Blog: Wills and Trusts

SPECIAL NEEDS TRUST FAIRNESS ACT MAY FACILITATE SELF-FUNDED TRUSTS

When the rules for special needs trusts were established in 1993, only a parent, grandparent, legal guardian, or a court could establish special needs trusts for disabled individuals. On December 7,...

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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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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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When Mom and Dad Need Help With Their Finances…

As our parents age and start to slow down, adult children are faced with the difficult task of talking to them about helping out and potentially managing their finances.  This conversation can be...

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Affordable Care Act’s Impact on Trusts and Estates

The...

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IS A BARGAIN ALWAYS THE BEST DEAL?

Who doesn’t love a bargain?  Whether it’s negotiating a deal on a car or a discount on a pair of shoes - a discounted price always seems better than full price - but is it?

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DO YOU HAVE A BACKUP PLAN?

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HAVING THE TALK ABOUT INHERITANCE

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Governor Wolf Proposes a Tax on Services

In a move called by...

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