Blog: Estates

WOULD A FEDERAL ESTATE TAX EXIST UNDER PRESIDENT-ELECT TRUMP?

The election of Donald J. Trump to the Presidency surprised voters and pundits alike and continues to reverberate in the public square. When considering what comes next in Washington, President-Elect...

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Proposed Treasury Regulations Seek to Limit Valuation Discounts

After years of speculation, the Treasury Department has issued proposed regulations aimed at restricting valuation discounts commonly used in estate and family business planning.

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HILLARY CLINTON RELEASES ESTATE TAX PROPOSAL

On September 22, 2016, Hillary Clinton released her tax proposal that she plans to enact if elected in November.  The newly-updated plan would mean big changes for the Federal Estate Tax....

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New Montgomery County Local Orphans’ Court Rules

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Are You a Responsible Adult?

Growing up means making responsible decisions -- like planning for retirement, budgeting your time and money, and protecting your future.  Unfortunately, far too many adults are not thin

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Affordable Care Act’s Impact on Trusts and Estates

The...

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The Pope Is Coming!

The Pope Is Coming! This almost sounds like something a modern-day Chicken Little would say rather than "The Sky is Falling!"

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Password Required: What If Something Happens To Me In A Paperless World?

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IRS Estate Tax Exemption for 2015

The Internal Revenue Service recently announced that the estate tax exemption, sometimes referred to as the federal estate tax credit,...

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SAME-SEX COUPLES – ARE YOU DUE A REFUND FOR PENNSYLVANIA INHERITANCE TAX OR PENNSYLVANIA REALTY TRANSFER TAX?

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