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Tag: Estate Planning Attorney

Estate-Planning-LGBT-Married-Couples

Estate Planning for LGBT Married Couples

Posted on Tue Nov 29, 2016, on LGBT Estate Planning

Our “Ask a Question” mailbag addresses Estate Planning for LGBT Married Couples.

“Right after the legalization of gay marriage my husband and I married in Pennsylvania. Since then, we have not updated any documents. Given the outcome of the Presidential election, we feel like we need to get things done. What is Estate Planning for LGBT Married Couples?”

Klenk Law

Estate-Planning-for-LGBT-Couples

LGBT Estate Planning After Trump

Posted on Sat Nov 12, 2016, on LGBT Estate Planning

Our “Ask a Question” mailbag addresses LGBT Estate Planning for Married Couples after President Trump’s election.

My wife and I are a same-sex married couple. We married in New Jersey and now live in Pennsylvania. Trump’s election makes us nervous, we are afraid that he may strip away some of our married couple rights. What estate planning documents should we sign to make sure that we have the right to make medical decisions for each other should one of us get sick?”

Klenk Law

How-Much-Life-Insurance

How Much Life Insurance Should I Have as Part of my Estate Plan?

Posted on Sun Nov 6, 2016, on Life Insurance

Our “Ask a Question” mailbag addresses the question, how much life insurance should I have?

“I recently had a baby, and it is time to buy some life insurance. But, I feel like I am being sold rather than advised. How much life insurance should I have? Lastly, is there a general rule about how much life insurance I should have as part of my estate plan?”

Klenk Law

Income-Tax

Who Pays the Income Taxes on a Revocable Trust?

Posted on Thu Nov 3, 2016, on Revocable Trusts and Living Trusts

From Our “Ask a Question” mailbag: “After being diagnosed with early-stage Alzheimer’s, I have been thinking about forming a Revocable Trust. Who pays the income tax on a Revocable Trust?”

A Revocable Living Trust can be a reliable tool in helping you manage your assets while suffering from Alzheimer’s. But, you should plan carefully and implement checks and balances.

Klenk Law

Directed-trusteeship

Directed Trusteeship; How to Keep Your Trusted Wealth Advisor.

Posted on Fri Sep 9, 2016, on Directed Trust

From Our “Ask a Question” mailbag: The Directed Trustee maybe the answer to your problem!

“I am considering setting up an Irrevocable Trust to hold assets for my children. But, I want my current wealth manager investing the trust property. Unfortunately, if I pick a corporate trustee, they will use their money manager. How do I force the corporate trustee to use my financial advisor?”

Klenk Law

What Our clients are saying

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A.R.

Peter and his associates made things easy for us.

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Anne W.

I saw four lawyers and was told by all of them; I should just forget contesting my mother's will. I knew what happened, but it is very hard to prove undue influence. I contacted the Law Offices of Peter L. Klenk & Associates. Attorney Amanda DiChello took my case. They were very honest and upfront about what would be involved trying to prove what I knew was true. Attorney DiChello may be young but she is extremely knowledgeable and skilled. She listened and understood what I conveyed to her. She knew exactly what information to use and crafted an outstanding interrogatory and many powerful depositions. Attorney DiChello understood the various emotional feelings this case created for my family and me; she was always there for us with a kind and encouraging word. We went to trial. The amount of work which she and her Paralegal did for the trial was incredible. They both knew my case inside and out! Attorney DiChello's powerful interrogative and thinking skills produced a positive outcome. Attorney DiChello did what other seasoned lawyers said was impossible!

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Darryl J.

Answered my question quickly and referred me to a colleague that could handle my problem

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Brandon. L

Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.

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Elizabeth Ray

Peter and his associates were a pleasure to work with. He explained the process clearly and provided assistance nearly instantaneously. Highly recommended for trusts-and-estates-related needs!

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