The Red Flags that Signals Your Estate Plan is Out of Date Many individuals draft their Last Will in their 30’s or 40’s and think they are set for life. At this age, their children are all minors, their only assets are a... Continue Reading
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
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
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
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