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Online Resources & Internet Information Regarding Estate Planning, Wills, Trusts & Asset Protection In Pennsylvania

There is a large amount of information on the web regarding Pennsylvania estate planning, wills, trusts, and elder planning. However, it is difficult to know which sources to trust and which internet sites are outdated or inaccurate. Below we've listed a number of online resources and internet webpages that our clients have found helpful and informative in the past. As always, if you cannot find the information you are looking for, contact us today and let us know about your legal needs.

Local News and Information

• Unruh,Turner,Burke, and Frees Super Lawyers For 2011: Unruh, Turner, Burke, and Frees Attorney's at Law is proud to congratulate John K. Fiorillo, Andrew D.H. Rau, and David M. Frees III on being named Super Lawyers for 2011 by Super Lawyers magazine.
  
  We are proud to have such an exceptional team of lawyers at Unruh, Turner, Burke, and Frees.
  

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

• Banks Cut Lending To Small Businesses: In this article, bank loans to small businesses, small business job loses, and related risks to the economy in 2010.
  David M. Frees III Lawyer:  Phoenixville, West Chester and Malvern
  David M. Frees III Attorney with offices in Phoenixville, Malvern and West Chester
• Dave Frees On Twitter For Clients: David M Frees III Esquire posts information for clients on Twitter
• David Frees On Facebook: If you want to know more about the Pennsylvania will and estate planning lawyer David M frees III, you can see more about him on Facebook.
• Financial Educational Resources: Want to better smarter and a better consumer of financial and investment services. This site is loaded with articles and resources for the investor rebuilding his or her estate and assets.
• Investment Actions For 2009 - What Do I Do Now?: Investment ideas and actions for 2009
• Investor Alerts for Protecting Your Assets: This is a link to a great source of updates and investor alerts that are essential for Pennsylvania residents to maintain and build estate assets in these economics times.
• More blog articles for The System For Protecting Your Assets for Your Self and Your Heirs: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• Personal and Esatet Planning Calculators: This site has a number of calculators that Pennsylvania residents can use when doing estate and asset protection planning, wills, and/or trusts including QPRT trusts. These calculators also help Pennsylvania residents with possible charitable gifts, including CRUTs, CRATs, Charitable Lead Trusts, Charitable Gift Annuities, and other techniques. David M. Frees III, Pennsylvania will and trust lawyer advises Pennsylvania residents to do asset protection, tax and estate planning and thee calculators can be very helpful.
• The Berkshire Hathaway Site for financial news and information: Shareholder and economic information, letters from Warren Buffet and other resources to help you to build a strong asset base.

Asset Protection

• Asset Protection That Appears To Be Working
• Is Your IRA A Time Bomb?: The taxation of IRAs can be really problematic
• More blog articles for Asset Protection: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• More on The Roth Conversion Opportunity and How To Pay The Tax: Here is more information from the Wall Street Journal on the issue of whetehr or not to do a Roth conversion of your IRA and how and why to pay the taxes.
• The New York Times Financial Advice Blog: This is a great link for practical advice related to all matters financial.
  
• The New York Times Financial Advice Blog: This is a great link for practical advice related to all matters financial.

Estate and Inheritance Tax Planning

• Annual Gifting In 2009: Find out how much you can give every year without using up your million dollar exemption
• Bi Patisan Tax Reform Issues and Thoughts: A brief review of some of the tax policy issues that might affect you
• Estate Tax Issues A Slide Show: Proposals and pros and cons of the federal estate tax
• Federal Esate Tax Calculator: This is a quick estate tax calculator to discover if the tax applies to you.
• Life Insurance Is Taxable at 42 Percent: A great overview of Life Insurance Trusts. How and Why.
• More blog articles for Estate and Inheritance Tax Planning: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• More on the repeal of the federal estate tax: More information on the federal estate tax repeal for 2010 and the return of the federal estate tax law in 2011.. If oyu're a Pennsylvania resident you probably need to review your plan this year and be prepared for some nasty chages when the old law returns in 2011.
• Pennsylvania Department of Revenue: This link provides access to the State of Pennsylvania's library of forms and publications on Inheritance Taxes
• Planned Giving: A great newsletter on Planned Giving Topics. Want to reduce taxes and support a charity or non-profit under your will or through a lifetime gift? Information rich newsletter on planned giving and estate plans
• Self Cancelling Installment Notes A Planning Technique: This link provides information for Pennsylvania families considering the sale or transfer of businesses or real estate within Pennsylvania.
• Short Term GRATS under attack for Pennsylvania Residents Doing Estate Planning: GRATS or grantor retained annuity trusts have been a long established and reliable planning technique. And, while this technique was established under federal law, many Pennsylvania residents have used GRATS in their estate planning.  If you have been following our articles on the GRAT topic, you know that this estate planning tool has been under attack in Congress and only long term GRATS may remain.
  
  For more information, be sure to read this excellent article from Forbes on the future of short term GRATs.
  
  http://www.forbes.com/2010/08/18/estate-planning-grats-congress-obama-personal-finance-seth-kaplan-grats.html?boxes=financechannellatest   
  
  For more information on Enhanced Estate Planning Techniques in Pennsylvania click here. 
• Smart Money Calculator: Find out if the federal estate tax applies to you.
• The Current Scoop On The Estate Tax: More information from Kipplingers on the estate tax reform issues facing you in 2010 amd 2011.
• The Federal Estate Tax and Uncertainty - Pennsylvania Newspapers: For many Pennsylvanians the federal estate tax uncertainty makes planning almost impossible.  This article neatly reviews the dilema created by congressional failure to deal with the federal estate tax and the problems for Pennsylvanians doing estate planning, wills and trusts.
• Wall Street Journal On GRATs: Information on why now is a great time to do a GRAT. Pennsylvania will lawyer and asset protection planner David M. Frees III comments on the article.
• Wall Street Journal on How To Challenge the IRS: Do you have questions about challenging the IRS on a estate, gift, or income issue?  The Wall Street Journal (WSJ) has an excellent interview on challenging the IRS.
  
  To visit the Wall Street Journal and to watch the IRS challenge video clcik here.
  
  This link has been brought to you by David M. Frees III Esquire and Unruh, Turner Burke and Frees wtih law offices in Malvern, West Chester and Phoenixville.  These offices serve communities throughout Chester and Montgomery Counties including Berwyn, Malver, Devon, Exton, Wayne, Chester Springs and may more.
  
  For a complimentary will, trust or elder law consultation call: 610-933-8069 and mention Code:  FREES 2010 for your disount and free reports.
• Wikipedia - Federal Estate Taxes: This is a link to the Wikipedia section on Federal Estate Taxes. Care should be taken in consulting this resource.

Protecting Heirs from Divorce and Litigation

• More blog articles for Protecting Heirs from Divorce and Litigation: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

Wills and Trusts

• Dave Frees on Beneficary Controlled Trusts - Protecting Your Heirs From Divorce: In this brief video, David M. Frees III describes how the best trust for your heirs might be an asset protection trust. Worried that an heir might lose his or her inheritance to a divorce or lawsuit? This video has the answers for protecting your heirs.
• Estate and Trust Blog: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• Free Will Reviews Ans Estate Tax Reviews If You Live In Pennsylvania: If you have been putting off that important will, trust, living will, power of attorney, or medical power review, then your procrastination has just paid off.
  
  You have officially won the battle with the estate planning guilt you might have been feeling.
  
  Click here now for more information on David Frees' free will or trust review offer.
  
  David Frees, Chairman of the Trust, Estate, and Asset Protection Sections of Unruh, Turner, Burke and Frees has decided to offer his clients and the first twenty five non clients to respond, a free will, trust, or estate tax and planning review.
  
  Why?
  
  "Well, most of our clients need to review their wills, trusts, powers of attorney and health care documents.  We are lucky since we are so busy, but we have also hired some new staff, a new attorney, and have invested in some new software to help us to deal with the problems casued by termination of the federal estate tax and its expected return in 2011."
  
  And, we do free will reviews for many clients, many trust departments, banks and others.  So, why not invest in more of our own clients and new clients who really need the review but aren't sure if they need new documents or not and who don't want a lawyer's bill just to find out the answer.
  
  It may be that your old documents are fine.  If so, we'll tell you.  It may also be that they need to be updated. 
  
  So, if you'd like to know more about this complimentary offer for a will or trust review by me or one of my trust and estate lawyers, just click here for more information about a free will or trust review.
  
  Call right now to be one of the first 25 Pennsylvania residents to get a free consultatioon in April or May.  Book now by calling Donna, Denise or Beth.  To qualify for one of these free will reviews, please mention David Frees' free will review offer when you call.  Call 610-933-8069 and mention the free will review offer from David Frees.
• Information on Planned Giving Tools and Techniques: This is a very information rich source of planned giving news, advice and techniques.
• Legalese and Estate Planning Definitions: Great definitions of legal terminology on wills, trusts, and estates.
• The GRAT Grantor Retained Annuity Trust: In this blog and video David M. Frees III of Unruh, Turner, Burke and Frees explains the uses of the GRAT and how it can work to move assets to the next generation. Pennsylvania residents looking for the best estate planning techniques should consider the GRAT to move assets at their current low values and given the historic low interest rates.
• Why You May Need A Will If You Have A Living Trust: Wonder why you might need a will even if you have a trust?
  
  Want to know why it might cost you more money to have an old trust?
  
  This article gives you the answers to thsoe and other trust and will questions

Executor, Trustees and Probate

• Michael Jackson Law Suit and Probate: This brief story about the settlement of a lawsuit against the estate of Michael Jackson points out the need for comprehensive powers in powers of attorney, wills, and trusts allowing the fiduciaries to bring and to settle lawsuits, claims and litigation. Is the powers clause of your will, trust, or power of attorney good enough?
• More blog articles for Executor, Trustees and Probate: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• Probate Fees In The Five County Philadelphia Area: This chart displays the probate fees in and around Philadelphia, including probate fees in Chester County, Montgomery County, Delaware County, and Bucks County. Pennsylvania will and probate attorney David M. Frees brings you information that you, as an executor can use.
• Senator Ted Kennedy's Wil and The Use of Trusts & Non Family Trustees and Executors: This article explains some of the details of Senator Kennedy's will and how the family made use of trusts. It also discusses his use of non family executors and trustees.
• Wizard of Oz Munchkin Probate Disputes: This article points out the need to establishe the capacity of a person giving a power of attorney.

Ideas and Information That Make Life Better

• Dave Frees, The Dalai Lama, and Sir Richard Branson: An article on Dave Frees, The Dalai Lama and billionaire Richard Branson attending the Engage Today conference in Canada.
• Information About Buying Used Cars For Yourself or a Family Member: Are you buying a used car for yourself or a child or grandchild?  Read this great used are checklist and buying tips from AOL.

Special Needs Trusts

• Trust Protectors For Special Needs Trusts: When a child or adult relative recceives governmet benefits, or special benefits and programs as a result of a special need or condition, it is important to carefully plan your estate, or lifetime gifts for the benefit of that child or adult to provide for them without disqualifying them from their benefits.
  
  Special needs trusts can be the answer.  But selection of the trustee and in some cases a trust protector can be vitally important.
  Click here for a brief article on trust protectors for special needs trusts.
  
  Brought to you by David M Frees III
  610-933-8069

General

• 529 Alalyzer College Savings Calculator: This link gives you a tool to prepare for gifts to children and grandchildren for college and education. A Pennsylvania estate planning, and will lawyer gives you access to the resources that you need for college savings, 529 planning
• Corporate Tax Crack Down - War on privacy or stopping the pirates?: Anderson cooper on the Obama administration's war on corporate tax avoidance.
• David M Frees III at UTBF: This is David M. Frees III's bio at www.utbf.com
• David's Biography: More information and ratings of will attorney David M Frees III
• Family Limited Partnerships: The Wall Street Journal's great review of FLPs
• Great Business Information and Intelligence: The CIA web site is a wealth of information that business owners and executive should have right at their finger tips. This is a link to the CIA Library and Fact Book.
• HR 436 and Federal Estate Tax: HR 436 is still in committee but would make some major changes in the federal estate tax law. How would this law affect Pennsylvania residents? No tax for estates of less than $3.5 million and possibly much higher taxes on closely held businesses, farms and real estate over that amount.
• IRS Estate Tax Forms: This is a link to the IRS estate and gift tax forms available for download.
• More blog articles for Elder Law Trusts, Contracts, Checklists and Solutions: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.
• More on Senate Budget Vote on Death Tax
• MSNBC News: Link to important business news affecting estates and estate planning and asset protection
• NY Times Business Page for Up To Date Business News That Affects Your Estate: This is a great resource for up to the minute news affecting your finances, your business and your estate.
• NY Times Death Tax Editorial
• Off Shore Accounts
• Pennsylvania Attorney David Frees - Wills, Trusts, Estates, and Asset Protection: Learn more about will, trust and estate lawyer David Frees. David has law offices in Malvern, Phoenixville, and West Chester and is well known as an estate planning and asset protection lawyer as well as an author and expert in the field of human communications and family communications.
• Probate Lawyer: Attorney blog on Probate Issues
• Repealing The Death Tax _ heritage Foundation: This article contains 7 Reasons why To Repeal Not Fix the federal estate tax.
• Twitter - To Stay In Touch: Twitter is a site that allows users to keep friends, clients, customers, and family members appraised of important information. It allows its users to share information and valuable resources, ideas, and information.
• You Must File Gift Tax Return 709: If you make a gift of 13,000 dollars per year to any one person you need to file a 709 gift tax return. This 709 gift tax return is complicated and cumbersome. Every time you make a gift of this amount you need to file a 709. Some people have thier financial advisors handle this and others may need or want thier lawyer to do it. Find out more about this form at this link.
  
  
  For more information on  making gifts,gift taxes, and related gift tax issues please click here
  
  For additional articles about gift taxes click here

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