The estate plan you keep meaning to get to.
Almost everyone knows they should have an estate plan. Far fewer know where to start, so it sits on the someday list for years. This guide is the where to start. A plain walkthrough of the documents you need, the decisions behind them, and the order to tackle them in. Tell us where to send it and it is on its way.
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Six things it walks you through.
Not legal jargon. The plain-language version of what an estate plan is actually made of, so you can see where you stand and what is missing.
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1
The Documents Every Plan Needs
A will, powers of attorney, a healthcare directive, and often a trust. What each one does, and what happens to the others if one is missing.
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2
The Beneficiary Forms That Override Your Will
Your retirement accounts and life insurance do not care what your will says. Whoever is named on the form gets the money. This is where plans quietly go wrong.
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3
What Happens If You Do Nothing
The state has a plan for your estate whether you write one or not. The guide walks through what that default looks like, and why most people would not choose it.
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4
Pennsylvania's Inheritance Tax
Pennsylvania taxes what your heirs receive, at rates that depend on who they are to you. Knowing the brackets ahead of time changes how you plan.
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5
How to Organize It So Your Family Can Find It
A perfect plan nobody can locate is not much of a plan. A simple way to keep the documents, accounts, and contacts where the people who need them can actually reach them.
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6
When to Revisit It
A marriage, a birth, a move, a sale, a death in the family. The life events that quietly make an old plan wrong, and how often to look it over.
Take the 60-second estate quiz.
If you would rather find your starting point first, a few quick questions will tell you where the gaps are and what to focus on before the guide even arrives.
The guide gets you oriented. We help you finish.
The guide is a great first step, and for some people it is enough to get moving. When the picture is more involved, that is where we come in, working alongside your attorney on the financial side of your estate plan and how it flows into your legacy plan.