Estate Planning

Posted on June 10, 2016 in Estate Planning

An Important Reminder

Planning for Students

Hard as it is sometimes for parents to acknowledge, at 18...

Posted on November 24, 2015 in Estate Planning

A Thought for Thanksgiving

Like so many of my friends and colleagues the holidays are...

Posted on July 30, 2015 in Estate Planning

Common Law Marriage Retroactively Applied to Same-Sex Couple

As advisors we are in a still evolving field with respect...

Posted on July 20, 2015 in Estate Planning

And while we are on the subject of the IRS...................

Given that the Court entered a stipulated decision (and...

Posted on July 15, 2015 in Estate Planning

The Future of Valuation Discounts for FLPs and FLLC Now Threatened By Possibility of New Regulations

After years of being unsuccessful in its court challenges...

Posted on June 08, 2015 in Estate Planning

Why pay for Legal Forms?

With today's fast paced life, we all want to do as much as...

Posted on May 27, 2015 in Estate Planning

EVENT BLOG

Our managing member Karen Hackman is the May presenter for...

Posted on March 13, 2015 in Estate Planning

FAMILY MEDICAL LEAVE FOR ALL ON MARCH 27

The Department of Labor has revised its definition of...

Posted on March 09, 2015 in Estate Planning

Baby Boomer Retirement

The critical question is “What can I do next?”

Posted on March 02, 2015 in Estate Planning

What do you mean my homeowner’s insurance won’t pay? My premium is paid!

Prudent homeowners carry insurance for fire and other...

Posted on February 19, 2015 in Estate Planning

Permanent Estate Tax Regime? Not So Fast

The President is proposing some surprising new proposals...

Posted on February 13, 2015 in Estate Planning

Pennsylvania's Power of Attorney Law has changed

On July 2, 2014, Act 95 significantly changed...