Tag Archives: Phoenixville estate lawyer

When Do My Children Need To Do a Will? The Answer Might Shock You

If you have children between the ages of 18 and thirty, chances are that they don’t have a will. And, there are many reasons why that might be a bad idea. For example, many of our adult children have children of their own but have not done a will to name a guardian, executor and trustee to care for those children, or their finances

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Qualified Domestic Trust (QDOT) Estate Planning Option for Non-Citizen Spouse

The Qualified Domestic Trust (QDOT) is an imortant estate planning option for married couples composed of at least one non U.S. citizen. The United States federal estate tax laws are very different as they relate to a surviving spouse who is not a U.S. citizen compared to a citizen spouse. In particular the surving non-citizen […]

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Great Overview of The Estate Tax Situation and Recommendations by CBS and The WSJ

Are you wondering: Should I update my estate plan, will or trust? Do I need a new power of attorney? I have over 3.5 million dollars how does the affect me? I have under 1.0 million dollars. What now? To Roth or not to Roth? What is happening to the estate tax? What if I […]

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Our Estate Tax Issues May Not Matter According To Russia

By David Frees Law Office: Phoenixville, Malvern and West Chester You think retroactive taxation for estate tax purposes is a problem? Well, according to Russia, we have bigger problems…. click here to read more about estate planning and the pending fall of the United States governmentt. If you need more information about planning your estate […]

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