OUR

BLOG

Want clarity for your legacy? Let’s talk. Schedule a Call
Should You Use a Revocable Living Trust?Estate PlanningLiving Trust

Should You Use a Revocable Living Trust?

Should You Use A Revocable Living Trust? Maybe, it depends. They aren't necessary for everyone…
What Estate Planning Documents Do I Need?Estate PlanningEstate Planning Documents

What Estate Planning Documents Do I Need?

What Estate Planning Documents Do I Need? What Estate Planning Documents Do I Need? We…
Why do you Have to Worry about Gift Tax?Gift TaxTax

Why do you Have to Worry about Gift Tax?

Why do you Have to Worry about Gift Tax?   Well, you probably won't have…
What is the Inheritance Tax in New Jersey?inheritance taxTax

What is the Inheritance Tax in New Jersey?

What is the Inheritance Tax in New Jersey?   Well, just like Pennsylvania, it depends…
What is the Annual Gift Tax Exclusion Amount?Gift TaxTaxTaxes

What is the Annual Gift Tax Exclusion Amount?

What is the Annual Gift Tax Exclusion Amount?   What is the annual gift tax…
Should you File a Gift Tax Return?Gift TaxTaxes

Should you File a Gift Tax Return?

Should you File a Gift Tax Return?     Maybe. It depends, did you make…
If you have Charitable Intent in your Estate Plan, don’t overlook your IRA!Estate PlanningWills

If you have Charitable Intent in your Estate Plan, don’t overlook your IRA!

If you have Charitable Intent in your Estate Plan, don't overlook your IRA!    …
How High is the Federal Estate Tax Rate?Federal Estate TaxTaxesUncategorized

How High is the Federal Estate Tax Rate?

How High is the Federal Estate Tax Rate?     Bad news - it's 40…
Do you need an Advance Directive?Advance DirectiveHealth Care Power of AttorneyLiving WillPowers of Attorney

Do you need an Advance Directive?

Do you need an Advance Directive?     I think the answer to that question…
Do you need a Will?Estate PlanningWills

Do you need a Will?

Do you need a Will?     The answer to that question is yes. If…
Do you need a Durable Power of Attorney?Estate PlanningPowers of AttorneyWills

Do you need a Durable Power of Attorney?

Do you need a Durable Power of Attorney?   I think most people probably do.…
What is the inheritance tax in Pennsylvania?Estate Planninginheritance taxTaxes

What is the inheritance tax in Pennsylvania?

What is the inheritance tax in Pennsylvania?   Well, that depends. It actually depends on…