phoenixville pa estate attorney

Federal Estate Tax Law Not To Be Addressed Until Fall or After

August 5, 2010

No Federal Estate Tax Answers forthcoming this Summer. By: Douglas L. Kaune, Esq. Congress is entering its August recess and there has been no progress made on the topic of Estate Tax Reform. Analysts are clearly thinking that the Estate Tax issue will not be addressed until the Fall or later. Interestingly, everyone, including members …

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case

April 9, 2010

By Douglas L. Kaune

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case MARCH 25, 2010. The Supreme Court of Pennsylvania overturns the Superior Court on appeal. I think the Supreme Court got this one right. You can read the entire Novosielski Case here, but the general ruling is that accounts made joint by …

Caution: Federal Estate Tax Will Apply To Non Resident Aliens

February 17, 2010

By Douglas L. Kaune

Federal Estate Tax Will Apply To Non Resident Aliens. It is very important for Non Resident Aliens owning assets in the United State (U.S.) to know that their U.S. assets will likely be subject to a U.S. Federal Estate Tax. Many people think they have to take up residency in the United States for the …

Remember To Review The Tax Allocation Clause In Your Will or Trust

January 27, 2010

By Douglas L. Kaune

Remember to Review The Tax Allocation Clause In Your Will or Trust. by Douglas L. Kaune, Esquire. Most people do not realize that they can choose which beneficiaries will be responsible for paying the PA inheritance tax and federal estate tax on their taxable estate. Many wills are written automatically and sometimes incorrectly to say …

Roth IRA Conversion Might Equal Estate and PA Inheritance Tax Savings

January 25, 2010

By Douglas L. Kaune

Roth IRA Conversion Might Equal Estate Tax and PA Inheritance Tax Savings. Many individuals are considering whether or not to take advantage the new Roth IRA conversion rules. Read this Smart Money article for some of the issues to consider for Roth conversions. This decision will require an in depth analysis of each individual’s …

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Federal Estate Tax Law Not To Be Addressed Until Fall or After

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case

Caution: Federal Estate Tax Will Apply To Non Resident Aliens

Remember To Review The Tax Allocation Clause In Your Will or Trust

Roth IRA Conversion Might Equal Estate and PA Inheritance Tax Savings

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