Tips for Choosing the Best Executor for Your Estate One of the most important decisions you will make when drafting your estate plan is the selection of the executor of your Will. Depending on the size and complexity of your... Continue Reading
ESTATE PLANNING FOR MILLENNIALS Estate planning is generally thought of as something one does midway through life after wealth has been accumulated and as retirement is approaching. However, estate planning is much more than... Continue Reading
ABLE ACCOUNTS ARE NOW AVAILABLE IN PENNSYLVANIA FOR DISABLED INDIVIDUALS As of April 3, 2017, individuals with qualifying disabilities in Pennsylvania will be able to open tax advantaged savings accounts known as ABLE accounts... Continue Reading
Important Updates to Pennsylvania’s Unclaimed Property Laws And Your Retirement Plan Accounts A new law recently went into effect in Pennsylvania that will change when property is considered to be “abandoned” and... Continue Reading
THE SPOUSAL LIFETIME ACCESS TRUST (“SLAT”) AS AN ADVANCED ESTATE PLANNING TECHNIQUE A Spousal Lifetime Access Trust (“SLAT”) is a form of “bypass trust” created during life rather than at death. What this means is... Continue Reading