May 29, 2024 | The Legal Intelligencer
SECURE 2.0 Act Impact: Some Changes in 2024In this article, we highlight some of the SECURE 2.0 changes, many of which have gone into effect for the first time this year.
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen
5 minute read
February 27, 2024 | The Legal Intelligencer
Current Issues for Estate Planners: The CTA, Rising Interest Rates and MoreThere are a number of prominent issues on the horizon for estate planners this year. In this article, we provide a brief overview of some of those issues, including the Corporate Transparency Act, rising interest rates, Pennsylvania recognition of irrevocable grantor trusts, pandemic-related probate delays and upcoming scheduled sunset of the historically large federal gift and estate tax exemption.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy
6 minute read
December 18, 2023 | The Legal Intelligencer
2023 Year-End Tax Planning Guidance and TipsAs we reach the end of the year, it is a good time to focus on addressing year-end tax planning. At this late juncture, many of our clients (and, hopefully, readers too) have already started to implement or, at least, think about year-end planning.
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen
9 minute read
August 31, 2023 | The Legal Intelligencer
Recent Developments in Estate Planning and AdministrationThe IRS has recently further extended that earliest start date until Dec. 31, 2024, under Notice 2023-54.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy
7 minute read
May 31, 2023 | The Legal Intelligencer
Planning for the Family Catastrophe: Addressing the UnexpectedThe one question that a lot of our clients are not expecting toward the end of our estate planning meeting is how they want their assets to pass in the event of a "family catastrophe." As if planning for death isn't difficult enough, there is even more to think about should this unexpected contingency become a reality.
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen
5 minute read
February 27, 2023 | The Legal Intelligencer
Estate Planning for the Migratory Client: Some Details to ConsiderIt seems that there have been more relocations than ever. Accordingly, it's important to take stock of the impact a change in legal jurisdiction has on estate plans for clients.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy
5 minute read
December 17, 2022 | The Legal Intelligencer
2022 Year-End Tax Planning Guidance: Some Key Issues to ConsiderIt's time for our annual year-end tax planning tips. Hopefully some of our readers have already started to think about (or better yet, implement) year-end planning.
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen
9 minute read
October 27, 2022 | The Legal Intelligencer
Revisiting Estate Planning With IRAs and Qualified Retirement Plan BenefitsDespite the various simplifications, this special category of assets remains more complicated to plan for than most of the other assets that we must help our clients incorporate into their estate plans.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy
6 minute read
September 01, 2022 | The Legal Intelligencer
How Life Events Can Affect Your Estate Planning GoalsFor the most part, with a flexible estate plan in place there isn't always the need to revisit it too often. What does bring clients back to reevaluate their plans are "life event" changes. These can involve events such as marriage, divorce, the birth of children or grandchildren, the death or incapacity of family members or other individuals named in the documents.
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen
7 minute read
June 24, 2022 | The Legal Intelligencer
Simple Secrets to Reaching the 10-Year MarkWe are proud and grateful to reflect on how we have managed to reach the 10-year anniversary of our boutique law firm as of May 15.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy
9 minute read
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