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Part 1 | Powers of Appointment in Pennsylvania Estate Plans: What They Are and How They Work Part 2 | The Overlooked-Holder Problem and Pennsylvania Law Part 3 | What Holders Need to Consider — and Next Steps for Everyone In Parts One and Two of this series, we covered what powers of appointment are, how Pennsylvania law governs them, and why so many holders never learn they have one. In this final installment, we address the holder's perspective directly: if you hold a power

Part 1 | Powers of Appointment in Pennsylvania Estate Plans: What They Are and How They Work Part 2 | The Overlooked-Holder Problem and Pennsylvania Law Part 3 | What Holders Need to Consider — and Next Steps for Everyone In Part One of this series, we introduced powers of appointment — what they are, how they are classified, and how Pennsylvania estate planning attorneys use them to build flexibility into wills and trusts. In this installment, we turn to a problem that arise

Part 1 | Powers of Appointment in Pennsylvania Estate Plans: What They Are and How They Work Part 2 | The Overlooked-Holder Problem and Pennsylvania Law Part 3 | What Holders Need to Consider — and Next Steps for Everyone Few provisions in Pennsylvania estate planning are at once so powerful and so poorly understood as the power of appointment. Attorneys draft them into wills and trusts every day. Families sign documents containing them without fully grasping what they mean.

We help lots of families manage estates of deceased loved ones.  It is not unusual to see families grappling with complex emotions and...

Losing a loved one is a difficult experience. Dealing with the legal and financial aftermath can feel overwhelming, especially when you...

Ladies, let's be real. How many times have you brought up an important topic for discussion with your mate only to be told, “I’m not...

The passing of beloved musician Jimmy Buffett in 2023 left a void in the hearts of his fans, but it seems his estate, valued at a...

Do you have a cabin or lake house  that you want to keep in your family? Few assets are as emotionally charged as the family vacation...

Over the next two decades, an estimated $105 trillion in wealth is expected to change hands in what financial experts call the Great...

You’ve worked hard to create a nest egg that you hope to pass down to your children to make their lives better.  But what happens to that...

The parental instinct to nurture and protect our children is hardwired into our genes.  Your ability to protect your kids does not have...

The loss of a spouse is an emotionally challenging and overwhelming experience. In addition to the grief that accompanies such a loss,...