A holographic Will is a handwritten Will made by a person that gives away their property upon their death. Pennsylvania may recognize this do-it yourself document as long as document disposes of property and is signed at the end, but you should not necessarily handwrite your own Will. Pennsylvania courts frown upon such handwritten Wills and for
Happy V-Day! For those of you who got in engaged today: Congratulations!! You are not alone, in 2013, 14 million couples were expecting an engagement on Valentine's Day, up from four million in 2012. In fact, about 10% of all proposals occur on Valentine’s Day annually (cnn.com).
While perusing Pennsylvania case law recently (yes, I sometimes do research just for the fun of it), I came across a Superior Court case dealing with an Agent acting inappropriately under a Durable Power of Attorney. Since the facts of the case match the scenarios I often worn my clients about I thought it would be useful to blog about the facts.
You should consider your basic estate plan a three-movement sonata. Like a piece of music written for one or two instruments, your estate plan is written for you and your spouse (or partner). Sometimes your plan will have three documents, sometimes four or even more documents. Like the movements in a sonata, each document can be very different from each other in rhythm and in mood.