Leaving bequests at your death to charitable causes that are important to you …
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Effective January 1, 2024, the Corporate Transparency Act (CTA) imposes uniform beneficial ownership …
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Prenuptial agreements have long been recognized as providing definition to and protection of a …
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Legal
Planning for the Inevitable… and also the Unexpected: Effective Estate and Tax Planning in Changing Times
Basic principles of responsible estate and tax planning deserve your careful attention. Optimal planning …
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Legal
Yours in Service and Success: How to Accept and Fulfill Your Fiduciary Responsibility on a Nonprofit Board of Directors in Pennsylvania
A prominent community leader who serves on the nominating committee of a dynamic local …
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Legal
2021 Proposed Federal Tax Law Changes: It Ain’t Over ‘Til It’s Over. But What Should You Do Now?
On April 28th of this year, President Biden announced his proposed changes to Federal …
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Legal
Privacy, Access, and the New Pennsylvania Digital Assets Act: The Future is Now. Is Your Estate Plan up to Date?
Our use of computers, the cloud, and online technology figures prominently in our professional …
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Legal
The End of the Stretch: What to Do about the SECURE Act and Its Momentous Effects on Your Retirement Plan and Estate Plan
The SECURE (Setting Every Community Up For Retirement Enhancement) Act, passed by Congress and …
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Given the prominence of our use of computers, the cloud, and online technology in …
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Truth be told, effective estate planning for individuals is not all about the Will, …
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