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Tag: Executor ()

088: Issues to Consider Before Updating An Estate Plan

Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan.  She also reveals what the best legal tools are to protect yourself and those you love from expensive tax impli

Posted 01/14/2022 04:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 04:00 AM

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted 05/24/2019 04:00 AM