For more information about the author, click to view their website: Entrusted Legacy Law
Headlines are filled with cautionary tales about
families who find themselves in drawn-out legal disputes when a loved one’s
outdated estate plan leaves critical details up in the air. The emotional and
financial toll can be enormous, often hitting home just when relatives need
support the most.
If your own estate plan hasn’t been refreshed recently—or if you haven’t created one at all—you might be exposing your loved ones to these same risks. As we roll into 2025, now is the time to take a proactive step and ensure your legacy is protected.
Updating (or creating) your estate plan at the start of the new year can offer peace of mind, ensuring your legacy reflects your current relationships, values, and goals.
Below, we outline five compelling reasons why giving your
estate plan some attention might be the most important resolution you make this
year.
1. New Life, New Rules: Adapt to Big Changes
Life never stands still—and your estate plan shouldn’t either. Think about the major milestones you might have experienced in 2024. Did you:
All of these events require updates to your legal documents.
For instance, if you remarried, you may need to change beneficiary designations on your life insurance policy or update your will so it accurately reflects your new family structure.
If you welcomed a child into your family last year, you’ll
want to establish or update a guardianship plan—Entrusted Legacy Law’s unique
Kids Protection Planning offers peace of mind, ensuring your children will
always be cared for by the people you trust most.
Helpful Tip:
2. Tax Laws Aren’t Timeless: Stay Ahead of the Curve
Although Entrusted Legacy Law does not offer tax planning services, we strongly encourage clients to stay aware of evolving tax laws. Changes in federal or state legislation—such as estate or inheritance tax thresholds—can significantly impact the administration of your estate. If you have questions or concerns about how these changes might affect you, consulting a qualified tax professional is essential.
Helpful Tip:
Schedule an annual check-in with both your estate
planning attorney (for legal updates) and your tax professional (for financial
and tax-specific guidance). Together, they can help ensure your overall plan
stays on track.
3. Guardianships, Trusts & Wishes: Secure Your Legacy
Remember, estate planning isn’t just about money—it’s about people, your values, and the legacy you leave behind. From naming the right guardians for your children to ensuring your trust beneficiaries are up to date, regular reviews of these key components are essential.
Guardian Considerations
Trust Beneficiaries
By scheduling a thorough review with our team, you can
safeguard your children’s future, prevent unintended heirs from receiving
assets, and ensure your personal wishes are honored.
Helpful Tip:
4. Digital Footprint Cleanup: New Year, New Tools
In an age where so much of our daily life happens online,
digital asset planning is more important than ever. From email and social media
to cryptocurrency and online business accounts, these assets need clear
instructions for access and management in the event of your incapacity or
death.
Why It Matters
At Entrusted Legacy Law, we recommend secure password
managers and estate planning apps that simplify organizing and tracking online
accounts. These tools make it easy for your chosen executor or trustee to
handle your digital assets seamlessly.
Helpful Tip:
5. Procrastination Is the Real Threat: Make 2025 Your
“Wake-Up Call”
No one likes to think about worst-case scenarios, but
putting off or neglecting an estate plan can create tremendous difficulties for
your family. Delays or outdated information can lead to:
Let the start of 2025 be the reminder you need to ensure
your estate plan is up to date. By acting now, you not only protect your family
and legacy, but you also gain the peace of mind that comes with knowing you’ve
done everything possible to avoid unnecessary complications.
Helpful Tip:
A Fresh Start for Peace of Mind
As you welcome the new year, give yourself (and your loved
ones) the gift of proactive planning. Estate planning isn’t just about
financial security—it’s about ensuring that your wishes are honored, your loved
ones are cared for, and your legacy reflects what matters most to you.
How Entrusted Legacy Law Can Help Update Your Estate Plan
At Entrusted Legacy Law, we provide:
We understand that estate planning is deeply personal, and
our compassionate, client-centered approach ensures your plan fully aligns with
your goals and values.
Ready to Take the First Step?
Don’t wait for a life event or legal deadline to remind you
of the importance of estate planning. Contact Entrusted Legacy Law today to
schedule your virtual or in-person consultation and start your year with
confidence. Together, we’ll create or update a plan that meets your family’s
needs and keeps your legacy secure—no matter what the future holds. To learn
more call, us today at 412-547-9855.
The Importance of Meal Preparation for SeniorsEating well is essential for seniors to stay healthy, maintain strength, and manage chronic conditions like diabetes, high blood pressure, or heart disease. However, aging often brings challenges that interfere with regular eating habits: Limited mobility or arthritis can make it difficult to stand, chop, or lift cookware. Cognitive decline may cause a person to forget meals or how to safely use kitchen appliances. Loss of appetite or interest in cooking, especially when living alone. Dietary restrictions that require careful meal planning. With a little help, many seniors can continue enjoying nutritious meals that support their health and well-being. How Non-Medical Home Care Companies Help with Meal Prep1. Meal Planning and Grocery AssistanceCaregivers can help plan meals that are both nutritious and tailored to individual preferences and dietary needs. Whether following a doctors recommendations or simply planning favorite family recipes, caregivers help seniors feel involved and in control. They can also assist with creating shopping lists and even accompany the senior to the store or coordinate grocery delivery.2. Safe Meal PreparationFrom chopping vegetables to using the stove, many kitchen tasks can pose risks for older adults. Caregivers take care of the preparationwashing, slicing, cooking, and plating mealsensuring everything is handled safely and hygienically.3. Accommodating Special DietsWhether a senior needs a low-sodium, diabetic-friendly, soft, or heart-healthy diet, caregivers can prepare meals that follow those guidelines. This attention to detail helps seniors stay healthy while still enjoying their food.4. Encouraging Regular Eating HabitsSkipping meals or snacking instead of eating real meals is common among seniors. Caregivers gently remind and encourage clients to eat at regular times, promoting better nutrition and preventing unintended weight loss or blood sugar fluctuations.5. Companionship During MealsMealtimes can be lonely for seniors who live alone, often leading to a loss of appetite. Caregivers can provide companionship at the table, turning meals into a more social and enjoyable experience.6. Light CleanupAfter the meal, caregivers help with light kitchen cleanupwashing dishes, wiping counters, and putting leftovers away. This ensures a clean and safe space, and takes a burden off the seniors shoulders. Supporting Independence and DignityNon-medical home care companies empower seniors to remain in their homes while receiving the help they need to stay nourished and healthy. Care is always respectful and centered around the individualensuring that seniors continue to feel independent, heard, and valued.
Understanding Dementia and Its ChallengesDementia is not a specific disease but a general term for a decline in cognitive function severe enough to interfere with daily life. Alzheimers disease is the most common form, but there are many others, including vascular dementia and Lewy body dementia. Symptoms vary, but often include memory loss, confusion, difficulty communicating, mood changes, and trouble with daily tasks.Because dementia is progressive, care needs increase over time. While medical treatment can help manage symptoms, consistent daily support is crucialand thats where non-medical home care can make a significant difference. How Non-Medical Home Care Companies Help with Dementia Care1. Creating a Familiar and Safe EnvironmentRemaining in the comfort of home can help reduce confusion and anxiety for someone with dementia. Caregivers help maintain a structured, familiar environment, which is essential for individuals who may become disoriented or overwhelmed by changes.2. Assistance with Daily ActivitiesDementia can make simple taskslike bathing, dressing, eating, and groomingdifficult. Caregivers provide gentle, respectful assistance, promoting independence while ensuring safety and dignity.3. Establishing RoutinesConsistency is key for dementia care. Home care providers help establish daily routines for meals, hygiene, rest, and activities. This structure reduces confusion and can help minimize agitation or behavioral issues.4. Providing Mental and Social StimulationEngagement is vital for slowing cognitive decline. Caregivers interact with clients through meaningful conversation, music, puzzles, memory games, or simply looking through old photos. These interactions offer emotional comfort and help keep the mind active.5. Managing Behavioral ChangesDementia can lead to behaviors like wandering, aggression, or agitation. Trained caregivers are equipped with techniques to respond calmly and effectively, helping to de-escalate situations and create a soothing atmosphere.6. Ensuring SafetyFrom installing safety locks to guiding a client away from hazards, caregivers are trained to prevent accidents and reduce the risk of wandering. Their presence provides an added layer of security for both the client and their family.7. Supporting Family CaregiversCaring for someone with dementia is emotionally and physically demanding. Non-medical home care companies offer respite caregiving family members time to rest, recharge, or tend to personal matters while knowing their loved one is in good hands.
What Is End-of-Life Care?End-of-life care focuses on enhancing comfort and quality of life during the final stages of a terminal illness or advanced aging. While hospice care handles the medical aspectssuch as pain management and symptom controlnon-medical home care provides essential daily support that allows individuals to remain in a familiar and loving environment, surrounded by those who matter most. How Non-Medical Home Care Companies Can Help1. Providing Comfort and Daily AssistanceAt the end of life, everyday tasks often become too difficult to manage alone. Caregivers offer gentle assistance with personal hygiene, toileting, dressing, repositioning, and feedingensuring the person remains clean, comfortable, and dignified.2. Companionship and Emotional SupportCaregivers provide more than physical helpthey offer a calm, reassuring presence. Whether sitting quietly by the bedside, reading aloud, or simply holding a hand, caregivers create meaningful moments of connection and ease emotional distress for both the individual and their family.3. Supporting the FamilyEnd-of-life situations are emotionally and physically exhausting for family caregivers. Non-medical home care companies step in to provide respitegiving family members time to rest, recharge, or tend to their own well-being, knowing their loved one is in compassionate hands.4. Creating a Peaceful EnvironmentCaregivers help maintain a soothing, calm atmosphere at home. This may involve keeping the room clean, adjusting lighting, playing soft music, or offering warm blanketsall small gestures that enhance comfort during the final days or weeks of life.5. Assisting with Meal Preparation and FeedingWhen eating is still possible, caregivers prepare soft, nutritious meals or comfort foods tailored to the persons preferences. For those who can no longer eat, caregivers provide mouth care and hydration support to reduce discomfort.6. Maintaining Dignity and RespectAbove all, non-medical caregivers treat each client with unwavering dignity and respect. They recognize the importance of personal values, cultural traditions, and spiritual beliefs, ensuring care aligns with what matters most to the individual and their family. Partnering with Hospice and Healthcare Providers Non-medical home care companies often work in tandem with hospice teams, nurses, and social workers. Together, they create a comprehensive circle of care. While hospice addresses medical needs, caregivers focus on practical and emotional supportmaking the home a safe, nurturing place to say goodbye.
Estate Planning for Everyone You Love and Everything You OwnHave you ever considered what would happenlegally and financiallyto you, your family, your assets, and everything you care about if the unexpected were to occur?If your estate plan is outdated or non-existent, your assets could be lost to the State Department of Unclaimed Property, subjected to an expensive and time-consuming probate process, or even end up in the wrong hands. Without a comprehensive estate plan, your loved ones may face unnecessary financial hardship, legal disputes, or court intervention at a time when they need certainty and protection the most.If you dont know exactly what would happen to everything you own and everyone you love, the first step is to gain clarity. You need to understand how your current estate plan (or lack thereof) will impact your family so you can make informed decisions about whether it truly aligns with your wishes.How Entrusted Legacy Law Helps You With Estate PlanningWe offer customized estate planning solutions designed to protect your family, preserve your wealth, and ensure your wishes are honored. Through our Life and Legacy Planning Session, we take the time to educate you on the legal, financial, and personal implications of your estate choices.Step 1: The Life and Legacy Inventory & AssessmentBefore your Life and Legacy Planning Session, you will complete a comprehensive estate inventory that outlines your financial assets, real estate holdings, retirement accounts, life insurance policies, and other valuable property. This step ensures that we have a full picture of your estate and can identify potential gaps in your asset protection strategy.Step 2: Creating a Personalized Estate PlanIf you decide that your current estate plan is inadequateor if you dont have one at allwe will work together to design a legally sound and strategically structured estate plan that meets your familys unique needs. The foundation of your estate plan will often include a revocable living trust, which allows you to transfer your assets into the trust while maintaining control during your lifetime.Benefits of a Revocable Living Trust: Avoid Probate Prevents the time-consuming and expensive court process that could otherwise delay asset distribution. Minimize Estate Taxes Helps reduce tax liabilities and protect your wealth for future generations. Ensure Privacy Unlike a will, which becomes public record, a trust ensures your estate remains private. Maintain Control Dictate how and when your assets are distributed to your heirs.For families with complex financial portfolios, business ownership, or special circumstances (such as blended families or special needs children), we offer advanced estate planning strategies tailored to your specific goals.Can You DIY Your Estate Plan?Many people wonder if they can create an estate plan using online templates or generic legal services. Unfortunately, most DIY estate plans fail when families need them the most. What often passes for "estate planning" is nothing more than basic document generation, where you answer a few questions and receive a generic template that may not fully protect your assets or your loved ones. No Personalization A generic template cannot address your unique family dynamics, financial situation, or specific legal concerns. Legal Loopholes Improperly structured wills or trusts may be contested in court, leaving your family in legal disputes. No Ongoing Maintenance Estate laws change, and without updates, your plan may become outdated and ineffective.At Entrusted Legacy Law, we dont just draft documentswe provide comprehensive estate planning services that ensure your estate plan actually works when it matters most. We take the time to understand your familys needs, educate you on your options, and create a legally enforceable, tax-efficient, and conflict-free estate plan that gives you peace of mind.Protecting Families & Minor Children Through Estate PlanningIf you are a parent with young children, your estate plan should begin with a solid foundation that ensures your children will always be taken care of, no matter what happens. Without the proper legal protections in place, your children could end up in the custody of someone you wouldnt have chosenor worse, under state guardianship.At Entrusted Legacy Law, we specialize in estate planning for families with minor children. We help parents:Name Legal Guardians Ensure your children are raised by trusted individuals of your choosing.Set Up Trusts for Minor Children Prevent financial mismanagement by appointing a responsible trustee to oversee assets.Establish Emergency Plans Provide clear instructions for immediate care in case of sudden incapacity or death.Whether youre planning for minor children, adult dependents, elderly parents, or a complex estate, we can guide you through the estate planning process with personalized strategies to protect your familys future.Secure Your Legacy With Entrusted Legacy LawEstate planning isnt just about who gets whatits about ensuring that your loved ones are financially secure, legally protected, and prepared for the future.If you want to create a comprehensive estate plan that reflects your wishes, avoids probate, minimizes taxes, and keeps your loved ones out of court and out of conflict, then now is the time to take action Contact Entrusted Legacy Law today to schedule your Life and Legacy Planning Session and take the first step in protecting your family, your assets, and your future.
Pennsylvania Probate: What You Need to Know After the Passing of a Loved OneIf you are here to learn about Pennsylvania probate laws after the passing of a loved one, we first want to extend our sincere condolences. We understand that this is a difficult time, and we hope the information on this page provides clarity and helps minimize the legal and administrative challenges you may otherwise face.What Is Probate in Pennsylvania?Probate in Pennsylvania is a court-supervised legal process that ensures the transfer of assets from a deceased individual to their rightful heirs or beneficiaries. This process is essential for: Proving the validity of a will Appointing an executor (if there is a will) or an administrator (if there is no will) Inventorying and appraising estate property Paying outstanding debts, estate taxes, and creditors Distributing assets as directed by the willor by Pennsylvania intestacy laws if no will existsIn Pennsylvania, if a deceased person owned real estate or assets solely in their name, their estate must go through probate before assets can be legally distributed.The Downsides of Pennsylvania Probateand What You Can Do NextMany residents in Allegheny County, Butler County, Beaver County, Washington County, and Westmoreland County have heard that probate is a lengthy, expensive, and public process. Unfortunately, this is truewithout proper estate planning, probate can be costly and time-consuming.The best way to avoid probate in Pennsylvania is to plan ahead using strategies such as revocable living trusts, beneficiary designations, and joint ownership structures. However, if you are already in a position where probate is required, the best thing you can do is educate yourself and seek experienced probate legal assistance to complete the process as efficiently and cost-effectively as possible.How Is a Probate Case Started in Pennsylvania?Probate can be initiated by any beneficiary or creditor, but most often, the process begins when the Executor named in the will files the original will and a petition with the Pennsylvania probate court.If there is no will, a close relative of the deceased (such as a spouse, child, or sibling) typically files the petition to become the Administrator of the Estate.Choosing the Executor for a Pennsylvania EstateIf a valid will exists, the individual named as Executor will handle the probate processif they are eligible and willingIf no Executor is available or no will exists, any interested party (such as a family member) can petition the Pennsylvania Orphans' Court to be appointed as the Administrator of the Estate.Executor Compensation in PennsylvaniaUnder Pennsylvania probate law, Executors and Administrators receive compensation based on a percentage of the total probate estate value. This is designed to fairly compensate them for their time and effort in managing estate matters.However, Executors can be held personally liable for any mistakes made during the process. Given the complexity of Pennsylvania probate rules, its critical to work with a skilled probate attorney to avoid legal pitfalls.Do You Need to Go Through Probate If a Trust Exists?In most cases, no. If the deceaseds assets were properly titled in the name of a trust, probate is not required. Instead, the successor trustee will work with an estate planning lawyer to administer the trust and distribute assets.However, many families are surprised to learn that simply having a trust does not guarantee that probate will be avoided. Common mistakes include: The trust was not updated over time to reflect new assets. The decedents assets were never properly transferred into the trust.To ensure your estate plan works as intended, its important to work with an estate planning attorney who provides ongoing trust maintenance and reviews.Which Assets Are Subject to Probate in Pennsylvania?Assets that must go through probate include: Real estate, bank accounts, or investments owned solely in the deceaseds name Personal property and valuable assets without a beneficiary designationAssets that bypass probate include: Jointly owned property with Right of Survivorship Bank accounts or investment accounts with Transfer on Death (TOD) or Payable on Death (POD) designations Life insurance policies and retirement accounts with named beneficiariesHowever, some assets that normally bypass probate can still become subject to the process under certain circumstances. Consult with a Pennsylvania probate attorney to determine if probate applies to your specific situation.How Pennsylvania Intestacy Laws Distribute an Estate When There Is No WillIf no valid will exists, Pennsylvania intestacy laws dictate how the estate will be distributed:1 Spouse (If married, a portion or all of the estate goes to the spouse)2 Children (If the deceased had children, they inherit next)3 Parents (If there are no children, parents inherit)4 Siblings (If no spouse, children, or parents, siblings inherit)This highlights the importance of estate planningwithout a will or trust, the state determines who receives your assets.How Long Does Pennsylvania Probate Take?The timeline for Pennsylvania probate varies depending on the estates complexity. On average: Minimum of 12 months for simple cases Up to 2+ years for complex estates, disputes, or tax-related mattersWhat Are the Costs of Probate in Pennsylvania?Probate costs in Pennsylvania include: Attorneys fees (Based on estate size and complexity) Court filing fees Executor fees (set by Pennsylvania law) Appraisal and valuation fees Publication and administrative costsIn more complex estates, additional fees may apply, increasing probate expenses and delays.How to Choose the Right Pennsylvania Probate AttorneySelecting the right probate lawyer in Pennsylvania is crucial. Many general practice lawyers dabble in probate law, but only experienced probate attorneys have the knowledge to navigate complex estate matters efficiently. You do NOT have to use the attorney who prepared the will. You have the right to choose a specialized probate lawyer who understands the nuances of Pennsylvania estate law and can expedite the process. Avoid costly mistakes. Working with an experienced probate attorney prevents errors that could increase costs, cause delays, or result in legal disputes.Contact Entrusted Legacy Law for a Complimentary Pennsylvania Probate ConsultationIf youre ready to begin the probate process in Pennsylvania, our Allegheny County and Butler County probate attorneys are here to guide you.Call us at 412-347-1731 to schedule a complimentary 15-minute consultation to determine your next best steps.During your consultation, we will: Answer your probate-related questions Provide guidance on estate administration Help you navigate the Pennsylvania probate process efficientlyWe are here to relieve the legal and administrative burden during this difficult time and ensure that your loved ones estate is handled with care.
Our Firm Prepares You for Life What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldnt want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that youve made the right choices, and handled everything so that you arent leaving behind a mess, when something happens. That is our focus as well. Weve developed unique systems to give you the same access to a Personal Family Lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if youve already worked with a traditional lawyer or created documents online. Our Team Is Here for You We encourage communication with our clients. In fact, weve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises. We have a whole team to serve you. When you call our office to ask your quick question, you wont have to wait hours or days for a phone call back. Youll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth. And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime. We have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death. Weve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I dont know why and I dont know when, but when you do, you will be grateful you can call on us and well be here to advise you or get you out of a jam. We Help You Transfer Your Life and Legacy Lastly, we believe your financial wealth is only a small part of your overall Life and Legacy Planning which is made up of your far more valuable and most often lost upon incapacity or death intellectual, spiritual and human assets. These assets are what make you who you are, and sum up whats most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets. Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. Its just not a priority, until its too late. How much do you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little. Thats why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience the truly valuable assets your loved ones care about the most. Weve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I cant go into all of the details here, but well definitely talk about it when you come in for your Life and Legacy Planning Session.