Estate and Elder Law

Recent Posts

McNees Insights on Estate Planning: Who Gets Your IRA? – 6 Common Mistakes
Posted on 10 Apr 2014 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. | Do you want your heirs to have to chase after your 401K or IRA money? Many of us have a significant portion of our assets held in retirement plans, such as 401Ks and IRAs, and your Will does not control who gets your 401K or... Read More

McNees Insights on Estate Planning: Transferring the Family Business - Timing is Everything
Posted on 30 Sep 2015 by McNees Wallace & Nurick LLC

By Vance E. Antonacci | One of the most important factors to consider in any business succession plan is the timing of the transition of ownership. Whether a sale or a gift (or combination of the two), no transition should occur before the next generation... Read More

McNees Insights On Estate Planning
Posted on 10 Dec 2015 by McNees Wallace & Nurick LLC

YEAR-END TAX PLANNING 2015 By David M. Watts, Jr. As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the challenge include... Read More

McNees Insights: Estate Planning for Digital Assets
Posted on 10 Apr 2014 by McNees Wallace & Nurick LLC

By Andrew S. Rusniak It is often said that the law lags behind technology. One area where this sentiment is particularly applicable is estate planning for digital assets. In a world where our lives are becoming ever more digital, many estate planning... Read More