7 Simple Ways to Minimize the Pennsylvania Inheritance Tax
This is an update to the 2018 post on wrote on the Pennsylvania inheritance tax. However, before I discuss ways to minimize […]
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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 are part of a blended family can be very tricky. […]
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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 Needs Trust and a Third Party Supplemental Needs Trust. As […]
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Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts
“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts designed to provide benefits to a person in a way […]
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The Best Place To Die (From An Estate And Inheritance Tax Perspective)
Best place to die Several years ago, I wrote a few articles comparing the tax consequences of dying in New Jersey, New […]
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Why Titling Of Assets Is So Important In Second Marriages
I was talking to another estate planning recently and discussing how much of our work involves assisting clients who have blended families. Blended families […]
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Income Taxation of Trusts – Determining Which State Can Tax the Trust
Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter. Each state has its […]
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New Jersey Enacts Uniform Trust Code into Law
While this may not sound like big news, it is actually very exciting that New Jersey has finally enacted the Uniform Trust […]
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Change in Pennsylvania Power of Attorney Law
Happy New Year! Effective January 1, 2015, under Act 95, Pennsylvania modified Chapter 56 of Title 20 of the Pennsylvania Consolidated Statutes, […]
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