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Pennsylvania Estate Planning, Will, Trust & Probate News

Pennsylvania estate planning laws and strategies change more often than you might think -- and it is extremely important that estate planning & trust attorneys in Pennsylvania stay informed and innovative. Below, we regularly add pertinent PA legal news that could affect how we approach your individual estate planning, inheritance dispute resolution, and asset protection needs. Keep up to date by reading about estate planning legal news and current events.

News Category: All CategoriesAsset ProtectionEstate and Inheritance Tax PlanningProtecting Heirs from Divorce and LitigationWills and TrustsExecutor, Trustees and ProbateTax Related MattersFinancial and Estate Planning News AlertsGeneral

Asset Protection

• 401(k)s Disappearing Value
  Feb 09, 2009

  According to Fidelity Investments, the average account balance of 17,095 workplace 401(k) plans fell by 27% in 2008.  The average plan also dropped to $50,200 in 2008 from $69,200 in 2007, and this was after the average contribution of $5,600.  This remins us that we must be areful to position our retirement assets based on our ages and proximity to retirement for a rebound, and/or to preserve principal. 
  
  - 1 - 10

Estate and Inheritance Tax Planning

• Estate Tax Strategies For 2010 and 2011
  Feb 23, 2010

  We have a number of great artciles and blog posts for you on the issues of the federal estate tax lapse in 2010 and what you need to do this year and next year to make sure that your wishes get carried out now - when there is no federal estate tax, and next year- when the estate tax returns with a vengance.  But this Forbes article is a great overview of the estate tax issues and estate tax planning strategies for 2010 and 2011.
  
  If you are a Pennsylvania resident and need to do an estate planning update that will work in 2010 and yet protect you and your family when the tax returns next year, you can get a free consultation and a flat fee quote from Unruh, Turner, Burke and Frees just by calling David Frees' office and mentioning offer code Frees2010.
  
  Call 610-933-8069 and ask for Donna, Beth, or Densie for help with a phone or in office consultation. - 2 - 10

• Pennsylvania Inheritance Tax Planning - Less Can Be More
  Jan 14, 2010

  Pennsylvania inheritance taxes are fairly low for direct descendnts such as children and grand children.  The current inheritance tax rate for such heirs is 4.5% And, your desire to save on inheritance taxes should be weighed against the loss of control over your own assets and the fact that joint ownership of accounts might subject you to Pennsylvania inheritance taxes on your own money when you're retirned and can least afford it.  Yet, that is exactly what happens if a child on your account as a joint account holder dies before you.  For more on Pennsylvania inheritance taxes click here.
  
  These links and information on Pennsylvania inheritance taxes and federal estate taxes arebBrought to you by
  David M. Frees and the law firm of Unruh, Turner, Burke and Frees serving all of suburban Philadelphia. - 3 - 10

• WSJ Smart Money on The Death of The Estate Tax and What You Need To Do
  Jan 07, 2010

  This Wall Street Journal article does a great job of reviewing the consequences of the death of the estate tax and what you need to do based on your net woth and the type of documents that you have.  Click here for more useful information on the estate tax.
  
  David M. Frees
  David Frees is a trust, estate and asset protection attorney with law offices in Phoenixville, Malvern, and West Chester Pennsylvania.
  
  610-933-8069
  dfrees@utbf.com - 4 - 10

• Read Will, Trust, and Estate Attorney David Frees' Comments on The Washington Post Blog
  Dec 19, 2009

  Read David Frees' comments on the lapse of the estate tax as posted on the Washington Post Blog.  You can also read the Posts reporting on Congress' inability to act on the estate tax.
  
  David M. Frees III is a Pennsylvania attorney who focuses as a lawyer on trust, estate, and estate planning law.
  He can be reached at 610-933-8069.
  
  Frees who has offices in Phoenixville, Malvern, and West Chester Pennsylvania is a regualr contributor to www.PaEstatePlanning.com and www.utbf.com/trust-estate - 5 - 10

• The Frenzy Surrounding The Estate Tax
  Dec 18, 2009

  Want more on the most recent news on the federal estate tax?  Click here for the Wall Street Journal's take on the "frenzy"  that has resulted in the estate planning world as a result of the lapsing federal estate tax law.
  
  David M. Frees Esquire
  610-933-8069
  
  David Frees writes blogs and publishes improtant articles and resources in the areas of estate planning, asset protection, and related topics.
  
  David Frees is a will, trust, and estate planning lawyer with offices in Phonixville, Malvern, and West Chester, Pennsylvania - meaning, that he focuses his practice in the areas of estate planning, representing executors, and asset protection.
  
  Frees is Chairman of the Unruh, Turner, Burke and Frees  Trust, Estate and Wealth Preservation section.
  
  
  
  
  
  Phoenixville will lawyer, Phoenixville Trust Lawyer, Phoenixville attorney, Malvern Attorney, Malvern will lawyer, West Chester Will Lawyer, Unruh, Turner, Burke and Frees will lawyer. - 6 - 10

• Congress Working On A Two Month Estate Tax Extension
  Dec 15, 2009

  Click here to get the latest on the two month estate tax extension from Bloomberg.
   Brought to you by David M. Frees III, Esquire
  
  wills * trusts * estate and asset protection planning* elder law
  Chester County Pennsylvania, Montgomery County, Berks, Bucks and Lancaster County
  
  Law Offices Serving: Phoenixville, Oaks, Collegeville, Trapp, Berwyn, Devon, Bryn Mawr, Ardmore, Chester Springs - 7 - 10

• Dave Frees on Money Matters Discusses GRATS and QPRTs
  Dec 11, 2009

  Here is trust and estates atttorney David Frees on Money Matter discussing GRATs and QPRTs (Grantor Retained Annuity Trusts and Qualified Personal Residence Trusts).   The interview with Dave starts about 1/3 of the way into the show. - 8 - 10

• Legislative Backlog and Estate Taxes
  Dec 07, 2009

  Interested in federal estate tax reform?  Want to know what is going on? Want to get an overview of what the house and senate are trying to do before the end of the year. Click here for the Associated Press' review of end of year legislation.
  
  David M. Frees III, Esquire.
  
  Need to update a wil, trust, or estate plan?  Want a child or granchild to get their own planning done?  Looking for ways to protect your assets from being taken away in the divorce of one of your heirs?  Please call 610-933-8069 for a consultation.  Mention this newsstory for a free copy of Enhanced Estate Planning.
  
  David M. Frees III is a will, trust, and estate planning attorney with law offices in Phoenixville, Malvern, and West Chester Pennsylvania. - 9 - 10

• House Passes New Etstae Tax Laws - Now What?
  Dec 03, 2009

  Click here to get the latest on the estate tax bill that just passed the house of representatives on December 3, 2009.
  
  To find out more about how the federal estte taxes will alter your estate plan - in many cases you can simplify, then call Donna Brownback or Densie Fox to make an appointment with welll known and award winning probate, trust, and estate lawyer David M. Frees III, Chairman of Unruh, Turner, Burke and Frees' Estate, Trust, and Wealth Preservation section. 610-933-8069
  
  The firm has offices in Malvern, Phoenixville, and west Chester, Pennsylvania and serves Pennsylvania residents across the state with many clients located from Philadelphia to Lancaster Pennsylvania. - 10 - 10

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