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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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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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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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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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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[Updated 2024 / 2025 Ed.] Gifting and Other Vital End of Year Estate Planning Ideas and Updatesyear-end estate planning tips, strategies and actions you need to consider to protect your heirs and your assets. 2024 Update
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Joint Accounts That Don't Match the Will or Trust - Causing Family FeudsJoint Accounts that don't match estate planning documents can cause family disputes when one of the account owners pass away. Mediation and careful planning...