Archives: Newsletters

MARCH 2014 NEWSLETTER

Friday, October 13, 2017

Pennsylvania Inheritance Tax Exemption for Qualified Family Owned Businesses Beginning July 1, 2013, the transfer at death of certain family owned business interests will be protected from the Pennsylvania inheritance tax.... Continue Reading

FEBRUARY 2014 NEWSLETTER

Friday, October 13, 2017

The Fundamentals of the Federal Gift and Estate Tax Exclusion Portability Between Spouses “Portability” is a concept under the transfer tax laws of the Internal Revenue Code. Specifically, portability allows a surviving... Continue Reading

JANUARY 2014 NEWSLETTER

Friday, October 13, 2017

FINANCIAL ISSUES IN DIVORCE: The Valuation of Unvested Stock Options in an Equitable Distribution Dissolution Divorce between parties can often be complicated with numerous complex financial issues that need to be resolved.... Continue Reading

DECEMBER 2013 NEWSLETTER

Friday, October 13, 2017

THE FAMILY LIMITED LIABILITY COMPANY AS AN ADVANCED ESTATE PLANNING TOOL If you are considering your options to transfer your wealth to your children or to keep your family business within the family, you should consider... Continue Reading

NOVEMBER 2013 NEWSLETTER

Friday, October 13, 2017

WHY A LIVING WILL IS A MANDATORY ESTATE PLANNING DOCUMENT You may be healthy enough today to make your own medical decisions, but what happens if a car accident leaves in a coma or you suffer a stroke that leaves you in a... Continue Reading