October 2015

Recently, Sean Rice, wealth management advisor for our Cherry Hill, NJ region forwarded to me an article concerning a landmark decision in Pennsylvania giving beneficiaries of trusts the power to replace the trust’s Corporate Trustee for any reason.  In our parlance, this is commonly referred to as a portabilityor remove and replace clause. Even though many of our readers are not from Pennsylvania, I thought the decision would be of interest to all.

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Four Estate Planning Tips

“In this world nothing can be said to be certain, except death and taxes.”

– Benjamin Franklin

A well known quote to many, and we generally plan for things that we know will come. Nevertheless, according to an EZLawTM Wills & Estate Planning survey conducted in 2011 by TNS, while the majority of Americans believe that they should have an estate plan, the majority of Americans also do not have an estate plan.

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