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The Federal Estate Tax and Pennsylvania Residents

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Congress Acts On Federal Estate Taxes The New Estate Tax Law: Problems, Solutions and What You Need To Know Last night, the House of Representatives passed a bill extending the Bush era tax cuts which were about to expire, and, re-enacting a federal estate tax. And, while the new law looks favorable on it’s face, …

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Avoiding Pennsylvania Trustee Mistakes Part Two

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How To Avoid The Most Common Mistakes Trustees Make Making Trust Distributions Too Soon by:  Pennsylvania Attorney David M. Frees III Throughout history, trustees have been sued for failing to properly administer or to invest trust assets under Pennsylvania law. And, to make matters worse, (or  much better depending on your perspective) Pennsylvania has  …

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Protect your Mineral Rights: Oil and Gas Leases

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I work with many clients to assist them with the estate planning and elder law issues relating to the mineral rights they own in certain real property throughout Pennsylvania and other states. The focus on the mineral rights ownership interest has increased exponentially as the Pennsylvania (PA) Marcellus Shale discoveries have broadened. Many people …

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Take Advantage of Generation Skipping Tax Repeal For 2010

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We have had a lot of discussion here and with clients about the future of the federal estate tax. We have not talked as much about the generation-skipping tax (GST) which was also repealed for 2010. This presents an opportunity for grandparents and great grandparents to pass wealth to future generations that was not previously …

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Estate Planning Sounds Hard But Our Clients Love How “Easy” It Is

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Wills and Estate Planning Sound Hard But The Process Can Be Easy – Well Maybe Easy Isn’t Quite Accurate But It’s Easier Than You Think And You Feel Better When It’s Done Than You Can Imagine Many young couples with families, older couples who’s children are grown, and even seniors with grandchildren, avoid doing …

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What’s a $100,000 Charitable Trust Worth in 91 Years?

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If you’re interested in using a charitable trust and want to know what happens as the money grows, or what happens when the charitable purpose of your trust no longer exists, the read this quick article about Charitable trusts. And, for more information about trusts, living trusts, charitable trusts, insurance trusts, and family trusts, …

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Inherited IRA: What You Need to Know

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The Inherited IRA can provide powerful tax deferral benefits for named beneficiaries. In order to optimize the tax deferral options, the original owner must properly structure beneficiary designations in accordance with I.R.S. rules and regulations. The I.R.S. has laid a mine field of beneficiary designation traps that can either serve to reduce or eliminate the …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069