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Saturday, December 5, 2009

Ten Steps To Estate Planning

Just posted a new article to help those new to estate planning. Catch

Ten Steps To Estate Planning

under our Resources tab. If we can help you with your estate plan, please let us know by getting in touch with our office.

 

 

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Previous Posts

Elder Planning - Personal Services Contracts

Federal Estate Tax Update

Avoid Guardianship

Changes At The VA

Don't Make These Estate Planning Mistakes!

Take A Second Look At Medicaid Trusts

Make Your Estate Plan Bulletproof

Five Key Reasons You Need An Estate Plan… Even If You Think You Don’t Need One!

Let's Talk About Pennsylvania's Inheritance Tax

The Dangers Of Doing It Yourself

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Archived Posts

2018

December

Elder Planning - Personal Services Contracts

November

Federal Estate Tax Update
Avoid Guardianship

October

Changes At The VA
Don't Make These Estate Planning Mistakes!

August

Take A Second Look At Medicaid Trusts

July

Make Your Estate Plan Bulletproof

May

Five Key Reasons You Need An Estate Plan… Even If You Think You Don’t Need One!

April

Let's Talk About Pennsylvania's Inheritance Tax

February

The Dangers Of Doing It Yourself

January

Protect Your Assets

2017

December

Your Estate Planning Checkup

November

Does A Medicaid Trust Make Sense?
Critical Estate Planning Mistakes To Avoid

August

With Estate Planning, Organization Is Key

June

Long-Term Care: Should You Count On Uncle Sam's Help?

May

Five Things To Know About Legacy Planning

April

Last Minute Tax News & Tips For 2017

February

Making Sense Of Long-Term Care

January

How Much Of Your Personal Information Is Unwittingly Accessible?

2016

November

Top 10 Estate Planning Mistakes

October

Some Digital Tips To Staying Cyber Smart
A Legal Update

September

Diving Into A Stretch IRA
Lost? Check Your MAPT!

August

Dangers of Inherited IRAs, Part 2
Dangers of Inherited IRAs, Part 1

May

Keep Your Estate Conflict-Free!

January

Reasons You Must Have A Will

2015

September

Medicaid and Immediate Annuities

August

Five Barriers To Successful Estate Planning

July

Young Families Need Guardians
Procrastinating & Estate Planning

June

Inheriting an IRA - Q&A;

May

Term Life Insurance vs Whole Life Insurance

April

10 Questions: Powers of Attorney

February

Do You Need a WILL or ESTATE PLAN?
Estate Planning for Non-Traditional Families
Robin Williams Estate Challenge

January

Caution: Plan For Long-Term Care Now!
The 5 W's of Estate Planning
Dangers of Writing Your Will Online

2014

November

New Offices in 2015
"Simple Will"
2014 Election & Estate Planning Law Changes
Fix Your Estate Plan Now

October

The New Estate Plan
Social Security Benefits Increase 1.7 Percent in 2015

September

Medicare vs. Medicaid for Long-Term Care Costs
Five Ideas To Improve Your Estate Plan Now
An Explanation of Special Needs Trusts

August

Joint Accounts with Children = Poor Estate Plan
Trust Mill Attorney Disbarred

July

Same Sex Couples in Pennsylvania
Can you avoid PA Inheritance Tax?
Ten Estate Planning Ideas
Caution: Gifting & Medicaid
Pennsylvania Power of Attorney Law Changing

June

US Supreme Court: Inherited IRA's NOT Protected From Bankruptcy or Creditor Claims
Thinking About Retiring Abroad?
Making Your Funeral Wishes Known
Jeremy Wechsler Quoted Re: Do-It-Yourself Wills

April

Ingredients For A Positive Legacy

March

Five Reasons You Need A Professional Estate Plan
Things To Remember At Tax Time For Seniors

February

Five Pennsylvania Inheritance Tax Tips
Your Retirement Quarterback Radio Show
Beware of Trust Mills
New Rules Make Reverse Mortgages More Difficult

January

Beneficiary Designations & Your Estate Plan
Price of Long-Term Care Drops
We ALL Need An Estate Plan
Inheritance & Divorce: Avoiding the Unthinkable
Probate vs Non Probate: What's the difference?

2013

December

Common Excuses for Estate Planning Procrastination
Pennsylvania Probate
What's Your Long-Term Care Plan?

November

Beware of Using Joint Accounts With Children
10 Tips for Charitable Giving

September

Can Life Insurance Affect Your Medicaid Eligibility?

August

Are my IRA's subject to PA Inheritance Tax?

July

A Great Estate Planning Tool: Life Insurance

June

Lessons From Huguette Clark's Estate
Top 5 Reasons to Consider an IRA Trust

May

Your Pet and Your Estate Plan
Why YOU Need An Estate Plan
Michael Jackson's Estate

April

Spring 2013 Estate Planning Update
Pennsylvania Inheritance Tax Basics

February

Gun Trusts
Watch Out For Will Contests and Estate Challenges!

January

Gifting Rules For 2013

2012

December

Fiscal Cliff?

November

Elder Planning: What Is It and When Do You Need It?
Pennsylvania Probate Tips

September

Long Term Care Planning Options

August

Preventing Will Challenges and Will Contests

July

Five Things You Can Do NOW to Improve Your Estate Plan
A Few Words from Jeremy

June

PA Courts Don't Recognize NJ Same Sex Civil Unions for Inheritance Tax
BREAKING NEWS: Congress Considers Stricter Rules For Veterans Pensions Qualifications
Pennsylvania Filial Responsibility
Jeremy Wechsler Releases New Book on Estate Planning

May

Beware of writing your own estate plan
Five Ways To "Upgrade" Your Estate Plan
Estate Planning & Online Accounts
Reverse Mortgage News
Provision in Will to Kill The Cat Found Invalid
More Information on Reverse Mortgages

March

Are you getting all of your benefits?

February

Update Your Estate Plan!
Do You Need Long-Term Care Insurance?

January

Gifting the House For $1: Good Idea or Not?
Caution: Do-It-Yourself Wills
Social Security For Spouses
Your Digital Assets

2011

December

Estate Tax Update / 4 Common Estate Planning Questions
Asset Preservation: Your HOME
The $400 Million Estate Will Contest

November

Evaluate Your Estate Plan
Executors; Estate & Gift Tax Update
Estate Planning Misconceptions
Advantages of Living Trusts

October

Nursing Home Costs - Rising Fast?
Did Steve Jobs Have An Estate Plan?
CLASS Dismissed
7 Estate Planning Questions
Is it time for a WILL review?

September

Estate Planning Tips
Five Myths About "Living Trusts"
IRA's and Estate Planning
Fall 2011 Estate Planning Essentials

August

Long Term Care Costs
Powers of Attorney 101
Ethics and Estate Planning
Ten Reasons To Write A Will
Estate Recovery and Medicaid

July

Special Needs Planning
Five Estate Planning Red Flags
New Radio Show

June

Elder Abuse and Predatory Marriages
Asset Protection For Your Heirs
Estate Planning 101 - Class is in session!
Three BIG Estate Planning Mistakes

May

Free Summer Estate Planning Classes
Financial Power of Attorney Check-Up
50/50
Inheritance Protection

April

Disinheriting a Relative; Will Contests
What is a Testamentary Trust?
Co-Executors... Good Idea?
A Solid Estate Plan is Like Insurance for Your Affairs during Incapacity and Death

March

10 Things That Could Go Wrong Without A Plan
What's The Cost Of Probate In Pennsylvania?
A Living Will Is Not Enough
Don't Forget Your Pets

February

No Plan? Big Problems.
Special Blog: Medicare Matters
Is Probate a Concern in Pennsylvania?
Planning For College
Retirement Asset Protection Trusts for IRA's
Help a Friend, Relative or Neighbor

January

Types of Ownership
Does a Living Trust Make Sense in 2011?
Living Wills and Difficult End-of-Life Decisions
Legal Vault

2010

December

When To Plan
Your IRA & Estate Planning
Federal Estate Tax Now Certain
Do I Need A Revocable Living Trust?
Federal Estate Tax Breaking News
Ethical Wills

November

Storing Your Estate Plan Online
Pennsylvania Inheritance Tax 101
Leaving Your Stuff To The Kids & Grandkids
Superior Estate Planning
Protect and Stretch Your IRA's

October

Special Needs Trusts: The Basics
Top 10 Signs It's Time To Review Your Plan
Living Wills and End-Of-Life Instructions
The Will of Teddy Pendergrass
Where Should I Store My Will?

September

What is Probate and How Does it Work in Pennsylvania?
Living Trust?
Beware of Will Making Software
Will Challenges
Estate Planning To-Do List
Bring Estate Tax Back in 2010??

August

Estate Planning for Young Families
Who should be my Executor?
Changes in Pennsylvania Powers of Attorney
Testamentary Trusts
Can I Write My Will By Myself?
Comprehensive Estate and Retirement Planning
Technology and Estate Planning
Check out our events
Paying PA Inheritance Tax is Not Optional
What's up with the Federal Estate Tax?
Estate planning in the uncertain economy

July

Ten Common Estate Planning Mistakes
Should I Transfer My Home To My Kids Now?
Having a Will is Essential

June

Federal Estate Tax News
Do I Need a Living Trust?
Kids Inheritance: Freedom vs. Control
Financial Powers of Attorney
The Worst Case Scenario

May

NEW: Probate Resource Center
Talking To Your Agents About Their Role
Estate Planning in Uncertain Times

April

Appointing Agents -- An Important Estate Planning Component
Vital Estate Planning Documents

March

Special Needs Trusts
When To Update Your Estate Plan
Beneficiary Designation Forms

February

Values, Service and Experience.
Jeremy Attends Estate & Elder Law Symposium
New and Improved Radio Show
Updated and Accurate Powers of Attorney
IRA Podcasts
Pennsylvania Inheritance Tax

January

How Often To Update Your Estate Plan
Radio Show Moving To Saturday's at 8:30 AM Starting 2/7
Grantor Retained Annuity Trusts
February Workshops
Wills vs. Trusts
Life Insurance Trusts
Great Planning Tips
Estate Planning 2010

2009

December

Happy Holidays
Federal Estate Tax Update
How to Probate a Will in Pennsylvania
What happens if you don't have a will or living trust?
On The Radio Show This Sunday
Gift Tax
Wills Are Public Documents
Ethical Wills
The WealthCounsel Advantage
Trust Planning and 2011
Eight Tips To Avoid Nasty Estate Surprises
Pennsylvania Inheritance Tax
Last Chance To Save on Taxes in 2009
Continuing Education
Estate Planning Statistic
Ten Steps To Estate Planning
Catch Us On Facebook
U.S. House Passes Estate Tax Fix
Considering A Living Trust...
Welcome to our new blog
Federal Estate Tax in 2010?

The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning matters in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem, Plymouth Meeting, Furlong, Philadelphia County, Bucks County and Montgomery County.