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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PPP Loan Forgiveness and Expense Deductibility Waiting to apply for Paycheck Protection Program (PPP) loan forgiveness because of uncertainty surrounding the deductibility of PPP expenses? New IRS ruling provides guidance. -
UTBF's Annual Gift Guide (2022 edition - Updated With Even More New Ideas) Unique gift ideas for your friends and family -
Shop Local To Support Your Community There are so many great local businesses that could use your support over the holidays. Please consider purchasing gift cards to restaurants, many of who are offering curbside pickup or onsite dining options. -
[Retirement Plan Alert] IRS Issues Updated Guidance on Early Withdrawals According to the Internal Revenue Service (“IRS”), anyone, including household family members, who have lost pay during the COVID-19 pandemic is now eligible for a retirement account payout without penalty. -
UTBF Business Client Alert: Pennsylvania has updated its list of life-sustaining and non-life-sustaining businesses for the state. These distinctions are important because Governor Wolf has previously ordered all non-life-sustaining businesses to close their physical offices in the effort to slow the spread of the coronavirus. -
[Thought Provoking Quarantine Ideas & Some Thoughts On Making It Better - You'll Be Shocked To Learn About Shakespeare and Newton] covid-19; coronavirus 2020 survival tips; sir isaac newton; mental health tips; -
UTBF’s COVID-19 Client/Staff Safety & Preparedness COVID-19 client and staff safety plan; UTBF emergency preparedness; coronavirus precautions -
Explore Some of Our Favorite Summer Recipes bbq, barbeque recipes, summer bbq recipes, -
Need Inspiration for the Holidays? We've Curated Appetizer, Sides, Main Courses, Desserts, Hot Drinks & Cocktails Need last minute recipes for any holiday meal for every course? Enjoy! We've got you covered -
IRS Announces New Estate Tax and Gifting Numbers How much you can gift each year, gifting, estate tax exemption -
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 -
Celebrate Homemade Soup Day and Try One or All of These Recipes homemade soup recipes from clients and staff of UTBF -
The Quickest Apple Tart Ever and More Holiday Gifts For You and Your Family From UTBF Unruh Turner Burke & Frees - holiday casseroles, sweet and savory recipes, -
Elder Law Planning: A Discussion of “Crisis Medicaid Planning” As Upheld in Zahner Case This 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. -
[CHECKLIST] 5 Important Issues To Consider In Your Own Estate Planning Five overlooked but vitally important estate planning issues by attorney David Frees. Think about these or your plan may not work to achieve your goals -
Are You An Executor? Learn these seven important steps... Information for executors of wills in Pennsylvania -
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. -
Avoiding Will Contests - What The Lawyers Need To Know Avoiding will contests requires you to disclose information. What must be disclosed and why? -
Avoiding Will Contests - Information The Lawyers Need To Know Avoiding will contests requires you to disclose information. What must be disclosed and why? -
Qualified Personal Residence Trust Pennsylvania and Estate Planning An estate planning option is a qualified personal residence trust, Pennsylvania homeowners can utilize this with help of a Phoenixville estate planning lawyer.