This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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Red Alert - Biden's Tax Plan Means Big Changes to Estate and Gift Planning!!Proposed changes to federal estate tax law and other important tax statutes could have an enormous impact on estate planning and gifting.
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PPP Loan Forgiveness and Expense DeductibilityWaiting to apply for Paycheck Protection Program (PPP) loan forgiveness because of uncertainty surrounding the deductibility of PPP expenses? New IRS ruling provides guidance.
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IRS Alert for Required Minimum Distributions Waivers for 2020!Congress recently passed legislation called the CARES Act, which among other things, waives the Required Minimum Distributions (“RMDs”) for the 2020 year.
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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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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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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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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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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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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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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
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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 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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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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More IRA Tax Relief From The IRS for Those Over 70 with Required Minimum Distributions