09
Dec
Frozen Futures: Estate Planning Considerations for IVF and Fertility Treatments
In today’s rapidly evolving world, advancements in technology have transformed how families are created. In
01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
02
Apr
What Should Be Included In Your Will?
What do an old stone bridge that crosses the Delaware River, a 1930’s vintage
08
Mar
Preparing for Aging in Place
By Michael W. Hoffman, Esquire, CPA As I celebrate another birthday month and begin coasting
04
Aug
Why Is An Advance Directive So Important?
By Alaina Davalos, ESQ. “Sign your name on pages 2, 3, 4, 8, 9,
20
May
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
DIY – Good for Your Backyard, Not Your Estate Planning
By Hunter Moreland, Esq. As a result of the Covid-19 pandemic, more and more people
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
