her death. No two estates are ever […]

Estate planning tips for caregivers of aging parents

3/18/2016 | Kaplin Stewart Blog

Much has been said of the Baby Boomer generation and the impact that this set of Americans will have on the nation’s economy. As Boomers age, many will face an unusual set of needs in regard to estate planning. Addressing those needs takes a careful and considered approach, guided by the fact that no two Pennsylvania families are exactly alike and that a tailored solution provides the best possible fit. As many Boomers age, they will assume responsibility for caring […]

Finding answers to questions re estate planning in Pennsylvania

3/11/2016 | Kaplin Stewart Blog

Most Pennsylvania residents understand the importance of clearly stating their wishes in a legally enforceable fashion to protect their assets and provide for their families in the event of their own deaths. The estate planning process can be complicated, depending on individual circumstances. It is not uncommon to have legal questions when determining how best to prepare a thorough plan. Minimizing risk and avoiding potential family conflict are matters of importance often considered by those who wish to develop estate […]