The average business owner spends 10 hours per day, six days per week to get their business to the point where it can provide a measure of security for their family. When the business is owned by partners, all those hours of work can go to waste if they fail to establish a plan in […]
THE SAFE DEPOSIT BOX
After meeting with clients to do estate planning work, the project often concludes with the client signing his or her Will. At that time, the client inevitably asks where they should keep the Will. Quite often they are concerned about storing it in a safe deposit box at the bank for fear that their next-of-kin […]
THE PENNSYLVANIA INHERITANCE TAX MARITAL EXEMPTION
In these tight budget times, the mention of taxes usually means a tax increase. Recently, however, when the Pennsylvania legislature talked of taxes, they made a significant change to the inheritance tax law that amounts to a huge tax-cut. To understand the significance of this most recent change, it’s helpful to review the history of […]
I have worked hard to build my estate.
How can I pass my estate to my children with the least amount of inheritance tax and fees? Get Answers & Avoid Mistakes
A parent has passed away.
What do I do now? Get Answers & Avoid Mistakes