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.Updates, Events & Useful Tips Surrounding Family Law Issues
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.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 ConversionIt’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 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”Updated 2/02/2023
70% of U.S. households own a pet. Thirty-five years ago it was 56%. Today only 40% of households have minor kids and that number is slowly shrinking. So…
Continue Reading PET PEEVED: Dividing “Les Animaux” in DivorceThe demographics of family life have changed a lot in recent decades. Young people are marrying less and later in life when they do. The number of young people interested…
Continue Reading Can Divorce & Retirement Be Compatible?First, foremost, the case decided on October 12, 2022 is non-precedential, leaving the bench and bar to debate whether it matters.* But, the decision in Nally v. Nally, 163…
Continue Reading EQUITY OVERCOMES THE LAW IN A LAND TITLE CASEContrary to the prevailing belief in 1980 when Pennsylvania became a no-fault state, liberalization of the divorce laws did not prompt an avalanche of divorce. After many years focusing my…
Continue Reading UNHAPPY AT HOME? Think About What You OwnThose of us from large firms sometimes read opinions where solo practitioners take a shot at an issue and force us to take notice. The facts in this Bucks County…
Continue Reading PA. Supreme Court Affirms that “Contractual Expectancies” Are Gifts & Non Marital PropertyAs part of National Public Radio’s morning edition report for April 29, 2019, business correspondent Yuki Noguchi reported on a phenomenon we have witnessed, financial infidelity. Ours is an age…
Continue Reading FINANCIAL INFIDELITY: Don’t Let Your Spouse Make You A Victim.