Blog: Wills and Trusts

How Does The SECURE Act Affect Your Retirement?

At the end of last year, Congress passed the SECURE Act. It took effect December 31, 2019, and changed the rules governing individual retirement plans including Roth...

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SHOULD YOU PREPARE YOUR OWN WILL ON LINE?

(March 26, 2020)  In these times with most of the country being impacted by the COVID-19 virus, the thought of creating a Will online seems attractive.  The...

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2020 Estate Planning and Federal Estate and Gift Tax Update

(January 24, 2020)  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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Part 2: What is a Power of Attorney for Assets?

This blog post picks up on an issue raised in the prior “What is a Power of Attorney for...

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What is a Durable Health Care Power of Attorney/Living Will?

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

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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. This means that most people do not have documentation in place to address...

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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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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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