What Type Of Trust Is Right For You?
Have you heard other people talk about trusts or have you thought about incorporating a trust into your estate plan or asset protection planning but are not sure where to start. We have written this trust guide, How To Find the Right Trust For You, which explains many of the most …
Should You Delay Your Estate Planning Until The Law Changes Again?
Delaying Estate Planing For Law Changes? Does That Make Sense? DO You Delay Other Acts of Love and Responsibility? Well, you’d expect lawyers who make a living advising affluent clients on issues of estate planning to be biased. They’ll tell you to do it now. Why wait? Well, as it turns …
Marcellus Shale – Neutral and Reliable Sources of Information
Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will …
Pennsylvania Resident? Property Taxes Too High? Need A Property Tax Appeal?
Property Tax Appeals Can Lower Taxes of Over Valued Homes and Commercial Real Estate. In this environment, many of our clients in Delaware, Chester, and Montgomery Counties believe that their homes are now overvalued for real estate tax purposes. If you feel that you’re being taxed on a value that’s simply …
What is a Special Needs Trust?
A special needs trust is a way to provide your disabled loved one without the assets affecting their government eligibility into programs like Medicaid and Social Security Disability. Find out if a Special Needs Trust is right for you. Read the entire Report on Pennsylvania Special Needs Trusts/ Supplemental Needs Trust here.
Lawyer Trust Language Decoded
Many professions have their own technical language. For an example, think about the last time you or a family member was hospitalized. Did anyone use expressions, drug names, or therapies that simply had no meaning to you? Were you ever confused? Do you remember the words the doctor or nurses used that left your brow …
Landlords’ Reporting Requirements Relaxed
Many people use rental real estate as part of a diversified investment portfolio for growing family wealth. We explore the issues relating to
Can I Create My Own Special Needs Trust or Supplemental Needs Trust So I am Not Disqualified?
Yes. If you are disabled and receive benefits and a personal injury award and or inheritance and you do not want to be disqualified from government benefits a “self-settled” trust can help. A “self –settled” trust is frequently created by individuals who have become disabled as a result of an accident or medical malpractice and later receive a personal …
The Deadline For Gift Tax Returns? April 15th or October 15th?
You Must File The Gift Tax Return or Extension for Gifts In 2010 By April 15th 2011 If you made a gift to a child or grandchild in 2010 you must file the return or an extension by April 15th. Once the extension is filed, you have until October to …
Income Taxes, Agents, and Preparers Oh My!
Are you thinking about having your return done for you? A Brief Income Tax Checklist for those hiring or changing their tax preparer For many clients, the thought of doing your own income tax return is tantamount to doing your own tooth extraction. You probably could, but who wants to. And, the likelihood of making …