Tag: Pennsylvania

April 9, 2021January 7, 2022Tax Planning

7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

This is an update to the 2018 post on wrote on the […]

May 1, 2019February 19, 2021Estate Planning, New Jersey, Non-Traditional Couples, Pennsylvania, Trust Planning

Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families

Creating an estate plan for clients who are in non-traditional relationships or […]

March 21, 2018February 22, 2021Estate Administration, First Party Special Needs Trust, Self Settled Special Needs Trust, Special Needs Planning, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust, Trust Planning

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

Recently, I wrote a post explaining the differences between a First Party Special […]

March 5, 2018February 22, 2021Estate Planning, First Party Special Needs Trust, Florida, New Jersey, Pennsylvania, Self Settled Special Needs Trust, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust

Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts

“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts […]

May 8, 2017February 25, 2021Estate Planning, Estate Tax, Farm, Florida, Inheritance Tax (相続税）, New Jersey, New York, Pennsylvania, Tax Planning

The Best Place To Die (From An Estate And Inheritance Tax Perspective)

Best place to die Several years ago, I wrote a few articles […]

January 23, 2017February 26, 2021Estate Litigation, Estate Planning, Estate Tax, Titling of Assets, Trusts, Will

Why Titling Of Assets Is So Important In Second Marriages

I was talking to another estate planning recently and discussing how much of our […]

August 29, 2016March 1, 2021Income Tax, New Jersey, Pennsylvania, Trusts

Income Taxation of Trusts – Determining Which State Can Tax the Trust

Determining the situs of a trust (i.e. the residence of a trust) […]

April 4, 2016March 2, 2021Animal Trust, Florida, New Jersey, Pennsylvania, Trustee, Trusts

New Jersey Enacts Uniform Trust Code into Law

While this may not sound like big news, it is actually very […]

January 5, 2015March 4, 2021Estate Planning, Pennsylvania, Power of Attorney

Change in Pennsylvania Power of Attorney Law

Happy New Year! Effective January 1, 2015, under Act 95, Pennsylvania modified […]