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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Quick Overview of Estate Tax News and Analysis of How Estate Tax Now Affects YouA quick link to news stories and analysis on the lapse of the federal estate tax and how the change in 2010 affects you. And, the dirty little secret of why you might owe more tax not less.
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Estate Planning - The Issues and Strategies For Families With Minor ChildrenPennsylvania attorney David M. Frees III on estate planning issues unique to families with young children. Have children 18 or under? Then this article is essential reading.
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Estate Tax Mess - The Times Says "Americans Deserve Better"The New York Times Opinion piece on the mess in the federal estate tax situation.
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Congress has Created A Very Big Mess. What do You Do About Your Will or Trust Now?Pennsylvania Will, Trust, and Estate lawyer David Frees and Forbes Magazine on the estate planning turmoil created by Congress' failure to act on Estate Taxes. Decisions now have to be made very quickly and many wills simply will not work properly.
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Why Congress' Failure Today On Estate Tax Reform Might Really Hurt You.Congress has failed to act to extend the federal estate tax. But, your documents might not work properly, and there is now a hidden tax that might even be worse for your family.
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David Frees Achieves AVVO's Highest Rating 10.0David Frees a Pennsylvania lawyer whose practice focuses on wills, trusts, estates, estate planning and probate has achieved AVVO's highest lawyer rating of Superb or 10.0
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529 Plans The Top Five ReasonsThe five top reasons to do a 529 Plan to save for college education and web resources for more information about the Pennsylvania 529 and how to compare the pros and cons of state 529 plans
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Tiger Woods, Prenuptials and Estate Planning For Second MarriagesTiger Woods disaster reminds us that prenuptials aren't just for divorce. Prenups and post-nuptial agreements are a powerful too for avoiding disputes about estate planning in second marriages.
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Estate Tax or "Death Tax" Revisions Pass The US House - What Will You Do?What do Pennsylvania residents need to know about the estate tax bill that just passed in the house and how will your documents change?
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News You Need To Know On The Federal Estate Tax and HB 3905 and HB 4154Are you worried about the federal estate tax changes? Up to date news on proposed changes to the federal estate tax and a brief review of the effects of these two proposed bills on the federal estate tax changes.
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When It Comes To Bank and Investment Accounts Less Can Be MoreMany clients have too many bank and investment accounts. Keeping track of lose stock certificates and multiple cds and investment accounts can drive up fees, result in lost accounts and information, and make planning almost impossible. When is a lot of accounts too many?
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Asset Protection Trusts Just Got Better - Does Your Trust and Estate Planning Layer Know This?The IRS has just issued an important PLR (Private Letter Ruling) on the estate taxation of asset protection trusts. If you have or are considering an domestic asset protection trust from one of the 12 states that permit them, then it is vital that you review this new information with your will, asset protection, or estate planning attorney and tax advisers.
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Will The Federal Estate Tax Ever End? Probably Not But Here is News on The Death TaxIn this brief article, get the latest news on the reform or abolition of the federal estate tax and specifically the new bill HB 3905 from will, trust and estate lawyer David M. Frees III.
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Do On Line Wills Really Work? LAwyers vs. The Wall Street Journal Consumer Columnist on Self Help WillsThis is a lively debate about whether or not you should use an on line will service or a self help will program to do your own will. The Wall Street Journal reporter may have blown this one. You decide.
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Does Pennsylvania Have A Tax On End of Year Gifts to Children and Grandchildren?Are your gifts to children and grandchildren at the end of the year for Federal estate tax planning also subject to Pennsylvania gift taxes? There is no gift tax in Pennsylvania but there is a one year recapture for gifts made within one year of death and Pennsylvania does have an inheritance and estate tax.
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When Probate is Good. The Five Times You Really Want To Probate A Will and The Probate Judge Is Your Best FriendThere are times when, as an executor you do not want to avoid probate. There are times when you want to probate a will for your own protection. The probate court can be your best friend if any of these situations arise.
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Estate Planning, Gifts, and the End of the Year - Beware of A Common and Horrible Mistakeend of the year planning, gifting, common mistake
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Starting the Probate Process In Pennsylvania
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Time is Money - Making Your Estate Plan Efficient and cost Effective
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Protecting Your Estate and Wealth: Do You Rush in Or Go Slow as Markets "Recover"?