Estate Planning 2022 Outlook

With the new year upon us, let's discuss what the estate planning landscape will look like for the coming year and beyond.

Before I get too deep into the changes for the year and changes ahead, do you realize that ten years ago was 2012? The iPhone 4S was...

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Estate Planning News

Estate Planning Update: 2022 Figures

2022 is on the horizon, and with that, some updates are in order on what we know so far. The caveat remains: Congress is unpredictable, especially this time of year. We may find out this month about some further changes in tax laws. We'll keep an eye out and update you accordingly.

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webinar

Estate Planning 101 Webinar

The holidays are around the corner, and although we are all extremely busy, it's actually a good time to at least think about estate planning as you are joining together with your family and loved ones. Take some time during the holidays to tune into this webinar to learn more about estate...

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Tangled Title: What Is It and How To Avoid It

Across Pennsylvania, there are thousands of properties that have a ‘tangled title’ where the person living in the home does not actually own the home. It’s a pervasive problem, particularly in urban areas. The sooner it is identified and fixed, the better. When there is tangled title, mortgages can’t be refinanced. Repair grants,...

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Why Are We Discussing Life Insurance?

Often times, the mention of life insurance can scare even the most rational folks away. But when it comes to estate planning (and elder planning), life insurance potentially has a significant role to play. The use of insurance will depend on the circumstances, but the idea of life insurance shouldn't be discarded at first...

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Beneficiary Designation Forms

It's time for some spring cleaning, and on your list, make sure to add checking your financial accounts with beneficiary designations. They range from annuities, to IRA's, 401(k)'s, life insurance policies and more.

If you have accounts with beneficiaries designated, it is important that you understand the beneficiary designations will take precedence over...

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Thoughts On Estate Planning

Plan Now, Not Later: The COVID crisis has only exacerbated a recurring problem we see at the law firm--folks waiting until it's too late to plan. I always emphasize the fact that you should be in control of your estate plan. It's not ideal if your adult child is attempting to be...

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