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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Protecting Your Legacy & Bulletproofing Your Estate: Discovering The Hidden Weak Spots in Your Estate Plan — And How to Fix Them Before It’s Too LateCommon estate planning mistakes to avoid; How to protect my estate from legal challenges; Irrevocable Trust Planning; Protecting Your Legacy; Pennsylvania law
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Pennsylvania's Recognition of Grantor Trusts: Implications for Estate PlanningPennsylvania Grantor Trusts; senate bill 815; taxation of grantor trusts;
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Die With Zero by Bill Perkins — A Different View On Gifting, Spending, Retirement, and Estate Planning
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Navigating Gift Taxes: What You Need to Know About Large Gifts for Education, Weddings, and Home Purchases - What You Don’t Know Can Cause Trouble For Your Estate Plan and Your Heirsgifting money to children for wedding or home purchase; die with zero; gift taxes
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Countdown to Year-End: Critical Estate Planning Strategies & Actions to Consider In 2024 and in 2025year end estate planning; 2024
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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.