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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Own A Business or Corporation? Upgrade Your Estate Planning To Business ClassMany business owners, real estate investors, and entrepreneurs have complex business and financial lives but still fly coach when it comes to their estate plans. Get planning that works like you do. Upgrade your estate plan to business class.
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The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continueThe war on the federal estate tax rages on with the passing of the Tax Relief Act of 2010. What does this mean for you, your will or trust? Find out how to use this recent legislation to benefit your estate plan today.
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Pennsylvania Trustee Mistake # 10 - Failing To Do The Job Of TrusteeMany Pennsylvania trustee's fail to do their job. Learn how to understand your role as a trustee and avoid the headaches, personal liability, and lawsuits that come with failing to do that job.
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Pennsylvania Trustee Mistake # 9 - Failing To Understand The Role of Multiple TrusteesMany Pennsylvania trustees make mistakes that lead to lawsuits and personal liability. Being a trustee is a complex and often complicated job. If you are not familiar with what being a trustee entails and the rules and regulations you must follow you might want to delegate your investment of trust assets to a professional limiting your personal liability.
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Protecting Your Assets From The Nursing Home - What You Don't Know Can MatterIn this brief article you can learn the essentials of medicaid trusts, and how to protect your assets from being spent on the nursing home and how to pass assets to your heirs even when a nursing home seems inevitable.
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Pennsylvania Trustee Mistake # 8 - Failing To File Tax Returns Or To Seek Professional AssistanceBeing a Pennsylvania trustee is an important job and far too often we see people make mistakes that lead to personal liability and lawsuits. There are many rules and regulations governing what a trustee can do and not do. If you have never been a trustee before or are not familiar with all the governing Acts and Codes it is a good idea to seek professional guidance to avoid mistakes.
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Pennsylvania Trustee Mistake # 7 - Failure To Properly Reform, Amend, or TerminatePennsylvania trustees can avoid failing to properly reform, amend, or terminate a trust by reading this report on common trustee mistakes. Avoid trustee mistakes that can lead to personal liability and or a lawsuit today.
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Pennsylvania Trustee Mistake # 6 - Failing To Communicate ProperlyMany Pennsylvania trustees make mistakes such as not communicating properly that land them in hot water with the beneficiaries, family, and could even result in lawsuits. Learn how to avoid this and other trustee mistakes.
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Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income ActMany Pennsylvania trustees fail to follow the Principle and Income Act and many other rules and open themselves up to personal liability and lawsuits. Avoid the most common mistakes that Pennsylvania trustees make.
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Pennsylvania Trustee Mistake # 4- Failing To Follow The Uniform Trust ActToo many Pennsylvania trustees make simple mistakes that land them into trouble. If you are a Pennsylvania trustee learn how to avoid personal liability and being sued.
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Avoiding Pennsyvlania Trustee Mistakes # 3 Failing to Follow The Prudent Investor RuleToo many Pennsylvania trustee's make mistakes that lead to lawsuits and personal liability. Learn how to avoid these common trustee mistakes.
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Estate Planning for the end of The Year -2010 and Beyond Part 1 of 10Are you worried about your will, trust, power of attorney or estate planning before the end of the year/ Here are 10 estate planning, will. and trust tips for the end of the year -2010 and beyond
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Pennsylvania Trustee Mistake #1 - Failing To Understand The Trust LanguageMany Pennsylvania trustees make mistakes that land them in hot water or create personal liability. Learn how to avoid trustee mistakes that will make you personally liable or get you sued as a trustee.
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Pennsylvania Trustee Mistake #2 - Making Distributions Too EarlyPennsylvania trustees make many mistakes that can lead to personal liability. Learn how to avoid making these mistakes that could get you sued.
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Why You Might Need A Power of Attorney FROM Your College Aged KidsWhy parents need a power of attorney when their college age kids get home from school. From health issues to getting grades, you might be surprised at how important getting a pwer of attorney from your son or daughter can be.
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The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010Worried about the estate tax and how it might affect you and your family in 2011? Several billionaires have died in 2010 when no tax applies. But the estate tax returns soon...
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Federal Estate Tax Returns- Can An Executor Get An Extension To File?Need an extension to file the form 706 federal estate tax return? Find out how to get the extension to file when the federal estate tax returns in 2011.
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Equine and Pet Trusts and Wills - Should Your Pets Be In Your Estate Plan?Do you need a will or trust to provide for the care of your horse, cat, or dog? Estate plans now often cover our pets and live stock.
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What is a $100,000 Charitable Trust Worth 91 Years Later?Interested in setting up a charitable trust? Curious about how it can grow and what a trust can do? In this case, the court uses cy pres to keep a trust going for it's intended purpose..
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The Federal Estate Tax Morass Continues - What Do You Do With Your Pennsylvania Estate Plan?Pennsylvanians, like most americans want clear answers as to how to revise their estate plans. Yet congress continues to fail to pass a federal estate tax bill. Attorney David Frees review the most recent pronouncements by the IRS.