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Estate and Inheritance Tax Planning
- Should I Make Gifts Now As Part Of My Estate Planning?
- Quick Review of The Federal Estate and Gift Tax Changes for 2011 and 2012
- Own A Business or Corporation? Upgrade Your Estate Planning To Business Class
- The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continue
- Why You Might Need A Power of Attorney FROM Your College Aged Kids
- The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010
- Federal Estate Tax News For Pennsylvanians
- Estate Tax News: Pressure on Congress To Act On The Federal Estate Tax
- Almost half of American Households Pay No Income Tax
- What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?
News
- Posted on 2/23/2010Estate Tax Strategies For 2010 and 2011
- Posted on 1/14/2010Pennsylvania Inheritance Tax Planning - Less Can Be More
- Posted on 1/7/2010WSJ Smart Money on The Death of The Estate Tax and What You Need To Do
- Posted on 12/19/2009Read Will, Trust, and Estate Attorney David Frees' Comments on The Washington Post Blog
- Posted on 12/18/2009The Frenzy Surrounding The Estate Tax
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Estate and Inheritance Tax Planning
Manditory Minimum IRA Distributions In 2009
REQUIRED MINIMUM DISTRIBUTIONS from IRA accounts: Remember, in 2009, required minimum distributions for IRA account owners who are 70.5 or older are suspended. In addition, if you are 70 1/2 or older, you are allowed to make distributions directly from an IRA to a charity (up to $100,000) during the 2009 calendar year.
For our clients located in Pennsylvania, note that we have receently prepared two great new reports that are available on this web site for delivery to you by email and with a follow-up mailing of hard copies of the report.
The first, The Ten Most Common Mistakes Pennsylvania Executors Make and How To avoid Them, you should get if you are either an executor or, if you are selecting an executor. The second, on Enhanced Estae Planning is a great resource if you have questions about redoing or updating your wills, trusts, powers of attorney or related estate planning documents. If you have children and or grandchildren and you are worried about protecting their inheritance from divorce and lawsuits, you should get this report. To order either report, just click the report names below:
The Ten Most Common Mistakes Pennsylvania Executors Make
Enhanced Estate Planning In Pennsylvania
AVVO Rated Pennsylvaina Estate and Trust Lawyer: Superb 9.4
 Attorney David M. Frees III whose practice involves trusts, estates, wills, and estate and asset protection planning, has just published a new (and free)  guide for executors of wills probated in Pennsylvania.The Executor Report: The Ten Most Common Mistakes That Executors Make and How To Avoid Them. This is a guide for executors to prevent personal liability and a guide for you if you're planning your estate and need to decide who is the best executor.
David Frees and Unruh, Turner, Burke and Frees have offices located conveniently in Malvern, Phoenixville, and WestChester Pennsylvania If you are an executor, or if you need to update an old will, trust, or estate plan, or if you need to do one for the first time, call 610-933-8069 and ask for one of David's assistants for an appointment with David or one of his team. Please tell us that you're calling from our estate planners web site and you will receive a bonus when you come for an appointment or you have a telephone conference with David. |
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120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
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Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
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West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323
See David by Appointment call 610-933-8069 For David Frees
Get Directions
Offices
Offices
Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
Regular Business Hours
Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
By Appointment
West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323
See David by Appointment call 610-933-8069 For David Frees
Videos
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