Blog: Wills and Trusts

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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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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