Uncategorized

It is one of the great ironies of life that by the time a person needs help, they may be too far gone to ask for it. Such is the case for one of the most vulnerable groups of people in Philadelphia, and indeed in the country. The elderly are at high risk for financial...

The internet is truly a wonderful thing, and it has had an enormous impact on the ability to share, access and challenge information. In fact, for many Philadelphia residents who seek answers on virtually any topic, the internet is the first place that they turn. It...

Not everyone in the Philadelphia area looks forward to discussions regarding personal mortality. In fact, some people try to avoid the estate planning topic at all costs. However, in the past year, there have been some very high-profile situations that appear to be...

The hit television series "Modern Family" is a favorite among viewers and critics alike. Many in Philadelphia tune in every week to watch the antics of the Dunphy family. A recent article used the family dynamics at play on the show to illustrate the various estate...

For some Philadelphia families, estate planning is not a simple matter. In cases where one child is struggling while his or her siblings are thriving, it can be difficult to know how to best pass on an inheritance. Some families consider annuities and trusts as estate...

For many Philadelphia families, the focus of estate planning efforts is on achieving a smooth transfer of wealth from one generation to the next. However, it is also important to give some consideration to the tasks that will be required of the person who is handling...

In early August, the Internal Revenue Service released proposed regulations that could have a major impact on the estate plans of many Philadelphia residents. The proposed changes would serve to limit the benefit of certain discounts that are made available through...

A recent survey by an investment corporation revealed that many parents and their adult children are not communicating well when it comes to retirement and end-of-life issues. Often after parents have done careful estate planning, they may not inform their children of...

When most Philadelphia residents consider making plans for their estates, they think about issues related to their own eventual death and how to provide for loved ones that will be left behind. However, there are other aspects of estate planning that also deserve...

Part of running for the office of President involves disclosing the details of one's personal finances. When Democratic Presidential Nominee Hillary Clinton recently turned in that documentation, the public became aware of some of the Clintons' estate planning...