Online Resources & 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 However, it is difficult to know which sources to trust and which internet sites are outdated or inaccurate. And, we have a huge set of resources for you right here on the site.  So before you run off into the world of internet resources just search this site and you might find some great videos, checklists, articles, books, and reports right here.

Just in case you can't find what you're looking for right here, then below we've listed a number of online resources and sources that our clients have found helpful 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.

 

Elder Law:

Are you obligated to pay for a parent or grand parent's nursing home costs in Pennsylvania?

 

Estate Planning:

Gifting to children and grandchildren

 

Estate and Inheritance Tax Planning

 

A Free Report For Executors To Keep You From Getting In Trouble

 

Protecting Your Heirs' Inheritance From Divorce Taxation and Lawsuits

 

Mediation of Family Business, Estate, Will and Trust Disputes

Estate and Inheritance Tax Planning

Asset Protection for You and Your Heirs

Protecting Heirs from Divorce and Litigation

Elder Law Solutions

  • Pennsylvania Department of Aging - A Contact Resource

    Resources for Seniors -
    PA Department of Aging Contact Information


    The Pennsylvania Department of Aging has an excellent informational website designed specifically for seniors and their families that describes all of their services offered and the ways to obtain them.


    http://sites.state.pa.us/pa_exec/aging/ly_aaa.html 

    The website for the Pennsylvania Association of
    Area Agencies on Aging is:

    www.p4a.org 

    and their telephone number is 717-541-4214.

    The
    Pennsylvania Department of Aging website also provides a listing of telephone numbers, addresses and links available by county listing map, city or zip code, or by calling 717-783-1549 or emailing [email protected]

    The Department of Aging’s toll-free numbers are as follows:
    PACE: 1-800-255-7223

    APPRISE (Insurance Assistance): 1-800-783-7067

    Elder Abuse: 1-800-490-8505

    Property Tax/Rent Rebate: 1-800-222-9191

    Alzheimer’s Information: 1-800-367-5115

    Long Term Care Helpline 1-866-266-3636

    Additional elder law resources to help you to plan for an aging or elderly family member and to protect assets when a nurisng home might be needed can be provided by Unruh, Turner, Burke and Frees.

    To get yor free elder law reports call 610-933-8069 and mention David Frees when requesting your reports.

    David can also be reached at [email protected] and 
    mention elder law reports and nursing home reports
    in the subject lien of your email. 

Wills, Trusts and Probate

  • 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.

  • Legalese and Estate Planning Definitions

    Great definitions of legal terminology on wills, trusts, and estates.

  • 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

  • Information on Planned Giving Tools and Techniques

    This is a very information rich source of planned giving news, advice and techniques.

  • 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.

  • 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.

  • 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.

Executor, Trustees and Probate

  • 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.

  • 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?

  • Wizard of Oz Munchkin Probate Disputes

    This article points out the need to establishe the capacity of a person giving a power of attorney.

  • 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.

  • 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.

Ideas and Information That Make Life Better

Local News and Information

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

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