🚗 How to Retitle a Car into a Trust in PA
1. Current Title
You need the original vehicle title (in yo...
16
May
Tag Archives: estate planning
03
May
What Is A/B Trust Planning—and Do You Still Need It?
If you’ve started exploring estate planning, you may have come across the term “A/B trust planning.”
03
May
I Created My Trust—Now What? A Practical Checklist to Fund and Complete Your Estate Plan
Creating a trust is a huge step in protecting your assets and your family.
02
May
Why You Need to Decide Whether to Include Psychotherapy Notes in Your HIPAA Authorization
When preparing estate planning documents, many clients are surprised by a question that feels deeply personal:
30
Apr
Why Is My Attorney “Killing Off My Entire Family” in a Plane Crash Scenario?
If you’ve ever sat across from an estate planning attorney and heard something like:
30
Apr
What Is a Simultaneous Death Clause?
A simultaneous death clause (sometimes called a “common disaster clause”) addresses what happens when two people—...
25
Apr
Estate Planning Basics: A Simple Starter Plan (Even If You “Don’t Have Much”)
Many people put off estate planning because it feels like something only wealthy families need. In reality, estat...
25
Apr
Estate Planning Basics: The “Starter Plan” for Busy Families
Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their family, avoid confusion, a...
23
Apr
What Is a Lady Bird Deed? A Simple Guide to Enhanced Life Estate Deeds
Estate planning doesn’t have to be complicated—but it does need to be effective. One tool that has gained popular...
18
Apr
Estate Planning 101: A Simple Guide to Wills, Trusts, and Your Document Checklist
Estate planning isn’t just for the wealthy. It’s for anyone who wants to make life easier for the people they lov...
