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Understanding the Estate Planning Process In 7 Steps

By Robert C. Gerhard, III

Estate planning requires making a variety of significant decisions. Throughout this process, you’ll work with an estate planning attorney to determine how your assets should be distributed after you pass …

What’s the Difference Between A Will And A Trust?

By Robert C. Gerhard, III

Understanding the differences between wills and trusts is critical in estate planning. These legal documents provide clear guidelines about how your health and assets should be managed when you are …

Who Prepares Wills And Trusts?

By Robert C. Gerhard, III

Wills and trusts are critical estate planning documents vital for protecting property after your death and ensuring it transfers to your loved ones or chosen recipients.  Because of that, wills …

What Assets are Not Subject to Pennsylvania Inheritance Tax?

By Robert C. Gerhard, III

Pennsylvania inheritance tax is due within 9 months of a person’s date of death on the value of most assets owned by the decedent and passed on to his or her beneficiaries. There are exceptions and assets not subject to Pennsylvania inheritance tax.  

Should I have a Springing Power of Attorney?

By Robert C. Gerhard, III

A springing power of attorney is one that only becomes effective upon the occurrence of an event. Often this triggering event is your mental incapacity caused by a medical setback …

3 Focus Areas for Estate Planning In Montgomery County

By Robert C. Gerhard, III

If you are estate planning in Montgomery County, there’s plenty to think about. Through the estate planning process, you and your attorney will arrange for the management of your entire …

Does a Financial Power of Attorney Grant Unlimited Power?

By Robert C. Gerhard, III

Can the person you name in a financial power of attorney do anything he or she wants to do? What an agent (POA) can do on your behalf depends on …

What are the legal duties of a Pennsylvania Power of Attorney?

By Robert C. Gerhard, III

In Pennsylvania, the agent named in a power of attorney document has certain legal duties to fulfill. If the agent fails to meet his or her legal duties, he or …

The Required Notice Page on Pennsylvania’s Power of Attorney

By Robert C. Gerhard, III

Pennsylvania financial power of attorney documents signed after July 1, 2015 must include the following “NOTICE” in capital letters at the beginning of the power of attorney. Creativity is not …