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Tag: Estate Planning

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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Qiana Wright

Great friendly staff

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Chris B.

AWESOME LAWYER! Peter Klenk is an exceptional attorney and a very nice person! Today I spoke with Peter about estate planning and was impressed with by his professionalism, cordiality, and attention to detail. I highly recommend Klenk Law for probates, wills, trusts, and other issues germane to estate planning!

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Susan W.

Tremendous firm with bright, kind and tenacious people. Great representation for our family.

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CHARLES TOLL

Excellent, knowledgeable team handled a complicated issue with superb results.

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Tom Mettinger Sr.

Integrity, exceeding the client's expectations. In-depth knowledge of the law

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