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Wills Trusts And Estates Law

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Firm News, Wills, Trusts, and Estates Law

The 2024 Best Lawyers list was released and they made it again

Five of our lawyers have been included in the 2024 edition of The Best Lawyers in America.

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Firm News, Wills, Trusts, and Estates Law

Main Line Today’s 2023 Top Lawyers: we’re on the list!

We are excited to announce that three of our attorneys were chosen to appear in the Main Line Today’s 2023 Top Lawyers list.

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Firm News, Wills, Trusts, and Estates Law

Best Lawyers, Ones to Watch List 2024

Two of our Associates were included in The Best Lawyers, Ones to Watch List.

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Wills, Trusts, and Estates Law

Important Estate Planning Documents for Students Heading Off to College

Students over 18 can present problems for parents, including blocked or restricted access to financial and medical information without proper documents.

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Wills, Trusts, and Estates Law

Estate and Tax Planning Update: November 24, 2020

This new administration comes into office amid speculation about potentially significant changes to the favorable federal estate tax exemption.

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Wills, Trusts, and Estates Law

Cryptocurrency and Taxes: What Your Need to Know

IRS Notice 2014-21 holds that for federal tax purposes, cryptocurrencies are treated as personal property, like a painting or a car.

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Wills, Trusts, and Estates Law

Does an Estate Have to Return a Stimulus Check?

Estates have received a stimulus check. The administration, however, has indicated it wants its money back for deceased taxpayers.

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Wills, Trusts, and Estates Law

How Does The SECURE Act Affect Your Retirement?

Review these key provisions of the SECURE Act and learn how they might affect your current retirement planning.

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Wills, Trusts, and Estates Law

The Potential Pitfalls of Using an Online Will Maker

Here you can review the advantages and disadvantages of using an online will maker for planning a will for yourself or a loved one.

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Wills, Trusts, and Estates Law

2020 Estate Planning and Federal Estate and Gift Tax Update

We periodically send out updates on estate planning, and as we learn about tax decisions and the tax ramifications going forward. As…

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Wills, Trusts, and Estates Law

What is a Power of Attorney for Assets?

It is estimated that only 25-30% of U.S. households have estate planning documents in place.

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Wills, Trusts, and Estates Law

Digital Assets Are Part of Your Estate

Are Digital Assets and Cryptocurrencies Part of Your Estate? With the rise of blockchain technology and cryptocurrencies, it is important that investors…

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Wills, Trusts, and Estates Law

Living Will/Healthcare Directive: Are You a Responsible Adult?

Growing up means making responsible decisions — like planning for retirement, budgeting your time and money, and protecting your future.

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Wills, Trusts, and Estates Law

Affordable Care Act: Impact on Trusts and Estates

The impact of the Affordable Care Act, known colloquially as Obamacare, is still being sorted about across many segments of the American economy.

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Wills, Trusts, and Estates Law

Power of Attorney in Pennsylvania: Changes to the Law

You may have heard that the law governing Power of Attorney in Pennsylvania has changed. Act 95 was enacted on July 2, 2014. Learn More.

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Wills, Trusts, and Estates Law

The Irrevocable Life Insurance Trust (ILIT): Avoiding Taxes on Life Insurance Proceeds

Did you realize that all of the policy proceeds will be included in your estate for federal estate tax purposes at your time of death?

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Wills, Trusts, and Estates Law

Special Needs Children and the Beneficiary Designation Trap

We focus in on one of the many potential issues facing parents of special needs children that can be solved by use of a special needs trust.

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Wills, Trusts, and Estates Law

How to Choose an Executor for Your Estate

Choosing the right executor can mean the difference between a harmonious, efficient process and a protracted, hostile one.

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Wills, Trusts, and Estates Law

Special Needs Trusts: Planning for a Disabled Child

Special needs trusts, also called supplemental needs trusts, are legal devices used to supplement government benefits.

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