When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what they may not realize is that it’s equally effective as an estate-planning tool. Seniors who convert a... Continue Reading
The decedent owned a 50% membership interest in an LLC Agreement created in New Jersey 18 months before his death in Florida. This will poured over his residuary estate into an existing trust the beneficiaries of which were his... Continue Reading
For most people, the durable power of attorney is the most important estate planning instrument available – even more useful than a will. A power of attorney allows a person you appoint – your “attorney-in-fact” or... Continue Reading
In the estate law, estate litigation and family law case of Estate of Stevenson, PICS Case No. 14-0752 (C.P. Philadelphia, Feb. 20, 2014) the Honorable Joseph O’Keefe ruled that a father forfeited his share of his child’s... Continue Reading
In the family law, estate litigation and estate administration case of in Recht, PICS Case No. 16-0074, (C.P Monroe, July 13th, 2015) the Honorable David J. Williamson ruled that where the parties lived apart for more than one... Continue Reading