Practice Areas
- Alternative Dispute Resolution For Estates and Trusts
- 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
Blog 
Estates & Trusts 
- Tax Court Case Alert: Gifts of Limited Partnership (FLP) Interests Fail to Qualify for Annual Exclusion
- Should I Make Gifts In 2010? The How and Why of Gifting In The Current Environment
- Alert: PA Case Evidences Need To Review Tax Clause In Your Will
- Announcing Our Complimentary Will and Trust Review Clinic and Appointments
- PA Case Law Update: Your Joint Accounts Might Not Pass To Surviving Joint Owner
Estate and Inheritance Tax Planning
- What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?
- What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?
- Gift Tax Myths and Realities For 2010.
- Congress has Created A Very Big Mess. What do You Do About Your Will or Trust Now?
- Why Congress' Failure Today On Estate Tax Reform Might Really Hurt You.
- David Frees Achieves AVVO's Highest Rating 10.0
- Estate Tax or "Death Tax" Revisions Pass The US House - What Will You Do?
- Asset Protection Trusts Just Got Better - Does Your Trust and Estate Planning Layer Know This?
- Will The Federal Estate Tax Ever End? Probably Not But Here is News on The Death Tax
- Does Pennsylvania Have A Tax On End of Year Gifts to Children and Grandchildren?
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
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 III 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 including Malvern, Phoenixville, West Chester, Devon, Berwyn, Chester Springs, Doylestown, Kennet, and many more communities.
David Frees is rated highly by Martidale.com and has attained the highest rating by AVVO. His rating of 10 (Superb) on a scale of 1-10 and client and lawyer reviews be viewed here.
You can schedule a consultation in person, or by phone with David Frees through his assistants/paralegals Donna, Denise, and Tara at 610-933-8069.
David can also be reached by email at dfrees@utbf.com
Please note, however, that David meets with many clients each week and in order to give them his full attention, he is not always availble to reply immediatly to cell phone or email requests. However, immediate assistance can always be reached through 610-933-8069.
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
For more info from David M. Frees, III
Begin your case review by filling out the form below:
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