Estate Administration is difficult in the best of times and these are not the best of times.  If you have recently lost a loved one and you have been named as executor of the Estate or trustee of their Trust, this is an especially difficult time.  Please read “NEW ESTATES”...

One of the most important facets of any comprehensive estate plan is establishing a power of attorney. Please continue reading and reach out to our experienced Pennsylvania estate planning attorneys to learn more about the several powers of attorney and how we can help you create one. Are there different...

If you are in the market for a new house, you most likely have come across the Equal Housing Opportunity logo. The symbol is an equal sign inside of a house, usually seen on a landlord’s, real estate agent’s, or lender’s paperwork. This represents the Fair Housing Act. If you...

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...

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...

Buying a home represents a new chapter in life. Whether you’re moving out of your parents’ house or are upgrading to accommodate new additions to the family, there are few things more exciting than buying a home. Our firm practices several areas of law, though we recognize how significantly real...

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...

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...

When a loved one passes away, family members will generally handle the deceased’s estate plan. During this time, if the decedent has a will, the probate process will begin. Probate works to determine the validity of the will and ensure its orders are ready to be carried out. The probate...

Dear Client: You may have heard that the federal appropriations bill enacted into law by Congress and the President in the final weeks of 2019 includes changes to the federal tax code that may affect your qualified retirement plan (such as a 401(k)) or IRA (sometimes called “retirement assets” in...