Category Archives: Estate Planning
Estate planning for the single person – do I still need to go through this process if I don’t have any children to pass possessions down to? Find out from Daley Zucker here.
Here’s what you need to know about the basics of administering an estate in Pennsylvania, especially if you are the decedent’s personal representative.
Are you considering setting up a trust fund? Knowing what NOT to do is a great way to ensure you are setting up your child for future financial success.
Breach of Fiduciary Duty occurs when someone has a responsibility to act in the interest of another person and fails to do so. Learn more from DZ.
As the name suggests, an irrevocable living trust cannot be revoked by the grantor once it has been created. Learn more from Daley Zucker.
Are you looking to contest a family member’s will? It can be difficult to win a will contest because you must establish these legal grounds. Learn more here.
Estate Planning is not a common topic discussed around the dinner table or even one that people like to talk about. However, having these conversations can help protect your loved ones and provide a record of your final wishes. Both
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Knowing the difference between per stirpes vs per capita can help you make educated decisions regarding your beneficiary designations. Learn more from DZ!
This is just a summary and does not include an analysis of every provision of PA Act 13. Personal Income Tax: (Effective for tax years beginning 1/1/2020 unless noted otherwise) Qualified Opportunity Zone net gains/losses and dividends –
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Regular readers of my blog may be surprised that I am actually writing this month’s blog on a legal topic. Interestingly, throughout my legal career, I have had very little occasion to use Life Estates in estate planning. However, lately
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