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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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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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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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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Estate Planning for Your Horses and DonkeysWhen an owner fails to take appropriate steps to provide for their horses or outdoor animals (collectively, the “horses”), the consequences upon your death can be dire.
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The Government Has Radically Changed the Way Inherited IRAs Now Work: What you Need to Know To Fix Your Estate PlanYou may have heard that the federal appropriations bill enacted into law by Congress and the President in the final weeks of 2019 includes changes to the federal tax code that may affect your qualified retirement plan (such as a 401(k)) or IRA (sometimes called “retirement assets”).
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Are You the Beneficiary of a Trust? Do You Want to Direct the Remainder When You Die?If you are the current beneficiary of a trust, whether created under a parent’s Will, set up by your deceased spouse, or by a relative, then you may have a powerful tool in your estate planning tool-box waiting to be used!
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Do Your Will and Power of Attorney Cover Digital Assets?digital assets, estate planning for digital assets, frequent flyer account inheritance;
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[UPDATED] Is Your Power of Attorney Document Up to Date?power of attorney new requirements; is your Pennsylvania financial power of attorney document up to date?