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Category Archives: Estate Planning

Category Archives: Estate Planning

Significant Changes to Gift and GST Tax

The newly enacted Tax Cuts & Jobs Act makes significant changes to the Gift and GST taxes.  One such change is that the §2503 gift tax exclusion amount will increase to $15,000 after five long years of being at $14,000. Additionally, the Tax Cuts & Jobs Act increases each taxpayer’s lifetime exemption from $5,490,000 in […]

Dividing Insurance Policies, Retirement Accounts When You Have a Blended Family

According to the Pew Research Center, about 40 percent of all marriages in the United States in 2013 included at least one spouse who had been married before. And in many cases, one or both spouses entering into a marriage have children from previous relationships, resulting in an increasingly common situation known as a “blended […]

Lender Beware

Much has been written about Pennsylvania’s Act 95, the new Powers of Attorney (POA) Law. The Estate Planning and Administration Bar has studied and commented at length regarding its revised Notice, Witness and other provisions.  However, the new POA Statute also has a somewhat inexplicable provision, directly affecting commercial lenders. Most commercial loan notes in […]

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