Whether you need a will might be more complicated than it appears. Before you turn to an online program to cut costs, it’s worth considering if the money saved now could lead to expenses or complications later.

Callan Family Office has hired philanthropic strategist George Burnette to lead its philanthropic consulting and wealth division. The Philadelphia-based firm aims to meet the rising demand for integrated wealth, estate, and philanthropic services in the region.

In Bardstown, Lynn and Connie Whiteman have entrusted their property in the Thoroughbred Acres Subdivision to the Whiteman Family Revocable Living Trust. This move, dated March 4, 2026, offers insight into how families can safeguard their estates for the future.

A recent article from the Pittsburgh Post-Gazette, titled “Asking Eric: Adopted daughter excluded from inheritance,” raises questions about a family’s decision to leave an adopted daughter out of the will. Though the complete details remain behind a paywall, the piece suggests a poignant issue concerning legal and emotional ramifications in matters of inheritance.

This “Savvy Senior” column poses a question that impacts families nationwide: what unfolds legally and practically when someone passes away without a will? While the complete article remains behind a paywall, the inquiry itself underscores the importance of formal estate planning.

Whittier Trust focuses on intentional, individualized strategies for families’ wealth management. From asset allocation to estate planning and philanthropy, the firm’s approach is built on avoiding a one-size-fits-all mentality—and investing in what matters most: its clients.

Allegany Law Foundation will host estate planning clinics at three Allegany County libraries during September and October. This initiative aims to provide community members with accessible legal guidance on wills and other critical estate matters.