Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible. To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.
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Protecting Your Heirs From Federal Estate Tax When One Spouse Dies – 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! portability return; form 706; time to file portability return -
UTBF Estate Planning Diagnostic/Questionnaire - Get Ready For Your Appointment UTBF Estate Planning Preparation and Diagnostic Questionnaire: How To Get Ready For An Estate Planning Appointment Review The Questions and Information You Need -
Client Spring Update and Newsletter March 2013 Client updates and information on changes to Pennsylvania will, trust, estate, and death tax laws