Elder Financial Abuse Study

A study commissioned by Pennsylvania Governor Tom Wolf in 2019 recently revealed some alarming findings related to the financial exploitation of older adults. 

Financial exploitation of older adults can take many different forms and can be perpetrated by trusted individuals or complete strangers.  The most common forms of financial...

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Trust Planning and 2011

Here is some food for thought: If Congress doesn't pass a permanent federal estate tax fix soon, we are looking at perhaps 2010 staying at the $3.5 Million exemption, as it is more likely that they'll pass a one year fix. That's already passed the House and I think the Senate will probably pass it too. But...

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Wills vs. Trusts

People always ask, what is the difference between these two documents? Will or trust, I'm still leaving my assets to the people I care most about, right? Sure, that is true, but there are several key differences between the two.

Trusts are usually pieces of a larger puzzle. For instance, you may have sizeable assets...

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Gift Tax

The IRS recently announced that the annual gift tax exclusion will stay the same in 2021 at $15,000. If you're married, each spouse gets an exclusion so a married couple can gift $30,000 to each individual without creating a tax liability or necessity for reporting. Your annual exemption is per person, so if you have 3...
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Wills Are Public Documents

A lot of people ask our office what the difference is between Wills and Trusts. There are several key advantages to trusts, depending on your estate planning needs. One advantage to our readers who value privacy is that a well-crafted Revocable Living Trust, if properly written AND funded, can avoid the probate process. By...

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Ethical Wills

Why do we engage in estate planning? Most people would say their priorities in estate planning are protecting their assets and ensuring those assets get passed on properly.

However, we often miss the equally important goal of estate planning: passing on your values, hopes, fears, lessons learned, etc. to the next generation(s).

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The WealthCounsel Advantage

WealthCounsel is the premier estate planning organization in the United States. Quite simply, no other organization even comes close to the level of experience that WealthCounsel offers its several thousand estate planning attorneys. Asking whether or not your estate planning attorney is affiliated with WealthCounsel is crucial, because only WealthCounsel members have all of...
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Values, Service and Experience.

We want you to choose an estate planning attorney that is right for you.
Consumers often find it difficult to select the right estate planning attorney. We cannot tell you how to choose the perfect attorney to handle your estate planning needs. Each attorney and law firm has different values, levels of...

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Jeremy Attends Estate & Elder Law Symposium

Yesterday, your estate planning attorney Jeremy A. Wechsler attended the Pennsylvania Bar Institute's annual Estate & Elder Law Symposium. Jeremy believes that continuing to learn the latest estate planning techniques and case law is crucial to maintaining top standards in practice.

For instance, several key cases came through the Pennsylvania courts this...

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