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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Red Alert - Biden's Tax Plan Means Big Changes to Estate and Gift Planning!!Proposed changes to federal estate tax law and other important tax statutes could have an enormous impact on estate planning and gifting.
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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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Pennsylvania's New Digital Assets Law -- PA RUFADAAPennsylvania Recently Adopted the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). What Do You Need to Do to Ensure Your Estate Planning is Up to Date?
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PPP Loan Forgiveness and Expense DeductibilityWaiting to apply for Paycheck Protection Program (PPP) loan forgiveness because of uncertainty surrounding the deductibility of PPP expenses? New IRS ruling provides guidance.
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UTBF's Annual Gift Guide (Updated With Even More New Ideas)Unique gift ideas for your friends and family
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Shop Local To Support Your CommunityThere are so many great local businesses that could use your support over the holidays. Please consider purchasing gift cards to restaurants, many of who are offering curbside pickup or onsite dining options.
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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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The Ugly Fight Over the Estate of the “Painter of Light”Handwritten Wills. Handwritten wills in PA. Are handwritten wills legal? Should I use a handwritten will in PA?
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Medicare Open Enrollment Alert!We are fast approaching the beginning of the Medicare Open Enrollment period. Don't let this period pass by without re-evaluating your current choices and whether making a change is best for you.
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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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[Retirement Plan Alert] IRS Issues Updated Guidance on Early WithdrawalsAccording to the Internal Revenue Service (“IRS”), anyone, including household family members, who have lost pay during the COVID-19 pandemic is now eligible for a retirement account payout without penalty.
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UTBF Business Client Alert:Pennsylvania has updated its list of life-sustaining and non-life-sustaining businesses for the state. These distinctions are important because Governor Wolf has previously ordered all non-life-sustaining businesses to close their physical offices in the effort to slow the spread of the coronavirus.
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IRS Alert for Required Minimum Distributions Waivers for 2020!Congress recently passed legislation called the CARES Act, which among other things, waives the Required Minimum Distributions (“RMDs”) for the 2020 year.
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2020 IRS Rules Update Alert!2020 IRS Rules Update Alert! IRS Announces Increased 2020 Contribution Limits for Retirement Plans
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[Thought Provoking Quarantine Ideas & Some Thoughts On Making It Better - You'll Be Shocked To Learn About Shakespeare and Newton]covid-19; coronavirus 2020 survival tips; sir isaac newton; mental health tips;
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Helpful Tips to Navigate This Period of Social/Physical DistancingOur Trust, Estate & Wealth Preservation team sends our best wishes to everyone during these unprecedented times. Below, we have compiled a list of services and tools to help you and your family get through these challenging times while we isolate and practice social/physical distancing (some of the grocers are location-specific, but we are certain that you can find something similar in most areas).
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Information for Our Small Business Clients On The Cares Act Loans: The Payroll Protection Plan and How It May Help Your Small Business During the COVID-19 PandemicInformation for Our Small Business Clients On The CARES Act Loans: The Payroll Protection Plan and How It May Help Your Small Business During the Pandemic
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UTBF’s COVID-19 Client/Staff Safety & PreparednessCOVID-19 client and staff safety plan; UTBF emergency preparedness; coronavirus precautions