This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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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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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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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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The IRS Announces 2023 Increases To Estate And Gift Tax Exclusions2023 increases on estate and gift tax exclusions,
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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!time to file portability return; Form 706; estate administration
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The Estate Planning Basics of Digital Assets: What To Do About Bitcoin, Cryptocurrencies and other Digital Investments – Now OR In The Futurecryptocurrencies in estate planning; estate planning and digital assets; bitcoin and estate planning;
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Spring 2021 Virtual Executor Training Receives Rave Reviews!Executor training, what is an executor, when and how to hire the right legal, accounting, and financial advisors, how to avoid personal liability.
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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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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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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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2020 IRS Rules Update Alert!2020 IRS Rules Update Alert! IRS Announces Increased 2020 Contribution Limits for Retirement Plans
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Estate Planning For When Your Pets Outlive YouIf you are contemplating having an estate plan prepared or already have one, and you have pets, then it’s extremely important to consider what will happen to your pets if they should outlive you.
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An Open Letter To Our Clients On The Secure Act And How To Fix Your Estate PlanningSECURE ACT; estate planning; stretch IRA; conduit trust, IRA trust;
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IRS Alert Update! New 2020 Federal Estate & Gift Tax Limits Announced by the IRSThe Internal Revenue Service (“IRS”) has officially announced the new 2020 unified estate and gift tax limits. These amounts are indexed for inflation and updated each year.