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4/21/2009
David M. Frees, III
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Keep The Death Tax - It's Like Apple Pie Another View

I try to bring both arguments to the table for you to consider.  This article is not alawys accurate on the death tax (federal estate tax) provisions.  For example, the tax credits don't shelter $7 million dollars they shelter $3.5 million and a couple has to do some fancy planning to make them work.

Also, his argument that it should be ok to tax estates for a second time because we're already taxed multiple times during life doesn't really convince one as being sound logic or overly persuasive.

Anyway, this is a good overview of the keep the death tax talking points.

Whatever happens make sure to update your planning to maximize your control over your financial legacy.  For Pennsylvania residents, be sure to coordinate your asset protection planning, federal estate tax planning and your state inheritance tax planning in your wills and trusts.

David M. Frees III, Esquire
David's firm, Unruh Turner Burke and Frees has offices conveniently
located in Phoenixville, West Chester and Malvern, and they
serve the greater Philadelphia region including Bucks and Berks counties,
Deleware County, Montgomery and Chester County and Lancaster County.


Category: Estate and Inheritance Tax Planning




David M Frees III, EsquireDavid M. Frees III
dfrees@utbf.com
610-933-8069

If you:
1.) have been appointed as an executor or trustee, or
2.)  want to create a will, trust, power of attorney, a comprehensive estate plan, or
3.) are worried your will is out of date or no longer says what you want, or
4.) think that you might need a trust or estate plan that really works and holds up....

Then call and ask one of David's assistants at 610-933-8069 to set up an appointment and to see if you can work directly with David or one of his partners, or associates.

It may be one of the most important calls that you ever make.

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Unruh, Turner, Burke, and Frees Estate Planning Blog: http://www.utbf.com/trust-estate
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