More Federal Estate Tax News – A New Estate Tax Bill That Might Work
What is the most up to date news on the federal estate tax and how it affects clients in Pennsylvania?
Estate Planning
Gifts To Children and Grandchildren – Why Can’t I Give More Each Year?
How much can I gift at the end of the year and gifting to children and grandchildren for married and single people.
Estate Tax Repeal vs Repair – Have You Made Up Your Mind on The Federal Estate Tax?
Information vital to your actions on the federal estate tax issue
Make Your Estate Planning Gifts Work – Avoiding The Horrible Mistakes in End of Year Gifting
Are you considering making end of year estate planning gifts to children, grandchildren or great grandchildren? Curious about how much you can give without paying gift tax? This brief video tells you how much you can give without paying taxes. Want to avoid the mistakes that people make that can actually cost your heirs …
Why an Internet Search for “The Best” Trust, Estate, or Probate Lawyer Might Not Be “The Best.”
More and more consumers are using Google, local search, and internet tools to help them to find the right lawyer to help with wills, trusts, estate plans and related matters. But, there are many reasons why searching for “the best” trust lawyer, estate attorney, or probate lawyer could actually get you the wrong information and …
What Will Happen If There Is No Estate Tax – For A Few Weeks or Months?
No one ever thought that this would happen. Congress cannot just let this lapse. They will lose too much tax revenue. It doesn’t make sense. But, that’s the conclusion of the Wall Street Journal after a review of trust and estate lawyers at a recent gathering. And those of you who are my clients know …
Initiating Probate In Pennsylvania (PA)
Who Will Initiate Probate: Probate is the court adjudicated process that an Executor or Administrator follows in the estate of someone who dies in Pennsylvania (PA). The Executor is a person or trust company named in a will. The Administrator is a person or trust company appointed by the Court where no will exists, …
Building and Protecting Your Wealth: Dive in or Go Slow With Investing During Market Recoveries?
By: David M. Frees III – Trusts, Wills, Estates and Estate Planning Every long term financial and estate plan deserves your patience and your attention. But, you deserve long term results, greater security and growth of your wealth and the legacy you plan to leave. We post ideas and information to help here and on …
Want Resources For Financial Planning Data?
Many of our clients know that having an integrated financial and estate plan makes the difference when you want to both build assets for yourself and to protect assets for your heirs. And, many of our clients have financial advisers while others are self directing their investments. Either way, ultimately , you are responsible for …
Strengthening Your Special Needs Trust
by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …