This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potential clients informed, engaged, and connected to the latest news, trends, and current events regarding Pennsylvania asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law.
Learn more about the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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The Silver Lining of A Depressed Market – Or Even A RecessionEstate Planning Opportunities Abound When The Stock Market and/or The Economy Go Bad; GRAT; estate planning in a bear market or recession
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Estate Planning Divorce Dangers – What You Must Know (And What Really Matters)!post divorce estate planning; divorce planning; divorce protection; update my estate planning after divorce;
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The IRS Announces 2023 Increases To Estate And Gift Tax Exclusions2023 increases on estate and gift tax exclusions,
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The IRS Has Extended The Time to File A “Portability Return” From 2 Years to 5 Years. If You Are A Surviving Spouse This Is Vitally Important to Protecting Your Heirs From Possible Federal Estate Tax At Your Death!time to file portability return; Form 706; estate administration
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The Estate Planning Basics of Digital Assets: What To Do About Bitcoin, Cryptocurrencies and other Digital Investments – Now OR In The Futurecryptocurrencies in estate planning; estate planning and digital assets; bitcoin and estate planning;
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Spring 2021 Virtual Executor Training Receives Rave Reviews!Executor training, what is an executor, when and how to hire the right legal, accounting, and financial advisors, how to avoid personal liability.
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Virtual Executor Training Coming on March 24, 2021executor training, when to hire lawyer for estate administration, duties of an executor
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Red Alert - Biden's Tax Plan Means Big Changes to Estate and Gift Planning!!Proposed changes to federal estate tax law and other important tax statutes could have an enormous impact on estate planning and gifting.
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FAQs - Revocable and Irrevocable TrustsOur Series on Trusts will provide clarity on what trusts are, how they can be used, and the differences between the various kinds of trusts.
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Demystifying Trusts -- How Trust Planning Can Benefit Your FamilyOur Series on Trusts will provide clarity on what trusts are, how they can be used, and the differences between the various kinds of trusts.
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Demystifying Trusts -- How Trust Planning Can Benefit Your Family -- Part IOur Series on Trusts will provide clarity on what trusts are, how they can be used, and the differences between the various kinds of trusts.
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Pennsylvania's New Digital Assets Law -- PA RUFADAAPennsylvania Recently Adopted the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). What Do You Need to Do to Ensure Your Estate Planning is Up to Date?
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PPP Loan Forgiveness and Expense DeductibilityWaiting to apply for Paycheck Protection Program (PPP) loan forgiveness because of uncertainty surrounding the deductibility of PPP expenses? New IRS ruling provides guidance.
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UTBF's Annual Gift Guide (2022 edition - Updated With Even More New Ideas)Unique gift ideas for your friends and family
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Shop Local To Support Your CommunityThere are so many great local businesses that could use your support over the holidays. Please consider purchasing gift cards to restaurants, many of who are offering curbside pickup or onsite dining options.
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2020 An Analysis & Summary of End of Year Gifting and Unique Planning Opportunitiesend of year gifting, revocable trusts, SLAT, ILIT, Life insurance trust, CLAT, GRAT, gifting,
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The Ugly Fight Over the Estate of the “Painter of Light”Handwritten Wills. Handwritten wills in PA. Are handwritten wills legal? Should I use a handwritten will in PA?
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Medicare Open Enrollment Alert!We are fast approaching the beginning of the Medicare Open Enrollment period. Don't let this period pass by without re-evaluating your current choices and whether making a change is best for you.
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Federal Estate Tax Planning Alert for UTBF Clients2020 election impact on estate planning, presidential election effects on estate planning, estate tax exemption, SLAT, spousal limited access trust
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[Retirement Plan Alert] IRS Issues Updated Guidance on Early WithdrawalsAccording to the Internal Revenue Service (“IRS”), anyone, including household family members, who have lost pay during the COVID-19 pandemic is now eligible for a retirement account payout without penalty.