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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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...
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Real Ideas and Information on An Estate Tax Situation that is CrazyEstate and trust lawyer David M. Frees III on real information and strategies to use during this period of estate tax uncertainty and into next year when the estate tax returns with a vengeance.
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What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?As fewer young couple choose marriage and more chose cohabitation, the need for estate and tax planning become greater and couple need to be even more careful.
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What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?As fewer young couple choose marriage and more chose cohabitation, the need for estate and tax planning become greater and couple need to be even more careful.
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Asset Protection Of Bank Accounts - It's Not All About The Signature CardA Florida bankruptcy judge has rules that a couples' actions after establishing a bank account might destroy the protected joint status of that account. This is a good to know in any jurisdiction
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Gift Tax Myths and Realities For 2010.The federal estate tax is dead. Think the gift tax is gone. Think again before making that gift and make sure to do it right. Attorney David Frees reviews some of the myths and realities about the gift tax in 2010.
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Great Review Of New Year Estate Planning Issues and DangersCBS has published a great review of estate tax changes, and dangers lurking if you fail to plan.
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Financial Tip: Great Finanicial News and Information WesiteThis link has loads of financial information but pay especially close attention to the daily videos posted which are filled with great content.
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2010 Useful Ideas For The New Year and BeyondEstate and Trust lawyer David Frees is well known for bringing his clients and readers great tips and tools for estate planning, as well as lifestyle and business. Read his newest list.
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Forget the Federal Etate Tax - According To Russia We Have Bigger ProblemsWhile this blog usually focuses on estate planning, asset protection, how to administer estates and trusts, and related topics, we felt compelled to report that Russian academics are predicting the fall of the US by autumn. That makes retroactive taxes seem tame.
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Married To A Wealthy Spouse? Under the New Law You Might Find Yourself DisinheritedUnder the estate tax mess left by Congress, a spouse might accidentally be disinherited according to the Wall Street Journal and Pennsylvania estate and trust lawyer David M. Frees III