This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potential clients informed, engaged, and connected to the latest news, trends, and current events regarding Pennsylvania asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law.
Learn more about the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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Have An IRA Or 401(K) That You Might Leave To Your Heirs? If So, You Need To Know That The Government, And Both Political Parties, Are Preparing To Hit Your Heirs With Some Very Negative Tax Consequences… And What To Do About itIRA inheritance taxes; asset protection; estate planning techniques;
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Who Determines the Disposition of Your Remains and Funeral Arrangements?The Next-of-Kin Default Rules in Pennsylvania and How a Statement of Contrary Intent Can Override It.
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Explore Some of Our Favorite Summer Recipesbbq, barbeque recipes, summer bbq recipes,
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Are You Named As An Executor or Trustee When A Spouse Or Parent Dies OR Have You Appointed One Or More Under Your Will and/or Trust?estate administration, appointing executors, trustees, hiring an attorney for estate
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Do Your Will and Power of Attorney Cover Digital Assets?digital assets, estate planning for digital assets, frequent flyer account inheritance;
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Need Inspiration for the Holidays? We've Curated Appetizer, Sides, Main Courses, Desserts, Hot Drinks & CocktailsNeed last minute recipes for any holiday meal for every course? Enjoy! We've got you covered
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IRS Announces New Estate Tax and Gifting NumbersHow much you can gift each year, gifting, estate tax exemption
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[RESOURCES] Being and Helping Your Family Caregivers For Elderly Parents and GrandparentsLearn more about being a family caregiver and helping family caregivers for elderly parents and family members. Resources for caregivers & family members alike
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April 12 is Grilled Cheese Day - Some Recipes Below That You Will Want to Make!fancy grilled cheese recipes for national grilled cheese day, client appreciation
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Celebrate Homemade Soup Day and Try One or All of These Recipeshomemade soup recipes from clients and staff of UTBF
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The Quickest Apple Tart Ever and More Holiday Gifts For You and Your Family From UTBFUnruh Turner Burke & Frees - holiday casseroles, sweet and savory recipes,
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[Updated 2022 / 2023 Ed.] Gifting and Other End of Year Estate Planning for 2022 and 2023year-end estate planning tips, strategies and actions you need to consider to protect your heirs and your assets. 2021 Update
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Elder Law Planning: A Discussion of “Crisis Medicaid Planning” As Upheld in Zahner CaseThis crisis medicaid planning article explains how to protect your spouse or how to preserve assets of nursing home residents with Zahner case as an example.
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[UPDATED] Is Your Power of Attorney Document Up to Date?power of attorney new requirements; is your Pennsylvania financial power of attorney document up to date?
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Need an extension to file? There's still time to file! Here's the link to get IRS FORM 4868 Extension To File Income and Gift Tax ReturnsHere's the link to find and quickly download the extension of time to file your tax individual income and gift tax returns 4868
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[CHECKLIST] 5 Important Issues To Consider In Your Own Estate PlanningFive overlooked but vitally important estate planning issues by attorney David Frees. Think about these or your plan may not work to achieve your goals
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IRAs and Charitable End of Year Gifting BACK....BUT ONLY UNTIL DECEMBER 31, 2014!End of Year Planning If You're age 70 or older, IRA and charitable end of year gifting
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Are You An Executor? Learn these seven important steps...Information for executors of wills in Pennsylvania
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Why Do I Need To Fill Out So Much Estate Planning Information?Estate planning really requires the lawyer who is helping you to understand your assets, how they are owned, and their value in order to give you good advice.
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Will Your Family Business Die With You?Many families do not have a succession plan for their business. 70% of family businesses do not survive to the next generation. What you can do to change that