Articles & Blog

Current Legislation, Case Law and Estate Planning

We expect Congress to pass new estate tax laws if not by year end by September of 2010.  Such changes as  increasing the estate and possibly gift exemption from the current law which provides for an amount of only $1 million in 2011 and later years ; and the ability to transfer credits between spouses upon death . Also there are changes in the Pennsylvania case law which have an effect on estate planning . 

For more in-depth review download pdf here:

Estate Planning update 12-1-09

Extending Payment of Estate Taxes for Closely Held Businesses

This article helps clients understand how to spread out estate tax payments if a small business does not have liquidity for immediate satisfaction of the tax…

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Extending Payment of Estate Tax Closely Held Bus

The Need for a Last Will

Everyone should have a Last Will and Testament.  Read the attached to find out why…

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Need for Last Will Checklist Review