Planning Matters

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Guidance on estates and trusts from the Philadelphia firm of Commons & Commons LLP

Episodes

  1. Jul 8

    The Estate Planning Meeting - What to Expect

    In this episode, estate planning attorneys Mary Beth Melso, Sierra Weinkam, and Christina Miller (https://www.commonslaw.com/lawyers) demystify the estate planning process. They cover essential documents, what to expect in a meeting, and how clients can prepare effectively.KeywordsEstate Planning, Wills, Power of Attorney, Healthcare Directive, Probate, Fiduciary Roles, Estate Meeting PreparationTopic areasKey estate planning documents: will, healthcare directive, power of attorneyWhat to expect during an estate planning meetingHow to prepare and what to bring to your estate planning sessionDifferences between probate and non-probate assetsRoles of executor, trustee, and guardianTakeawaysMost estate plans include a will, healthcare directive, and power of attorney.Preparation involves reviewing assets, liabilities, and thinking about beneficiaries.Clients can bring documents or contact info, but it's not necessary as notes are taken.Estate planning meetings are designed to be informative and supportive.

  2. 06/27/2025

    When to Revisit Your Estate Plan

    In this episode from Commons & Commons LLP, attorneys Stephanie Creech, Mary Beth Melso, and Katie Commons discuss when an estate plan should be revisited.

  3. 04/23/2025

    Making Gifts to Children and Other Family Members

    In this episode, Katie Commons and Mary Beth Melso discuss options for making gifts to children and other family members as part of a thorough and thoughtful estate plan.

  4. 04/23/2025

    Should Probate be Avoided?

    In this episode, Katie Commons and Mary Beth Melso on the Commons & Commons Estates and Trusts team discuss the pros and cons of designing your estate plan to avoid probate.

  • 4 Episodes

About

Guidance on estates and trusts from the Philadelphia firm of Commons & Commons LLP

Information

  • Creator
    Commons and Commons LLP
  • Years Active
    2025 - 2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © Commons and Commons LLP
  • Show Website
    Planning Matters