COVID-19 Filing/Payment Extensions for Estate and Trust Tax Filings.

Various tax filing and payment deadlines have been extended as a result of the Covid-19 Crisis.  The following are the deadlines that apply to our Estate and Trust Group clients. INHERITANCE TAX RETURNS INHERITANCE TAX RETURN FILING AND PAYMENT DEADLINES HAVE NOT BEEN EXTENDED. Payments can be made and Inheritance Tax Returns can be filed […]

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Why it is Important To Protect Your Digital Estate in Uncertain Times

There are few things more important in life than creating a comprehensive estate plan. Unfortunately, this statement rings even truer in uncertain times, as anything can happen in the wake of the new coronavirus. That being said, one of the most important, albeit most overlooked aspects of estate planning is creating a digital estate. Please […]

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Revising Your Estate Plan in the New Year

Generally speaking, it is always a good rule of thumb to consistently monitor your estate plan. As time goes on, various aspects of your life will change, which is why it is always important that your estate plan adapts accordingly. That is why our firm generally advises individuals to review their estate plans at the […]

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High Net Worth Estate Planning in Pennsylvania

Understandably, people generally do not like to consider the end of their life, let alone plan for it. However, it is always better to be prepared than to not be prepared for the inevitable. Fortunately, you can do so through the creation of a comprehensive estate plan. When you live a long life, it usually […]

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The Clock is Running | Why Now May be the Time to Make a Roth IRA Conversion

Roth IRAs offer significant financial and estate planning benefits. If you have a substantial balance in a traditional IRA and are considering converting it to a Roth IRA, there may be no better time than now. The Tax Cuts and Jobs Act (TCJA) reduces individual income tax rates through 2025. For those making the conversion […]

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