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Wills and Trusts
- What is a $100,000 Charitable Trust Worth 91 Years Later?
- When Do Your Children Need A Will Or Estate Planning? The Answer Might Surprise You
- The Trust Protector: Why Have One and more...
- Why Update Your Will? In This Case Your Head Might Be Frozen
- Why Old Trusts Might Cost Yor Estate Money and Why You Still Need A Will
- Do On Line Wills Really Work? LAwyers vs. The Wall Street Journal Consumer Columnist on Self Help Wills
- Edward Kennedy's Will and The Estate Planning Lessons You Should Heed
- Protecting Your Estate Plan and Will From Challenges
- Is Your Estate Plan or Will Bullet Proof? Preventing Successful Will Challenges
- Why You Need A Will - According To USA Today
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- Posted on 9/6/2010Do You Need A Power Of Attorney from Your College Student?
- Posted on 1/17/2010How To Avoid Family Disputes - How To Deal With Your Posessions
- Posted on 12/10/2009Dave Frees Best Of The Main Line - Trusts and Estates
Library
The GRAT and Walton GRAT in Your Estate Plan
In this video, David M. Frees III, Esquire explores why giving your house to a child, grandchild or otehr heir can actually raise the taxes they wiill pay and the factors that you need to consider before engaging in this easy but complicated technique.The Grantor Retained Annuity Trust or GRAt is a powerful estate tax planning technique for Pennsylvania residents. For affluent and modestly affluent families, the GRAT allows them to move massive amounts of growth and value to their children without incurring gift taxes. Pennsylvania residents can use the GRAT at these historically low interest rates and with businesses and stock and realestate at suc low values to move all appreciation on such assets without incurring tax and still have the retained use of the assets.
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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
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Wills and Trusts
- Which is Better The Will or Revocable Living Trust? The probate vs. non probate debate continues.
- If we have a child named as a beneficiary of an account or POD (Pay On Death) and that child goes into bankruptcy, can our assets be taken away?
- Do I give up control to my trustee if I create a revocable or living trust?