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- Mediation For Estates and Trusts
- The System For Protecting Your Assets for Your Self and Your Heirs
- Asset Protection
- Estate and Inheritance Tax Planning
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Blog 
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
Library
How much can I give away during my lifetime?
A: Currently, (2009) each person can give away $13,000.00 to any child, grandchild, spouse of your heirs, or for that matter, any other person. In addition, you have a lifetime exemption of $1,000,000.00 million dollars that can be given away during your life without a tax. A form 709 must be filed when gifts of over $13,000.00 are made and gift tax returns should be filed whenever a hard to value asset such as a gift of real estate or a closely held business interest is made.
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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
Estate and Inheritance Tax Planning:
- Does Owning a Business Impact Estate Planning in Pennsylvania?
- Pennsylvania Estate Planning Attorney End of Year Changes
- Inheritance Tax? Pennsylvania Estate Planning Lawyer Explains
- How Much Will My Estate be Taxed and Can I Avoid Taxes? PA Estate Planning Lawyer Answers
- Beneficiary Controlled Trusts