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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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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Bracing for Impact: How the Harris Tax Shift Could Hit Your EstateKamala Harris Tax plan; 2024 Harris estate tax plan; 2024 election; 2025 federal estate tax exemption
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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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Four Essential Estate Planning Questions Retired Couples Should Address Today To Avoid Problems LaterSecure your legacy with vital estate planning discussions. Don't delay - tackle wills, living wills, powers of attorney, and trusts together for peace of mind
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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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Our Best Holiday Recipes and Gift Ideasholiday and gift ideas; Thanksgiving recipes; holiday recipes
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The Impact of AI (Artificial Intelligence and Large Language Models) on Business in the Next Two Yearsimpact of AI on business; AI business automation
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The 8 Essential Questions To Ask When Hiring Your Estate Planning Lawyerhow to hire estate planning attorney; experienced estate planning attorney in Pennsylvania
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Estate Planning vs. Elder Law Planning: Understanding the Differences and When to Seek Elder Law Assistancewhat's the difference between estate planning and elder law planning; what is elder law; elder law planning in pennsylvania
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A Well-Designed Estate Plan Protects Your Assets and Your Legacyexperienced estate planning attorney; asset and wealth protection;
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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,