By Joseph A. Bellinghieri, Esq. On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) […]
By Donald P. Bristol, Paralegal and Louis N. Teti, Esquire- As many of us are aware, the prevalence of scam artists targeting and taking advantage of elderly individuals is increasing at an alarming pace. These scam artists consistently fine-tune and perfect their skills and the statistics are distressing – according to the Treasury Department’s inspector […]
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: […]
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 […]
By Kristen Matthews, Esquire, CELA Even when a trust is established with a clear purpose and the best intentions, over time a trust’s original purpose may lose its relevance. As attorneys, we often create trusts in order to protect a beneficiary from themselves and others. However, what options are available to a trust beneficiary who […]
April 4, 2019 – We are proud to announce that Donald P. Bristol, a paralegal at MacElree Harvey, Ltd., recently earned the Registered Paralegal® (RP) credential for passing the Paralegal Advanced Competency Exam (PACE), administered by the National Federation of Paralegal Associations (NFPA). Successfully passing PACE shows that Don has attained a high standard of achievement. […]
October 2018 – The Chester County Community Foundation marked its 25th Anniversary and Annual Meeting on Monday, October 22, by honoring two outstanding individuals with the Super Door Opener Award. Louis N. Teti, Esq. of West Chester and L. Peter Temple, Esq. of Kennett Square were recognized for their ongoing efforts in opening doors to legacy […]
Kristen R. Matthews, Esquire- My husband and I have three (3) children together. Suppose despite our best intentions (life is busy after all!) we just haven’t gotten around to doing our Wills yet. If I passed tomorrow, everything I own would just “automatically” pass to my husband, right? Clients are surprised to learn that in […]
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 […]
MacElree Harvey, Ltd. is pleased to announce that Louis N. Teti has been selected as Honorary Chair of the 3rd Annual Paoli Hospital Auxiliary’s Fine Art Show. Opening the weekend of October 6, the 2-day show will feature the work of Jan Wier and original art expression of 50 local and regional artists. Attendees throughout […]
