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610-436-0100

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Home > Practice Area > Estates & Trusts > Estate Planning

Estate Planning Posts

Post-Mortem Estate Planning

Posted September 23, 2019

By Joseph A. Bellinghieri, Esquire- While many people may think that one plans his or her estate during life, there are numerous circumstances where estate planning continues after someone has passed away. This is why it is so important to pick the proper person to be an executor of an estate.  There are numerous elections […]

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Alzheimer’s Disease: An Epidemic that Requires Sound Planning

Posted July 12, 2019

By Kristen R. Matthews, CELA, Esquire- As an Elder Law attorney, I often meet with families and loved ones of individuals who have Alzheimer’s Disease, whether they be in the early stages or are in a later stage of the progression of the Disease. Critical decisions need to be made carefully and without delay to […]

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Stephen M. Porter accepted into the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel

Posted June 13, 2019

West Chester, PA (June 13, 2019) – MacElree Harvey is pleased to announce that Stephen M. Porter, an attorney in the firm’s Estate Planning group, has been accepted into the inaugural class of the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel (ACTEC). Stephen earned his J.D. degree from the Widener […]

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Lou Teti to Participate in Panel Discussion for the Chester County Community Foundation

Posted May 30, 2019

On Friday, June 14, Lou Teti will participate as a panelist in the Chester County Community Foundation’s “Door Openers to Major & Planned Gifts” presentation. During this session of the C4 Series, participants will learn from the region’s advisors about their involvement in planned giving philanthropy decisions. When: June 14, 2019, at 9:00 am Where: […]

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Kristen Matthews to Present CLE for the National Federation of Paralegals Association

Posted May 28, 2019

On Friday, May 31, 2019, Certified Elder Law Attorney, Kristen Matthews will be the featured speaker for the National Federation of Paralegals Association (NFPA) CLE: VA Pension Benefits 101. During the webinar program, Kirsten will discuss the rules and application for Veterans Administration Pension Benefits, practical examples, and a walkthrough of the issues that arise […]

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Digital Assets – You Can’t Take Them With You

Posted February 14, 2019

By Luciann Givonetti, Pa.C.P. and Stephen M. Porter, Esquire– Guess what…digital assets don’t go away just because you do. You are the Executor of your Uncle John’s estate where he has bequeathed various investment accounts, personal items and real estate to his estate, family members and friends. Since you are the Executor you have been […]

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Opportunity Zones

Posted January 28, 2019

By Joseph A. Bellinghieri, Esquire- Opportunity Zones were added to the United States Tax Code by the Tax Cuts and Jobs Act on December 22, 2017.  An Opportunity Zone is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.  Localities qualify as Opportunity Zones if they have been […]

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Beneficiary Designations: A Pivotal Part of Your Estate Plan

Posted September 25, 2018

By Stephen M. Porter, Esquire– An often-overlooked part of the estate planning process is the updating of beneficiary designations. Such designations control how an asset will be distributed upon the owner’s death.  Typically, these designations are made when certain types of assets are first purchased, or when accounts are opened, but they are often forgotten […]

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Power of Attorney: Why it is Important to Add it to Your College Packing Checklist

Posted July 20, 2018

By Kristen R. Matthews, Esquire, CELA – Parents are often surprised to learn that once their child turns the age of majority, 18 in Pennsylvania, they no longer have a legal right to make medical and financial decisions for their child.  Sending your child off to college without both a General Durable Power of Attorney […]

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Think the Recent Tax Law Changes Mean You Don’t Need to Tackle Estate Planning? Think Again.

Posted July 2, 2018

By Stephen M. Porter As an estate planning attorney, I have been asked frequently about the impact that the Tax Cuts and Jobs Act of 2017 (TCJA) will have on planning due to the doubling of the exemption for the estate, gift, and generation-skipping taxes.  As a result of this change, an individual can transfer […]

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