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Estate Planning for Same Sex Partners: PA Inheritance Tax

It is very important that same sex couples review the estate planning and estate/inheritance tax issues they are confronting.  In Pennsylvania alone there will be a hefty tax consideration.  The Pennsylvania Inheritance Tax rate on transfers to a surviving same sex partner at the death of the first partner will be 15%.  For transfers of jointly …

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How Much Does Long Term Care Insurance Cost?

So many clients are interested in purchasing long term care insurance (LTCI), but are scared to pursue the coverage because of the perceived prohibitive cost. There are so many different types of policies and levels of coverage that there may be a policy to fit your budget. That being said, you should become an educated …

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Updating Your Will and Estate Plan Upon Divorce

Your estate planning documents such as wills, trusts and powers of attorney require periodic review and updating.  Changes in your life circumstances such as a divorce necessitate modification of your estate planning documents.  Regardless of whether or not you created a will or other planning documents during your marrieage, you should have these documents prepared after a …

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Elder Law: Medicaid Asset Protection Trust Series

Elder Law: Medicaid Asset Protection Trust Series.  Many of our clients want to guard against losing large portions of or even their entire estate to the costs of long term nursing care.  They recognize that the ever rising cost of nursing care coupled with increased life expectancies could result in significant expenditure of estate assets.  Clients …

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Limited Step-Up In Capital Gains Tax Basis In 2010

Although there there will likely be no federal estate tax in 2010, the beneficial “step-up” in capital gains tax basis on property owned by a decedent at death, is now limited to $1.3 million. The limited “step-up” may be allocated among the decedent’s assets by the Executor or Administrator unless otherwise directed in a decedent’s …

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Key Medicaid Figures For PA In 2010

It is important to keep up with the annual change Pennsylvania (PA) Medicaid Numbers. These key Medicaid figures help us to properly prepare Medicaid applications and to provide proper Elder Law advice to clients. Click this link to review the updated Medicaid numbers. They include, Community Spouse Resource Allowance (CSRA), Monthly Maintenance Needs Allowance, …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069
Paoli, PA
43 Leopard Road, Building II
Suite 103
Paoli, PA 19301
(610) 240-0750