Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible.
To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.
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UTBF Client Newsletter Summer 2022 estate planning alerts and elder law; client newsletter -
Protecting Your Heirs From Federal Estate Tax When One Spouse Dies – The IRS Has Extended The Time to File A “Portability Return” From 2 Years to 5 Years. If You Are A Surviving Spouse This Is Vitally Important to Protecting Your Heirs From Possible Federal Estate Tax At Your Death! portability return; form 706; time to file portability return -
UTBF SPRING 2022 Client Newsletter spring update newsletter -
Fall/ Holiday 2021 UTBF Client Newsletter end of year estate planning strategies; -
UTBF Summer 2021 Client Newsletter UTBF client news and updates on estate planning; cryptocurrency and digital investments; elder law program; executor training -
UTBF Elder Law Information Session - June 3,2021 Elder Law Information Session; Elder law planning; free elder law information; pennsylvania elder law attorney -
UTBF Spring 2021 Client Newsletter UTBF Client News and Updates; spring client newsletter, -
UTBF 2020 Fall - Holiday Client Newsletter holiday recipes, important end of the year estate planning tips, end of the year gifting, holiday gift guide -
UTBF Summer 2020 Client Newsletter important legal updates, estate planning during covid-19, summer recipes -
UTBF Spring 2020 Newsletter Trust and Estate Planning News and Updates, estate planning during coronavirus -
UTBF Client Newsletters estate planning updates; planning during coronavirus; colonial theatre event; executor training; executor bootcamp; -
HOliday 2019 UTBF Trust and Estate Planning News and Updates Estate planning client news and updates; -
UTBF Fall 2019 Trust and Estate Planning News and Updates Estate Planning Client News and Updates, recipes, spotlight, secure act, elder law -
UTBF Summer 2019 Client News and Updates UTBF Summer 2019 Client News and Updates; estate planning information; -
UTBF Spring 2019 Client News and Updates estate planning updates, legal updates, executor teleconference; client legal newsletter -
UTBF Holiday 2018 Client News and Updates informative legal articles and client updates, client newsletter -
The UTBF 2019 Holiday Gift and Experience Guide The UTBF 2018 Holiday Gift and Experience Guide -
UTBF Fall 2018 Client Newsletter estate planning news and updates; recipes; legal updates and information -
UTBF Summer 2018 Client News and Updates Newsletter Client Updates and Estate Planning News