Saturday, June 12, 2021
PREPARING FOR PRESIDENT BIDEN’S TAX PLAN
The next phase of President Biden’s economic agenda is his proposed new tax plan targeted towards the top 1% high earners in hopes of raising $1.5+ trillion in extra tax revenue over... Continue Reading
Friday, May 7, 2021
The Court Grants Business Interruption Insurance Coverage
for COVID-19 Related Business Losses
On March 22, 2021, the Court of Common Pleas of Allegheny County issued a decision in a case relating to whether a Pennsylvania... Continue Reading
Friday, April 9, 2021
What Are The Top Nine Estate Planning Questions
To Discuss In An Estate Planning Interview ?
What is estate planning? Why do I need to have an estate plan?
Estate planning is the process of anticipating and... Continue Reading
Thursday, March 11, 2021
Practical Steps to Protect Your Family, Finances,
Retirement, and Estate from the Next Disaster
One year ago this month, we were in a different world. Bars and restaurants were open without restriction, we could attend sporting... Continue Reading
Friday, February 12, 2021
The Potential Tax Savings of
Upstream Gifts to Parents
Since the passage of the Tax Cuts and Jobs Act of 2017 combined with the mortality age shift, a new estate planning technique has become increasingly attractive. The... Continue Reading