by Nick Montagenese | Feb 1, 2019 | Articles
On November 21, 2018, the PA Supreme Court issued a decision regarding breaches of employer’s security that results in disclosure of employee information. Under this newly reformed legal principal, employers can be held financially responsible for not keeping...
by Nick Montagenese | Jul 11, 2018 | Articles, Estate Planning
Estate planning has become a thriving business as the baby boomers age and head towards retirement. Among the most frequent question among the baby boomers is how to best deal with their homes. Should I downsize and sell my home to leave a larger estate for my heirs...
by Nick Montagenese | Mar 29, 2018 | Articles
Trading Spaces: Using Real Estate Swaps as a Tax Mitigation Technique I often deal with real estate investors, looking to get out from under some of their properties or begin their exit planning, working toward retirement. Inevitably during the discussion, the...
by Nick Montagenese | Mar 14, 2018 | Articles
What is an Executor An executor is the personal representative of a decedent’s estate and is responsible for protecting the assets of the deceased person until the probate process is complete and the assets are disbursed. If you are unable or unwilling to serve as an...
by Nick Montagenese | Feb 28, 2018 | Articles
Traditionally, estate planning attorneys have discussed how to handle the typical assets owned by an average individual. These usually include cash, bank accounts, real estate, and personal property. In the digital age, our digital assets and online profile have...
