Trusts & Estates

Exploring Current Popular Topics in Estate Litigation in Pennsylvania

By Bianca A. Roberto on July 21st, 2023

Posted in Litigation, Trusts & Estates

Estate litigation in Pennsylvania encompasses a range of legal issues arising from the distribution and administration of an individual’s assets upon their death. As the legal landscape evolves, certain topics emerge as popular areas of dispute within estate litigation. In this blog post, we will explore some of the current… Continue reading

How Do I Get a Guardianship

By Paul W. Norris on July 19th, 2022

Posted in Trusts & Estates

The purpose of this article is to discuss the general process for being appointed the guardian of a loved one or other family member. The process can be simple or complicated depending upon a multitude of factors. This article will discuss the general process; whereas future articles will explore issues… Continue reading

The Annual Exclusion for Gift Taxes has Increased to $16,000 – What Issues Should I Consider?

By Robert F. Morris & Rosemary D. Durkin on March 2nd, 2022

Posted in Trusts & Estates

In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts. The manner in which gifts are made can have a major impact on… Continue reading

Don’t Forget New Jersey Taxation of IRAs, 401(k)s and 403(b)s

By Robert F. Morris & Steven L. Friedman on June 4th, 2020

Posted in Trusts & Estates

The federal tax treatment of IRAs, ROTH IRAs, 401(k)s, and 403(b)s has been the subject of countless books, articles, seminars, and commentary. But, there is precious little regarding the New Jersey state income taxation of these accounts, which is often vastly different. Understanding New Jersey taxation rules is important, not… Continue reading

2020 Required Minimum Distributions from Retirement Accounts Have Been Waived

By Robert F. Morris on April 29th, 2020

Posted in Trusts & Estates

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) contains significant changes to the 2020 required minimum distribution rules applicable to IRAs, 401(k)s, 403(b)s, and other similar Qualified Retirement Plans (collectively “QRPs”). The CARES Act waives required minimum distributions from IRAs and QRPs for calendar year 2020. This change… Continue reading

Multiple locations to better serve your needs—

Hamilton, NJ

100 American Metro Boulevard
Hamilton, NJ 08619
Phone: 609.896.9060
Secondary phone: 800.535.3425
Fax: 609.896.0629
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Marlton, NJ

40 Lake Center, 401 NJ-73, Suite 130
Marlton, NJ 08053
Phone: 856.874.4443
Secondary phone: 888.241.7424
Fax: 856.874.0133
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Yardley, PA

777 Township Line Road, Suite 120
Yardley, PA 19067
Phone: 267.907.9600
Fax: 267.907.9659
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New York, NY

5 Pennsylvania Plaza 23rd Floor
New York, NY 10001
Phone: 800.535.3425
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Philadelphia, PA

The Bellevue 200 S Broad St #600
Philadelphia, PA 19102
Phone: 267.907.9600
Secondary phone: 800.535.3425
Fax: 215.564.6245
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Bridgeton, NJ

78 W Broad St
Bridgeton, NJ 08302
Phone: 856.874.4443
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