IRS Releases Guidance on Federal Estate Tax Exemption Portability (Notice 2011-82, September 29, 2011)
As many of you know, the present Federal Estate Tax Law allows for a surviving spouse to carry forward the Federal Estate Tax Exemption available to his or her deceased spouse at his or her death. To garner the benefits of this “Portability” provision, the Internal Revenue Service (also referred to as “IRS”) does not …
Estate Planning and Elder Law Events – Pick a Topic and Get Your Invitation
Want to attend one or more of our client appreciation events?
New Video Keeps Pennsylvania Executors Out Of Court and Out of Trouble
If you have been appointed as an executor of an estate you need the resources to stay out of trouble, to avoid liability, and to answer the many questions...
If You’re Going To Make A Statement In Your Will – Don’t Mumble And Get The Right Lawyer
Want Your Estate Plan To Really Work ? Most Plans Don’t. If You Have A Clear Desire To Leave A Legacy and To Protect Your Heirs You Need Your Estate Plan or Will To Be Clear, Loud, and Effective. If You Want Yours To Actually Work, Then Here Are The Must Know Strategies and …
Will the Federal Estate Tax Law Be Modified In 2012? Obama Gives Us A Snippet of Insight.
In the past month the estate tax has been back in the limelight. As most of you know, in December of 2010 President Obama signed the Tax Relief Act of 2010. Prior to the ratification of the present law, the federal estate tax was repealed for the 2010 tax year. For 2011 and …
Is It A “Probate Asset” Or Not?
The Answer May Not Always Be What You Expect Simply “Probate” means at death an estate (the deceased person’s property) is administered and supervised by the court, often called probate court. The court will make sure the Last Will is administered correctly and if there is no will state law is followed by a court …
A Guardianship of an Elderly or Disabled Person Can Be Contested.
Learn What To Do To Successfully Obtain Guardianship.
Estate Planning and Wills – It Has To Be Easy
Your questions about estate planning and how and why to do it are answered
Have You Chosen a Guardian for Your Minor Children?
Guardianship allows a person to manage the affairs and assert the rights of another person who is unable to do these things.