This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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The Millionaire, Deca Millionaire, and Centa Millionaire Estate Tax Planning Playbook For Uncertain Times and Changing Tax Laws (For Individuals or couples with a net worth of $5 Million Dollars or More – Who Want To Minimize or Avoid The 40% Federal Estate Taxhigh net worth estate planning; federal estate tax exemption reduction 2025; what is SLAT
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Understanding the Essentials, Eliminating the Fear and Ending the Confusion: Revocable vs. Irrevocable Trusts and Your Path to The Right Trust & Informed Trustee Decisions.revocable vs irrevocable trusts; difference between trusts; pennsylvania trusts;
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Securing a Future: The Crucial Role of Third Person Special Needs Trusts in Estate Planningspecial needs trusts in Pennsylvania; third person special needs trusts; Pennsylvania special needs trust
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Safeguard Your Legacy: Estate Planning In Your 50’s, 60’s, 70’s and Beyondsophisticated estate planning, asset protection, estate planning for retirement; family meeting; protect my legacy
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When The Economy or Stock Market Goes Bad… Six More Ideas On How To Win At Family Wealth, Asset Protection For Your Heirs & Estate Planning In Bad Times Part 2Ideas On How To Win At Family Wealth, Asset Protection For Your Heirs & Estate Planning In Bad Times; estate planning When The Economy or Stock Market Goes Bad
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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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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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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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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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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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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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[Updated 2023 / 2024 Ed.] Gifting and Other Vital End of Year Estate Planning Ideas and Updatesyear-end estate planning tips, strategies and actions you need to consider to protect your heirs and your assets. 2024 Update
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Will Your Family Business Die With You?Many families do not have a succession plan for their business. 70% of family businesses do not survive to the next generation. What you can do to change that
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What You Need to Know about Beneficiary Designations including life insurance, 401(k) and IRA beneficiary designationsSome assets fall outside of your will/trust and your beneficiary designations control who gets those assets.What should you know about Beneficiary Designations?
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The Family Limited Patnership In Estate and Business PlanningThe Family Limited Partnership is alive and well in estate planning. However, you must be more cautious than ever to take advantage of the many business and estate planning benefits of the FLP to avoid IRS scrutiny pr challenge.