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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The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010Worried about the estate tax and how it might affect you and your family in 2011? Several billionaires have died in 2010 when no tax applies. But the estate tax returns soon...
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Federal Estate Tax Returns- Can An Executor Get An Extension To File?Need an extension to file the form 706 federal estate tax return? Find out how to get the extension to file when the federal estate tax returns in 2011.
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Equine and Pet Trusts and Wills - Should Your Pets Be In Your Estate Plan?Do you need a will or trust to provide for the care of your horse, cat, or dog? Estate plans now often cover our pets and live stock.
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What is a $100,000 Charitable Trust Worth 91 Years Later?Interested in setting up a charitable trust? Curious about how it can grow and what a trust can do? In this case, the court uses cy pres to keep a trust going for it's intended purpose..
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The Federal Estate Tax Morass Continues - What Do You Do With Your Pennsylvania Estate Plan?Pennsylvanians, like most americans want clear answers as to how to revise their estate plans. Yet congress continues to fail to pass a federal estate tax bill. Attorney David Frees review the most recent pronouncements by the IRS.
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When Do Your Children Need A Will Or Estate Planning? The Answer Might Surprise YouMany parents wonder when their children need to do a will, trust, power of attorney, or basic estate planning. In this brief essay, attorney David M. Frees reviews the reasons for your children to consider wills or other estate planning documents and whether or not you should pay for them.
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Federal Estate Tax News For PennsylvaniansAre you looking for a will, trust, or estate planning lawyer in Pennsylvania and wondering what is happening with the federal estate tax?
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The Family Limited Patnership In Estate and Business PlanningThe Family Limited Partnership is alive and well in estate planning. However, you must be more cautious than ever to take advantage of the many business and estate planning benefits of the FLP to avoid IRS scrutiny pr challenge.
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Another Federal Estate Tax Bill Is Dead - What Should You Do Now?Will, trust and estate lawyer David Frees on the latest federal estate tax (or death tax)motion fails. New analysis about what to do with your will and trust.
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Estate Tax News: Pressure on Congress To Act On The Federal Estate TaxMany wealthy individuals are appearing before congress to pressure action on reinstating the federal estate tax. The latest news on the federal estate tax
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Senate Action Urged on Federal Estate TaxFinally, someone in the senate is asking that Estate Tax action be added to the legislative agenda. without some action, only one million dollars will be sheltered from tax after January 1, 2011.
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Congress Is Moving Toward Eliination of Short Term GRATsGRATs or Grantor Retained Annuity Trusts have been saving families millions of dollars of estate taxes. Now, they are under siege in Congress....
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Another View From Pennsylvania on The Federal Estate Tax and YouWe bring you a variety of views and information on the federal estate tax and how it affects you as a Pennsylvania resident
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The Trust Protector: Why Have One and more...One of the best or worst estate planning techniques available today is the use of a trust protector for your trusts under your will or for your irrevocable trust. How can it be both the best and the worst?....
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Ever Wanted To Do A GRAT to Save Estate Taxes? They Might Not Work SoonShort term GRATs are under attack by Congress. This is a great technique for families or individuals with assets that are appreciating in value. A recent bill passed ban the house would ban the short term grat. Read more for what to do now.
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Almost half of American Households Pay No Income TaxMore news, sources and information on why 47% of American households pay no income tax.
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What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?Estate planning for Pennsylvania residents just got harder thanks to the uncertainty created by Congress. Estate planning attorney David M Frees found a great article so that you can see what the insurance sales industry is saying about life insurance and estate planning behind your back...
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Estate Tax, Lobbiests, and New Information for 2010New information on the estate tax, lobbying congress and changes for 2010 and 2011 from Pennsylvania estate, and trust lawyer - attorney David Frees
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Why Update Your Will? In This Case Your Head Might Be FrozenIt is important to update your will. When your wishes change you need to go through the formality of changing your will. See this case in which a woman's wishes that her head be frozen were honored despite a challenge to her will...
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Why Old Trusts Might Cost Yor Estate Money and Why You Still Need A WillIf you created a trust to try to save money, you might be surprised to know that the attorney general of Pennsylvania shut down several trust mills that used non lawyers or lawyers that the client never saw to create trusts that might not work properly and which might actually raise your estate expenses. Some of these plans also lacked...