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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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Pennsylvania Estate Planning, Will, Trust & Probate News
Pennsylvania Inheritance Tax Planning - Less Can Be More
Posted on 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.
Read More About Pennsylvania Inheritance Tax Planning - Less Can Be More...
| David M. Frees is Chairman of the Trust, Estates, and Wealth Preservation section of Unruh, Turner Burke and Frees with offices serving all of South Eastern Pennsylvania including Chester County, Montgomery County, Berks and Bucks counties, Philadelphia and Lancaster counties. David Free  s is rated highly by Martidale.com and has attained the highest rating by AVVO of 10 (Superb) on a scale of 1-10.David meets with many clients each week and in order to give them his full attention, he is not always available to reply immediately to cell phone or email requests. Immediate assistance can always be reached at 610-933-8069.
David M. Frees IIIdfrees@utbf.com 610-9338069 David Frees is a prolific author on legal topics and in addition to the articles and blogs featured on this site, please feel free to view his postings at http://www.utbf.com/trust-estate |
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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