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Pennsylvania Asset Protection & Estate Planning Blog Will & Trust Attorney Blog For Unruh, Turner, Burke & Frees

This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.

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5/19/2012
David M. Frees, III
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Selecting an Estate Executor | Pennsylvania Probate Attorney

When you are selecting an estate executor, keep in mind that he or she will be your and your estate’s personal representative in Pennsylvania probate.

Category: Executor, Trustees and Probate

Labels: estate planning probate Selecting an estate executor
5/16/2012
David M. Frees, III
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Executor Responsibilities Lawsuit | Pennsylvania Probate Attorney

Suing an estate executor is a complicated and serious task, but can be warranted in certain instances. A Pennsylvania probate attorney can help.

Category: Executor, Trustees and Probate

Labels: estate planning probate Suing an estate executor
2/25/2012
David M. Frees, III
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Estate Planning For Blended Families In Pennsylvania

Blended families face many estate planning challenges in Pennsylvania and the failure to properly plan can be destructie and expensive

Category: Protecting Heirs from Divorce and Litigation

Labels: attorney for blended families blended families estate planning for blended families Pennsylvania blended families trust for blended families
2/12/2012
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Questions About Power of Attorney - Do Have The Right Answers ?

This brief article and related video answer all of the most important questions about medical power of attorney, financial and durable powers of attorney

Category: Estate and Inheritance Tax Planning

Labels: durable power of attorney financial power of attorney medical power of attorney power of attorney springing power of attorney
2/8/2012
David M. Frees, III
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Is There A Mistake In Your Will?

A Last Will and Testament is a critical component to your comprehensive estate plan. Make sure it comply's with Pennsylvania's complex and changing laws.

Category: Wills, Trusts and Probate

Labels: Pennsylvania will pennsylvania will case valid will will will mistake
1/25/2012
David M. Frees, III
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What Happens In A Nursing Home When Your Not There?

Many things can go wrong in a nursing home or assited living facility. Find out what you can do to make sure these things do not happen to you or a loved one.

Category: General

Labels: assisted living facility elder care elder care plan estate plan nursing home care
1/24/2012
David M. Frees, III
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Family Meetings -An Estate Planning Secret of The Affluent and Super Wealthy That Can Benefit Your Family Right Now

Very affluent families have been using family meetings to reinforce their estate planning, to protect their heirs from divorce, lawsuits, and taxes, and to ...

Category: General

Labels: asset protection planning business exit planning David M. Frees III estate planning family business planning family wealth planning federal estate tax planning succession planning
10/19/2011
David M. Frees, III
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Contesting A Will or Estate Plan Under Pennsylvania Law

A comprehensive estate plan can do many things for you and your family BUT if it is not done correctly it may equal an expensive lawsuit. Bullet proof your will

Category: Wills, Trusts and Probate

Labels: contest a will in PA estate plan incapacity no contest clause undue influence will challenge
10/17/2011
David M. Frees, III
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What You Need to Know about Beneficiary Designations

Some assets fall outside of your will/trust and your beneficiary designations control who gets those assets.What should you know about Beneficiary Designations?

Category: Asset Protection for You and Your Heirs

Labels: beneficiary designations estate plan minimize estate tax naming insurance beneficiaries naming retirement beneficiaries
9/30/2011
David M. Frees, III
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Our Mac and Cheese Recipe

Every edition of our client newsletter features a recipe from Dave Frees, his staff, clients or the extended firm family. This month...mac and cheese

Category: Ideas and Information That Make Life Better

Labels: attorney David Frees Dave Frees lawyer David Frees Mac and Cheese Mac and Cheese recipe
9/26/2011
David M. Frees, III
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The Marcellus Shale Debate

"Drill Baby Drill" or "No Fracking Way" which side are you on of the Marcellus shale debate? Whether we like it or not we use gas on a daily basis.

Category: Local News and Information

Labels: marcellus shale debate marcellus shale news marcellus shale update pa marcellus shale pennsylvania marcellus shale
9/26/2011
David M. Frees, III
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Executor of A Pennsylvania Estate? Video Resources, Fees, Disputes, Mistakes and Duties of An Executor

Executors need to learn the most common mistakes and how to avoid personal liability. Discover many resources and information for Pennsylvania executors

Category: Executor, Trustees and Probate

Labels: estate lawyer executor fees executor lawyer executor mistakes
9/26/2011
David M. Frees, III
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New Video Reveals The Most Overlooked Estate Planning Document

The estate planning document that you cannot be without? It's one of the most overlooked estate planning tools - the well drafted durable power of attorney.

Category: General

Labels: David M Frees III estate planning Malvern estate lawyer power of attorney will
8/28/2011
David M. Frees, III
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Should I Make Gifts Now As Part Of My Estate Planning?

An inter vivos gift is one tool you can use in your estate planning to reduce taxes. But be careful because if it's not done correctly you may be on the hook.

Category: Estate and Inheritance Tax Planning

Labels: beneficiaries estate planning news estate planning tool gifts inter vivos gift probate
8/22/2011
David M. Frees, III
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Estate Planning For Second Marriages and Blended Families

Having a second marriage and a blended family is a reality today for many of us. Find out what you can do to incorporate this into your estate plan.

Category: Wills, Trusts and Probate

Labels: blended family estate planning pre and post nuptial agreements second marriage estate planning second marriage tax implications
8/3/2011
David M. Frees, III
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Returning or Starting College: Essential Legal Documents For Your Children

College is an exciting time for you and your children. Make sure your children have the essential legal documents to head to or back to school soon.

Category: General

Labels: children college age child college checklist essential legal documents HIPPA HIPPA authorization poa power of attorney returning to college starting college
7/1/2011
David M. Frees, III
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Understanding Critical Trust Language

We want to help you understand critical trust language that to many seems foreign at times. You can leave your interpreter at home after reading our trust guide

Category: Wills, Trusts and Probate

Labels: trust trust language trust lawyer understanding trusts
6/26/2011
David M. Frees, III
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Marcellus Shale News Update

Exxon buys 317,000 acres in the Marcellus Shale Region of Pennsylvania.

Category: Local News and Information

Labels: exxon gas industry marcellus shale Pennsylvania gas pennsylvania marcellus shale
6/19/2011
David M. Frees, III
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Why Do Wealthy Never Own Life Insurance Outright?

A life insurance trust can help save your heirs money. Find out about many common trusts, what they can do for you, and how you can get started.

Category: Wills, Trusts and Probate

Labels: common trusts federal tax life insurance trust trust trust lawyer
6/5/2011
David M. Frees, III
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Does Your Will Have The Right Stuff When It Comes To Your "Stuff"

A specific clause that deals with tangible personal property in your will is an important componenet to an Effective Will. Find out what tangible property is?

Category: Wills, Trusts and Probate

Labels: best will estate planning tangible personal property tangible property will will clauses
5/27/2011
David M. Frees, III
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Make Sure Your Will is Up To Date-Who Wants Family Drama?

Are all your children in your will? Make sure your will has the correct family information. It may seem fairly unimportant but the consequences can be startling

Category: Wills, Trusts and Probate

Labels: family designations family drama up to date will updating will will changes
5/23/2011
David M. Frees, III
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Executors and Safe Deposit Boxes in Pennsylvania

The long standing rules for executors to enter and to inventory a safe deposit box have recently changed. The state of Pennsylvania no longer provides...

Category: General

Labels: avoiding will disputes being an executor being an executor in pa best estate planing practices best probate practices Chester county estate lawyer chester county will lawyer entering a safe deposit box when someone dies safe deposit box safe deposit box inventory
5/20/2011
David M. Frees, III
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Find Out What Trust Lawyers Know About Trusts That You Don't

Trust law can be a complicated field to navigate through so we wrote a guide explaining the many types and uses of trusts to help you find the right trust.

Category: Wills, Trusts and Probate

Labels: asset protection estate plan trust lawyers trusts
4/17/2011
David M. Frees, III
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What To Do About Tricky Trusts

The more trust language you understand the more likely you will have the right trust in place for you or the better you will understand your role in a trust.

Category: Wills, Trusts and Probate

Labels: Pa trust lawyer tricky trusts trust lawyer trusts understanding trusts
3/26/2011
David M. Frees, III
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Income TaxDeadline Is Near For 2010 Filings

Are you getting your return done by a tax preparer or changing accountants or tax preparers? This brief to do list helps you to get ready

Category: General

Labels: estate planning gifts for mothers day income tax preparers income tax to do list Pa estate planning PA estate planning lawyer Pennsylvania lawyers tax planning