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Legal Article Library | Pennsylvania Legal Information For Estate Planning, Elder Law, Asset Protection, Family Inheritance Disputes, Wills & More

Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible. To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.

Library Categories

• The System For Protecting Your Assets for Your Self and Your Heirs
• Asset Protection
• Estate and Inheritance Tax Planning
• Protecting Heirs from Divorce and Litigation
• Wills and Trusts
• Executor, Trustees and Probate
• Elder Law Trusts, Contracts, Checklists and Solutions
• Ideas and Information That Make Life Better
• Selecting A Will or Estate Planning Attorney
• Ethical Lawyer Marketing
• General

The System For Protecting Your Assets for Your Self and Your Heirs

• Need information on educational expenses and tax issues? Need information about estate planning, wills and trusts for families with college aged kids? [PDF]  
  Description: Latest IRS Form 970 for 2009. This form covers information about taxes and educational expenses.
• A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away. [PDF]  
  Description: This end of year checklist will help you to painlessly make sure that your wills and trusts are up to date, and that you're doing what you need to do to put your affairs in order. It includes gifting, some tax planning, and ways to verify that your plan will work.
• Jump In or Go Slow - What is the best strategy for entering the market? [PDF]  
  Description: This excellent document prepared by Bernstein, analysis the age old question facing investors in a down market or anyone who has wealth waiting to be invested. Does dollar cost averaging or all in represent the best policy for building long term wealth?
• In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list.   
  Description: Do you need a quick review of the steps that just about anyone needs to take to protect their family? This is a quick review of the estate planning steps you need to review.
• Why You Need To Get Your Head Out of The Sand and Do Things Differently   
  Description: The old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy.

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Asset Protection

• Is That Person At Your Door a Real Census Worker? What You Should Do and What They Can Legally Ask   
  Description: News and information on what to do and how to act if you are approached by someone claiming to be a census worker. How do you know and what can they ask? Never give out your social security number.
• If Your Assets Include A Wine Collection It May Not Be Protected. Learn The Secrets to Liquid Asset Protection For Your Wine Collection Including Insuring, Protecting and Passing on this valuable asset.   
  Description: Information for wine collectors interested in properly insuring, protecting, and passing on their valuable wine collection. Asset protection for wine collections that may not be protected yet and how to deal with a wine collection in your will or trust.
• Foward Think And Asset Protection Planning Can Work   
  Description: The San Fransisco Bay Guardian speaks it's mind and finds the asset protection planning of another liberal newspaper to be anathema but effective. The lesson? Do the planning right and in advance of when you need it and it might work so well that it makes newspaper editorial witers angry while you get to keep your assets.
• What You Don't Know About Auto Insurance Can Hurt You - Asset Protection In Pennsylvania [PDF]  
  Description: This article by David M. Frees III, Esquire examines the overlooked tool of asset protection: A review and understanding of auto and car insurance. Many Pennsylvania residents and residents of Chester and Montgomery county are exposed to a massive liability risk from uninsured and under insured motorists. Find out how to protect yourself.
• A Quick Review Of Asset Protection Issues For Pennsylvania Residents   
  Description: This article contains an overview of asset protection issues for residents of Pennsylvania. It covers lifetime strategies and techniques as well as asset protection that can be included in a will to protect a spouse and or children and grandchildren.

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Estate and Inheritance Tax Planning

• What is Happening In Congress - Proposed Changes To The Federal Estate Tax   
  Description: July 2oth motion in the Senate on reinstatement and modification of the federal estate tax.
• Pennsylvania attorney David M. Frees III, Esquire named as Pennsylvania Super Lawyer and a "Top Lawyer" by Main Line Today Magazine.   
  Description: Congratulations to our partner and Estate and Trust Section Chairman David M Frees III on being named as both a Pennsylvania Super Lawyer and as Main Line Magazine Top Lawyer in the Trust and Estate Sections.
• 709 Extension To File [PDF]  
  Description: 709 Extension To File Return
• Gift Tax Return [PDF]  
  Description: IRS form 709 for gift taxes
• Jennifer Messa was previously with Davis, Bennett & Spiess (currently Davis, Bennett, Spiess & Livingood)in Wayne Pa, is currently with Unruh, Turner, Burke and Frees 610-933-8069.   
  Description: Jennifer Messa reminds clients it is time for their trust, estate, and personal income tax returns 610-933-8069

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Protecting Heirs from Divorce and Litigation

• What Does The Slomsky Case Mean to You? Well, if you have a power of attorney named and a retirement account be sure that your POA accurately reflects whether or not your agent can change your plan beneficiaries. [PDF]  
  Description: The Pennsylvania Supreme Court recently ruled that a power of attorney grants the right to an agent to change beneficiaries of retirement plans independently of the power to make gifts. If you have or want a power of attorney you must understand this new ruling.
• David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family [PDF]  
  Description: David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors.
• David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family [PDF]  
  Description: David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors.
• Protecting Your Childrens' Inheritance from Creditors [PDF]  
  Description: Special Points of Interest in this Newsletter:
  - How can we protect our children's inheritance from their creditors?
  - Now parents can take advantage of estate planning opportunities to help secure the distribution of assets that they will make to their children.
  - Learn how to protect your children from personal injury creditors, professional liability and divorce.

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Wills and Trusts

• If you are looking for a will, trust, probate, or estate lawyer in Phoenixville, Pennsylvania, David Frees focuses on his clients will, estate, probate and asset protection needs and in solving the problems that most concern you.   
  Description: Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania providing trust, estate, and elder law services. David Frees' Phoenixville offce also provides simple estate plans, wills trusts, and estate help for executors
• Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania   
  Description: Are you looking for an attorney in the Phoenixville area? David M. Frees III is
  a respected attorney with law offices in Phoenixville, Pennsylvania
• How To Find A Trust, Estate, or Will Lawyer in Chadds Ford, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Chadds Ford, Pennsylvania.
• Senator Edward Kennedy's Will - Probated [PDF]  
  Description: This is Senator Edward Kennedy's will as offered for probate. It contains som interesting lessons and information.
• Worried that you have kids - older or just born but haven't done your will or updated it? Want a reminder of what you need to do right now? Feel better. Just download this easy reminder list on what and how you name a guardian, update your will, pick an executor [PDF]  
  Description: This check list lets you know and reminds you of what to do to do a will or to update your will, trust, or estate plan. This is especially important when you have children. Copy it, print it, and follow the list to protect your kids.

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Executor, Trustees and Probate

• Probate Blunder   
  Description: A person died and only a copy of the original will was found. Can the copy be submmited to probate court and what does it mean?
• Common Delays In The Probate Process   
  Description: This article explains the Pennsylvania Probate Process. Probate can take several months to several years. Find out in this article what is Probate and what are the common causes for delays in the Estate Administration process.
• The Simple Things Matter - Keep Your documents, records, and passwords in order   
  Description: Many carefully planned estates turn into a nightmare because people think that the plan is done when the will or trust is signed. But keeping your records, documents, beneficiary designations and passwords in order makes all of the difference. One of Pennsylvania's most experienced will, trust and estate lawyer's walks you through the process of creating a plan that survives and works to shorten the probate process.
• How Much Do Pennsylvania Attorneys Charge as Estate Fees   
  Description: Consumers want to know how much attorneys charge estates. This brief article walks you through the several ways that attorneys charge and what you need to know before hiring an attorney.
• How Much Can Executors Be Paid Under Pennsylvania Law?   
  Description: This article examines executor fees in Pennsylvania. How much can Pennsylvania executors be paid? Does the size of the estate matter? How are the fees computed?

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Elder Law Trusts, Contracts, Checklists and Solutions

• A Handbook On Dimished Capacity [PDF]  
  Description: This is an outstanding resource for attorneys on the issues of client's diminished capacity. Checklists, a lengthy list of resources and many issues examined in detail. A must have for people facing the issues of aging.

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Ideas and Information That Make Life Better

• Mind Hacks and Tools For Improving Travel, Business, and Life   
  Description: Tools and strategies for improving travel, business and life. Includes marketing, technology and persuasion and influence tips and tools

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Selecting A Will or Estate Planning Attorney

• How To Find A Trust, Estate, or Will Lawyer in Willistown, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Willistown, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Devon Hunt, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Devon Hunt Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Waynesborough Woods, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Waynesborough Woods, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Valley Forge Mountain, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Valley Forge Mountain, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in West Goshen, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in West Goshen, Pennsylvania.

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Ethical Lawyer Marketing

• Do You Want A More Profitable Elder Law, Trusts, Estates, Estate planning and/or Asset Protection Practice? Read this offer from Two Top Legal Marketers Dave Frees Esquire and Ben Glass esquire   
  Description: Specific plans, tools, tactics, strategies, and systems used by some of the country's top legal marketers and how to apply them to a trust, estate, estate planing and asset protection or elder law practice from legal marketing gurus Dave Frees and Ben Glass.

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General

• Picking The Best Estate and Will Lawyer for Your Specific Needs   
  Description: Suggestions for selecting the best will, probate, or asset protection lawyer in Chester and Montgomery County for your particular needs. David M Frees III, Esquire has offices in Malvern, Phoenixville and West Chester Pennsylvania and practices in the areas of Trust and Estate Planning, Asset Protection Planning and in representing executors and trustees in Pennsylvania and specifically in Chester County, Montgomery County, Philadelphia, Berk and Bucks Counties.
• Early news on the Obama Administration's new plan to tax the rich   
  Description: This US News and World Reports' Article covers recently released on proposed changes to the income tax laws and how they will impact those earning $235,000.00 and above. There is a proposed new rate of 39.6%
• Estate and Trust Lawyer David Frees Helps To Host Charity Auction   
  Description: Phoenixville Area Chamber of Commerce hosts a charity auction with author and will and probate attorney David M Frees as the "celebrity" auctioneer.
• More News From Will Lawyer David M. Frees for Retired PA Residents   
  Description: Estate Planning lawyer Dave Frees has more news about tax benefits for Retirees living in Pennsylvania. Unryh, Turner, Burke and frees and David Frees have offices in Phoenixville, Malvern, and West Chester Pennsylvania
• Estate Planning For 2009 and beyond   
  Description: Why estate planning will be big in 2009.

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