Posts Tagged ‘estate planning documents’

Estate Planning: Love Letter – How Every Family Can Prepare

access_time Posted on: October 4th, 2022

Write your family a “love letter” and give them the gift of time, love and clarity. Ameriprise Financial Services, LLC, invites you to a seminar event. Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing “what to do” if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes using: • The Surviving Spouse Checklist • The Family Love Letter •… read more »

COVID-19 Update: New Act Provides PA with Safe Secure Remote-Notary Service without Leaving Home

access_time Posted on: April 24th, 2020

Article by: Attorney Timothy Bupp and Paralegal Cori Spisak Earlier this week, our Legislature acted to make Pennsylvanians safer by strengthening the use of remote notarization in the Commonwealth. Act 15 of 2020, signed by Governor Wolf on April 20, gives statutory support to the Governor’s previous Executive Orders on remote notary. Notaries can now assist with the signing, witnessing and notarization of legal documents without the signors physically appearing before the notary agent.  Act 15 also expands the use of remote notary to a wider range of documents and to signors outside of the boundaries of our Commonwealth. These protections will… read more »

COVID-19 Update: Remote Notary for Estate Planning Now Available During Emergency

access_time Posted on: April 7th, 2020

Written by Attorney Timothy J. Bupp, CELA; CGA Estate Practice Chairman The COVID-19 emergency has created unwanted stress for those of us in quarantine.  The risk of illness, particularly for older persons, has caused concern regarding whether we can get the legal help we need.   Review estate planning documents Many have taken this time to rethink their estate planning documents, including wills, health care directives, and powers of attorney.  Unfortunately, during this uncertain time when having these documents in place has never been more important, the shelter-in-place order makes it more difficult than ever to arrange the necessary meetings with professionals to prepare,… read more »