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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Estate Planning For When Your Pets Outlive YouIf you are contemplating having an estate plan prepared or already have one, and you have pets, then it’s extremely important to consider what will happen to your pets if they should outlive you.
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An Open Letter To Our Clients On The Secure Act And How To Fix Your Estate PlanningSECURE ACT; estate planning; stretch IRA; conduit trust, IRA trust;
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The Government Has Radically Changed the Way Inherited IRAs Now Work: What you Need to Know To Fix Your Estate PlanYou may have heard that the federal appropriations bill enacted into law by Congress and the President in the final weeks of 2019 includes changes to the federal tax code that may affect your qualified retirement plan (such as a 401(k)) or IRA (sometimes called “retirement assets”).
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IRS Alert Update! New 2020 Federal Estate & Gift Tax Limits Announced by the IRSThe Internal Revenue Service (“IRS”) has officially announced the new 2020 unified estate and gift tax limits. These amounts are indexed for inflation and updated each year.
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Are You the Beneficiary of a Trust? Do You Want to Direct the Remainder When You Die?If you are the current beneficiary of a trust, whether created under a parent’s Will, set up by your deceased spouse, or by a relative, then you may have a powerful tool in your estate planning tool-box waiting to be used!
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Pennsylvania Estate Administration Legislative Update Alert!Email accounts. Social media. Photo archives. Cloud accounts. These are all examples of digital assets and you have more digital assets than you realize. But what happens to those assets when a person dies? Who has control? Who can access them? But what happens to those assets when a person dies? Who has control? Who can access them?
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Pennsylvania Inheritance Tax Rate Update Alert!Are you a parent of a child or children under age 21? If so, then this update is for you!
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What is Creditor & Asset Protection Planning?The goal for creditor and asset protection planning is to intelligently structure your assets ownership so that Judgment Creditors and other legal entanglements cannot impact your personal and Family Wealth.
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Part II: What Happens After I’ve Updated My Estate Planning Documents to Include a Disclaimer Trust?When you have a Disclaimer Trust in your estate planning documents, how do you ensure you are making the right decisions?
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How to “Future-Proof” Your Wills and Trusts from Coming Changes in the Law Why a Disclaimer Trust Under Your Will May Be The Best ApproachAdding a Disclaimer Trust to your Wills helps to make sure that your plan remains current despite the changing tax laws.
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Do My Adult Children Need an Estate Planning Lawyer? Three Steps You Will Want to Take When Your Child Turns 18If you have a child or grandchild who is approaching adulthood, talk to your estate planning attorney.
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Have An IRA Or 401(K) That You Might Leave To Your Heirs? If So, You Need To Know That The Government, And Both Political Parties, Are Preparing To Hit Your Heirs With Some Very Negative Tax Consequences… And What To Do About itIRA inheritance taxes; asset protection; estate planning techniques;
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Who Determines the Disposition of Your Remains and Funeral Arrangements?The Next-of-Kin Default Rules in Pennsylvania and How a Statement of Contrary Intent Can Override It.
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Explore Some of Our Favorite Summer Recipesbbq, barbeque recipes, summer bbq recipes, memorial day recipes; summer cocktails
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Are You Named As An Executor or Trustee When A Spouse Or Parent Dies OR Have You Appointed One Or More Under Your Will and/or Trust?estate administration, appointing executors, trustees, hiring an attorney for estate
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Do Your Will and Power of Attorney Cover Digital Assets?digital assets, estate planning for digital assets, frequent flyer account inheritance;
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Need Inspiration for the Holidays? We've Curated Appetizer, Sides, Main Courses, Desserts, Hot Drinks & CocktailsNeed last minute recipes for any holiday meal for every course? Enjoy! We've got you covered
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IRS Announces New Estate Tax and Gifting NumbersHow much you can gift each year, gifting, estate tax exemption
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[RESOURCES] Being a Caregiver and Helping Your Family Caregivers For Elderly Parents and GrandparentsLearn more about being a family caregiver and helping family caregivers for elderly parents and family members. Resources for caregivers & family members alike
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April 12 is Grilled Cheese Day - Some Recipes Below That You Will Want to Make!fancy grilled cheese recipes for national grilled cheese day, client appreciation