John Della Rocca, Esq

Do you know some of the life events that require a change in your estate plans? Experts advise you to review your estate plan every two years once you are over the age of 55, there are several other life events that should also trigger a review. I will be posting over the next week about each event. ... Haven’t started yet? Let’s get your estate plans in place with a virtual appointment. Message me.

Why do you need a Healthcare Power of Attorney and Living Will? In times like these, it is vital that you have a healthcare power of attorney (HPOA) in place. This a signed legal document naming a single person as your healthcare decision-maker in the event that you can’t make decisions yourself. A living will, outlines your wishes regarding medical care in the event that you are incapacitated, terminally ill, or unable to communicate. ... This statement of your wishes is related to life support and any kind of life-sustaining medical intervention that you do or do not want. I understand this is not easy and many of us put this off. Make sure this is one thing you don’t need to be concerned with, in this current crisis. I can help. Virtual Appointments available daily. Message or call 215-582-8363.

Own a small business affected by Covid-19? Know someone who does? These resources may help: https://www.sba.gov//coronavirus-covid-19-small-business-g

What are the Legal Requirements for a Will in Pennsylvania? There are few requirements for making a will in Pennsylvania: A person only has to be 18 years old and of sound mind. ... When you make a will, you are the testator and must sign it. Although there is no requirement that you sign in front of witnesses, You still need two witnesses to sign your will. Self-proved wills are also valid in Pennsylvania. These are separate pages that are also signed by you, two witnesses, and a notary. What Happens to My Will Once it’s Written? Many people think you must file it with the courts. In PA, this is not true. After creating a will, many people choose to store it at their attorney’s office, and place a copy in a safety deposit box. Have More Questions? Call Estate Planning Attorney John Della Rocca at 215-582-8363 Phone and Virtual Appointments Available to expertly guide you through the process step by step.

More than half of Americans, don’t have a Will in place. Do you?

Now is the time to make sure your plan is in place for your vital documents: A will, healthcare POA, and financial POA. I am so grateful for so many of you, who shared these posts and are reaching out to protect your families! Thank you! We are each doing our part.... Message me or call 215-582-8363

*Medical Community: I feel such heartfelt gratitude for your tireless work in these unprecedented times. It is difficult to prioritize wellbeing, with an escalating workload, in addition to the overwhelming information overload. I want to help. In response to this crisis, I started immediate flexible virtual appointments, to provide wills and estate planning documents. With over two decades of experience, I will guide you through the process as quickly as possible to bri...ng peace of mind. I have such admiration and heartfelt gratitude for what the medical community is doing during this pandemic. I would like to do my part and offer a discount. Please message me below or call 215-582-8363 and mention healthcare.

Honored to help families stay safe and protected with virtual appointments for expedited estate planning. Let’s get started - call 215-582-8363

LIFE EVENT #5: Moving Laws about estate planning and inheritance differ by state, so if you’ve made the move to a new one, you’ll need to update your plan with state laws in mind.

LIFE EVENT #4: Increase in assets or liabilities. If you’ve added a new asset (or sold one) you may need to account for the change in your estate plans and make adjustments to further avoid tax implications.

LIFE EVENT #3: Significant changes in health A new or progressing illness may require you to give new health care instructions to your executor. For example, there may be some treatments you do not wish to receive and some you do. Communicate your wishes in writing to your power of attorney as soon as you’re sure of them.

LIFE EVENT #2: Change in committed relationships. If you get married, divorced or split up, you should not procrastinate changing your plan. This applies not only to your will or living trust, but also to assets outside of these documents, such as retirement assets, life insurance and savings bonds, as well as jointly titled bank accounts, brokerage accounts and real estate. I can help you take the necessary steps to protect you family and assets. Message me.

LIFE EVENT 1: You guessed it a new arrival! As a father, I understand what an exciting and busy time this is! Estate planning is usually the last thing on our minds, but let’s take the steps necessary to ensure your family’s security. An expedited estate plan can be done well and executed in a few days. Becoming a parent: Most importantly, be sure you name a guardian for your children and provide for them financially in case something happens to you. Becoming a grandparent...: Be sure your will and any trusts that are part of your plan cover this new family member. The same goes for assets that pass through beneficiary designations; in this regard, pay special attention to retirement accounts. Many friends and clients have reached out embarrassed to admit they do not have estate planning in place. I get it. Life is busy and difficult. Let me make it a little easier. I will guide you each step of the way. Don’t put it off any longer. Virtual Appointments available this week! Call 215-582-8363