Category Archives: Financial


Using Trusts for Out-of-State Properties: What You Need to Know

Secure your out-of-state vacation home with a trust. Learn how trusts simplify estate planning and protect properties in FL, MD, NJ, and DE.

Medicaid Lookback Periods and Pennsylvania Inheritance Tax: Transferring Your House to Your Children

Learn about Medicaid lookback periods and Pennsylvania inheritance tax when transferring your home to children. Daley Zucker, LLC offers expert guidance in Harrisburg.

Splitting a 401(k) or Other Retirement Accounts in Divorce

Divorce can be a difficult and emotional process, and one of the most challenging aspects is dividing up assets, including retirement accounts. Learn more here.

THE IRS WANTS YOU!

The IRS has a longstanding program that provides “awards” to persons who advise them of persons and entities that are not properly reporting and paying their taxes.  The program is geared toward large cases (tax, penalty, etc. exceeds $2 million [...Read More]

Student Loans & College Financial Aid Planning For Parents

The purpose of this blog is to discuss the options for parents seeking financial aid for their students.   FAFSA stands for the Free Federal Student Aid Forms.  Every parent seeking financial aid for their college student is required to fill [...Read More]