Archives: Newsletters

JULY 2016 NEWSLETTER

Friday, October 13, 2017

USING GUN TRUSTS TO TRANSFER AND HOLD FIREARMS One of the less commonly encountered issues the personal representative of an estate will encounter is the transfer of firearms from a decedent’s estate to the beneficiaries of... Continue Reading

JUNE 2016 NEWSLETTER

Friday, October 13, 2017

ENSURING THAT ESTATE PLANNING GIFTS TO YOUR CHILDREN ARE NOT SUBJECT TO EQUITABLE DISTRIBUTION IN HIS OR HER DIVORCE A recent case from the Pennsylvania Superior Court has highlighted the need to make sure that estate planning... Continue Reading

APRIL 2016 NEWSLETTER

Friday, October 13, 2017

HOW DO I ENTER A DECEDENT’S SAFE DEPOSIT BOX? Regardless of whether you are accessing a decedent’s safe deposit box as the personal representative (the Executor or Administrator) of the decedent’s estate or as a joint... Continue Reading

OCTOBER 2015 NEWSLETTER

Friday, October 13, 2017

Estate Planning For Each Of The Eight Stages In Life As you age and as certain milestones pass, you need to reassess your current estate plan to determine whether your needs and goals are being met. At each stage in your... Continue Reading

SEPTEMBER 2015 NEWSLETTER

Friday, October 13, 2017

Tax Credits and Deductions for College And Graduate School Education With students going back to college and graduate school this month, it is important to be aware of the tax credits and deductions related to education... Continue Reading