Trusts & Estates Law/Codicil to a will

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Question
I want to update and change executors in my will.  I live in Pennsylvania.  How do I do that?

Answer
Hi Lauren,

Most professionals suggest, as do I that you get a new will.  Sometimes questions are raised after the fact when codicils are used.

You will probably find other things you need to change.  I can help you will this or you can use a local atty.

Regards,

David

Trusts & Estates Law

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David Disraeli

Expertise

I can answer general questions about estate planning and trusts. I can also answer questions about estate tax reduction and advanced charitable giving, family partnerships and asset protection. I may have already answered your question here: www.lifeplanblog.com or here www.pcfo.net

Experience

I have worked for 24 years with clients and their attorneys to formulate estate plans to meet client goals. I have found many mistakes made by client attorneys and were able to have them corrected. I focus on making sure that beneficiaries are protected from current or future spouses and lawsuits so the wealth stays in the family. I have also published a book on Aging Parents which can be found on Amazon https://www.amazon.com/dp/B003VP9WTG

Organizations
President and founder of The Personal CFO Inc.

Publications
www.pcfo.net www.lifeplanblog.com

Education/Credentials
Certified Financial Planner 1994

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