Whether you are getting married or divorced, it is helpful to understand what will happen to the assets and liabilities that you have or had at the time of marriage. 
Continue Reading Top 5 Facts about your Premarital Assets and Liabilities Under Pennsylvania LawEquitable Distribution
HOLD ‘EM OR FOLD ‘EM? Volatile Assets During Divorce
The assets we write about are nice ones to own. Philadelphia is home to a significant research and technology investment community. Pittsburgh also hosts these kinds of businesses. They can…
Continue Reading HOLD ‘EM OR FOLD ‘EM? Volatile Assets During DivorceQuagmire Investing: The Risks of Seeking Instant Wealth
Your spouse just came home from the club. The ostensible mission was golf and perhaps another round or two at the proverbial 19th hole. But, tonight there’s not just…
Continue Reading Quagmire Investing: The Risks of Seeking Instant WealthMoving “Family” Money: An Irksome Question
As my colleague Eric Solotoff of the New Jersey Family Law Blog https://njfamilylaw.foxrothschild.com/ noted in a recent post the 2024 Divorce Season officially launched on January 2 as many unhappy…
Continue Reading Moving “Family” Money: An Irksome QuestionWatch an Equitable Distribution Unfold from the Front Row
Much of the material we publish comes from Pennsylvania’s Superior Court. In most instances that court is reviewing trial court decisions based on whether the lower court committed an “abuse…
Continue Reading Watch an Equitable Distribution Unfold from the Front RowDon’t Forget About Your Missing $1.65 Trillion in Retirement. The Government May Help.
Just a few months ago we wrote about folks who have forgotten about retirement assets. Our article was based on experience. But now we have seen the data and it…
Continue Reading Don’t Forget About Your Missing $1.65 Trillion in Retirement. The Government May Help.The 529 Plan Hangover; Disposing of Unused Funds.
Modern day divorce brings us assets in many forms and many of them are “pregnant” with tax consequence when they are divided.
In almost all cases, couples who can’t agree…
Continue Reading The 529 Plan Hangover; Disposing of Unused Funds.Divorce & The Business of Roth Conversion
We are reading a lot about if, when, and how people who have conventional IRA accounts should be evaluating whether to convert them to Roth accounts. For those who don’t…
Continue Reading Divorce & The Business of Roth ConversionFederal Gift Tax Returns: Are You Signing Away the Store?
It’s almost too simple. Every year at Christmas or Hannukah or Kwanzaa the family gathers around the tree or the seven or nine candles and celebrates the season of…
Continue Reading Federal Gift Tax Returns: Are You Signing Away the Store?The Data Show that the Real Estate Market has “Tipped”
The front page of yesterday’s Wall Street Journal (10/17) confirms what we have been “feeling” throughout 2023. The home buying frenzy that overheated markets in 1987 and 2007 has reached…
Continue Reading The Data Show that the Real Estate Market has “Tipped”