Skip to Content

News & Resources

Tag: Estate Planning

How to choose the best possible estate planning attorney

9/3/2015 | Kaplin Stewart Blog

Estate planning is an event with which many in Pennsylvania have very little experience. This means that when the need arises to find a good estate planning attorney, many people have no idea where to begin. They realize that finding the best possible match is important, but they are not sure how to attain that goal and fear having to resort to searching online and choosing from random listings. A better approach is to begin by making a call to […]

Young adults have specific estate planning needs

8/27/2015 | Kaplin Stewart Blog

Many Pennsylvania readers are aware of the recent death of Bobbi Kristina Brown, daughter of musicians Whitney Houston and Bobby Brown. The 22-year-old passed away after being found face down in a bathtub in her home, and living in a comatose condition for nearly six months. Because she did not have the proper estate planning documents in place at the time of her incapacitation, her family was thrown into a tumultuous struggle over which party was entitled to direct the […]

A fast and effective yearly estate planning checklist

8/20/2015 | Kaplin Stewart Blog

Most Pennsylvania residents are aware of the importance of creating a fully fleshed-out estate plan. They may even be aware of the need to periodically review their estate planning package to ensure that their current wishes are properly documented. That said, actually sitting down and completing this task often falls by the wayside as individuals and families focus on more pressing daily obligations. Having a basic checklist in place and working through that list on an annual basis is a […]

Estate planning rules affected by recent Supreme Court ruling.

8/14/2015 | Kaplin Stewart Blog

With the recent Supreme Court case in which same-sex marriage rights were the central focus, a number of other legalities concerning gay couples were also affected. One of those areas involves estate planning. Same-sex couples in Pennsylvania and across the nation will now have the same rights as heterosexual couples when it comes to matters of inheritance and incapacitation planning. One of the most significant aspects of the legitimizing of same-sex marriage involves the portability of one partner’s estate tax […]

Does your estate planning package include these items?

8/6/2015 | Kaplin Stewart Blog

When reviewing one’s estate plan, it is easy to overlook items that can make a big difference to loved ones. While most Pennsylvania residents who go through the estate planning process are able to take advantage of the more common documents and tools to craft their plan, many will leave out important items. The following are just some of the less obvious estate planning components that are available. One very basic form that can make it far easier for loved […]