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9 Dec, 2023

Can a Trustee Remove a Beneficiary From a Trust

From Our “Ask a Question” Mailbag: “Can a Trustee Remove a Beneficiary From a Trust?” Can a Trustee Remove a Beneficiary From a Trust? In general, a Trustee cannot remove a beneficiary from a Trust. However, the Trust language may allow the Trustee to remove a beneficiary or reduce distributions.  […]

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7 Dec, 2023

How Divorce Impacts Estate Planning

How Divorce Impacts Estate Planning Divorce can be difficult emotionally and financially. One important task to remember during a divorce is ensuring your estate plans are tailored to your new situation. As you consider and plan for your new post-separation life circumstances, do not overlook the future and the inevitable […]

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10 Nov, 2023

Removing an Executor

From Our “Ask a Question” Mailbag: “The Executor of my father’s estate is not responding to my questions, and I am worried he is stealing. How do I go about removing an executor?” How do I Go About Removing an Executor? Even if you have indisputable proof that an executor […]

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9 Nov, 2023

Guardianship in PA

From Our “Ask a Question” Mailbag: “My mother’s dementia has gotten so bad she no longer knows who we are. Do I need a Guardianship? How do I get a Guardinaship in PA?” What is Guardianship in PA? The law surrounding Guardianships is designed to protect the well-being and rights […]

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What Our clients are saying

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Jacqueline Gowen-Tolcott

We had an excellent experience. Everyone was very personable, professional and efficient.

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Bill Cass

My wife and I were thoroughly satisfied. We had very clear explanations of complicated subjects.

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Anand Gupte

We worked with the firm to update our Estate Plan. The whole team made the process simple and easy. Thanks!

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Walker Vreeland

Peter Klenk was a joy to work with. He made sure I understood every element of the process of estate planning and his firm made the process seemless and uncomplicated. Very grateful!

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David Major

Had our will done with Peter and his team. Made the process super easy and understandable. His team lead by Laura Parisi were always available for questions and assistance. Professional and personable they made what can be a challenging experience hopeful and graceful. Cannot recommend their services enough!

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