Pennsylvania Trusts and Estates Blog

Recent Posts from Pennsylvania Trusts and Estates Blog

• What's So Great About Florida?

  The income tax, property tax, estate tax and asset protection planning advantages of Florida domicile make Florida the ideal place to live, whether you are still working or are retired. Florida obviously wants to be…

• Don't Try Writing Your Will at Home

  Writing your will is not a do-it-yourself project. Words are important. The words that are not in your will can be as important as those that are. That is one of the reasons you should…

• Mediation in Trusts and Estates Disputes

  In addition to acting as an expert witness and providing etate planning and administration services, I am also a mediator. I offer mediation services at my regular hourly rate (payable equally by the parties), as…

• Probate for Timeshares

  Did you "stop renting a room" and "buy the hotel"? Many folks have purchased timeshares - which are a form of ownership or a right to the use of property - often of resort properties.…

• Relief from Required Minimum Distribution Rules for 2009

  The Worker, Retiree, and Employer Recovery Act of 2008 (the "Act") became law on December 23, 2008. The Act waives 2009 Required Minimum Distributions (RMDs) from Individual Retirement Arrangements (IRAs), 401(k), Profit-Sharing, Money Purchase Pension,…

• Estate Planning for Your Home Away From Home

  Let's take a boat to Bermuda Let's take a plane to Saint Paul. Let's take a kayak to Quincy or Nyack, Let's get away from it all. - lyrics by Tom Adair and Matt Dennis…

• Can Congress Pass a Retroactive Estate Tax Act Later in 2010?

  The answer seems to be, "of course." Many of us think that Congress will do something to patch-up the estate tax before January 1, 2010 arrives and its time to "throw Momma from the train."…

• Ethical Wills - You Don't Have to Be Wealthy to Leave a Legacy

  What, in the end, do we leave behind? Money? A house? Investments? All these are but fleeting and will come to nought. The only thing that lasts is the wisdom of a life - values,…

• 10 Foolish Estate Planning Myths

  Read this article listing common misconceptions about estate planning. Hat tip to Greg Herman-Giddens at North Carolina Estate Planning Blog and author credit to Freya Shoffner.

• Ready, Set, Go - for your 2010 Roth IRA Conversion

  When the Roth IRA conversion law was enacted in 1997, taxpayers with adjusted gross incomes over $100,000 could not convert. No more. On January 1, 2010, every IRA owner will qualify for a Roth IRA…