It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do. You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]
Read more →Archive for the estate planning Category
What Information Should You Provide To Your Estate Attorney? You can obtain a copy of our very effective Estate Planning Questionnaire & Diagnostic Form by calling 610-933-8069. Mention this article and we will send it out to you at no charge! Before meeting with an attorney to […]
Read more →2017 PA Inheritance Tax rates are unchanged. Pennsylvania imposes an inheritance tax on a decedent’s taxable estate. The tax applies to every dollar of the estate in excess of expenses and debts. There is no exemption nor is there an exclusion under which no tax will apply. […]
Read more →
