A Power of Attorney, (“POA”), is a useful instrument which allows you to authorize an “agent” to make financial decisions on your behalf, during your lifetime. This document, if executed correctly, is recognized by banks and other financial... Read more
In our previous post, we asked five questions pertinent to reviewing your estate plan in the wake of the Coronavirus Pandemic. Click Read more
Where are... Read more
By: Jillian F. Zacks[1] For many, estate planning may seem like an emotional and daunting endeavor. What’s more, writing a will may seem like something only done by those more mature in life with a trove of... Read more
The Steven Beck Achieving a Better Life Experience Act was signed by President Obama and became law on December 19, 2014. ABLE accounts were added to Section 529A of the Internal Revenue Code. The ABLE Act allows states to create a new option... Read more
Back in the 1980s, if a business owner wanted to transfer her business to her children at a reduced tax cost, she might start with a C corporation and recapitalize it. She would keep a class of preferred stock that entitled her to receive most of... Read more
On March 10, 2016, Governor Tom Wolf signed Executive Order 2016-03 – Establishing “Employment First” Policy and Increasing Competitive Integrated Employment for Pennsylvanians with a Disability. Governor Wolf set the tone by stating,... Read more
