UPCOMING EVENTS

SEMINARS FOR SEPTEMBER 2016

MONROEVILLE / PITTSBURGH
Tuesday, September 13, 2016
2:00PM
Courtyard Marriott / Monroeville
3962 Wm Penn Highway
Monroeville, PA 15146
Between Sheetz and Eat ‘n Park
 
MURRYSVLLE / DELMONT
Tuesday, September 13, 2016
7:00PM
Holiday Inn Express
Delmont/Murrysville
6552 Route 22
Delmont, PA 15626
Behind Lamplighter Restaurant on Rt. 22
 
HARMARVILLE / PITTSBURGH
Wednesday, September 14, 2016
2:00PM
TownePlace Suites / Pittsburgh
2785 Freeport Road
Pittsburgh, PA 15238
Just off of Exit 48 of PA Turnpike
 
MONROEVILLE
Wednesday, September 14, 2016
7:00PM
The Estate Planning Centers
3824 Northern Pike, Suite 801B
One Monroeville Center
Monroeville, PA 15146
Just west of Red Lobster on Rt. 22
 
MURRYSVLLE / DELMONT
Saturday, September 17, 2016
10:00AM
Holiday Inn Express
Delmont/Murrysville
6552 Route 22
Delmont, PA 15626
Behind Lamplighter Restaurant
 

 
Do you want us to conduct a seminar for your group?

 

We would enjoy bringing your group timely estate planning information.

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All seminars are
FREE and open to the public
Call and reserve your spot today!
 
Proudly serving clients throughout Allegheny, Westmoreland, Butler, Fayette, and Washington Counties; including Pittsburgh, Monroeville, Greensburg, Latrobe, Cranberry, Wexford, Sewickley and YOUR community.

Even the Wealthy Procrastinate...

The problems caused by delay only increase with a larger estate.

Gene Upshaw, head of the NFL Players Association for 25 years, passed away in August 2008.  His estate has lingered unsettled for years because he waited too long to put an estate plan in place.  Despite a fortune estimated to exceed $20,000,000, Mr. Upshaw never even signed a Last Will and Testament.  On the day he died, he allegedly signed a hastily drawn Will which left everything to his second wife, Terri.  The issue arose, however, about whether Mr. Upshaw was competent to sign a Will on that day, in light of his deteriorating condition.

If the Will was found valid, then Terri would receive everything. If the Will was not valid, because he was not legally competent, then his wife would get 1/3 of the estate, and the remaining 2/3’s would be split among his three children, one of which was from his first marriage.  Predictably, it was this son from the first marriage who contested the Will.  After years in the court system, the case finally settled days before it was scheduled to begin a public trial in May 2011. Reports can be found online of the drama surrounding this family’s tragedy, but none of them answer the burning question: How can a successful businessman with a substantial fortune, several children, and two marriages, not have even the most basic estate plan?

For this family, and for many others, the absence of prior planning has led to years of delay, a mountain of legal fees, and most importantly, irrevocable severance of ties within the family.  The last thing anyone wants is for the family to fight after our death, and yet a recent survey showed that on 35% of adult Americans have signed an estate plan, and only 29% have a Power of Attorney in place to make sure that their affairs can be handled smoothly in the event of incapacity or death. Don’t be a statistic. Everyone, from the ultra-wealthy to those with the most modest assets, needs to plan to protect their family.