How a Retiree Cut Their Tax Bill and Made a Bigger Charitable Impact. Last week, I sat down with a long-time client who was
Insight into Personalized Estate Planning
Embrace the Great Wealth Transfer
How to avoid one of the biggest mistakes in your estate plan – failing to prepare for the Great Wealth Transfer
Digital Assets in Estate Planning
How to avoid one of the biggest mistakes in your estate plan – failing to account for digital assets
Estate Planning for Unmarried Couples
For unmarried couples, estate planning is essential to ensure that partners can make decisions for each other and inherit assets as intended
Trust Trouble: When Beneficiary Designations Backfire
We have heard about naming a trust as the beneficiary of your retirement account but how does that beneficiary
The Plain English Series -Understanding the Annual Gift Tax Exclusion
The federal gift and estate tax system allows individuals to transfer wealth during their lifetime or at death
Pennsylvania Business Succession Planning: Preserving Legacy, Value, and Control. Business owners invest a lifetime building their enterprises.
Business Succession Planning
Health Savings Account for Tax & Estate Planning
A Health Savings Account (HSA) offers a triple tax advantage, making it a powerful financial and estate planning tool
Estate Planning for a Childless Individual or Couple
For childless couples, estate planning is an opportunity to define a clear financial legacy, secure quality care in later life
My Plain English series on Estate Planning and using Irrevocable Trusts to hold Real Estate
In the heart of New York City lived the Harrisons, a successful couple who had built a comfortable life for themselves and
Pennsylvania Filial Responsibility Law
The Pennsylvania Superior Court case Health Care & Retirement Corp. of America v. John Pittas, 46 A.3d 719 (Pa.Super. 2012), addressed whether an adult son could be held