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 HOLIDAY 2017 NEWSLETTER UTBF HOLIDAY 2017 NEWSLETTER, client estate planning information and legal updates, lifestyle -
Pumpkin Pancakes - Wintery, Warm, Fluffy, and Delicious: The Comic/Culinary Mind Of Dave Frees thanksgiving, pumpkin pancakes, food blog spoof, -
UTBF Fall 2017 Client Newsletter Client newsletter and updates regarding estate planning, lifestyle, contests -
UTBF Summer 2017 Client News and Update Summer 2017 client update and newsletter regarding estate planning, estate administration, Welcome to the Real World Package, -
UTBF Client Newsletter - Spring 2017 Spring 2017 client update and newsletter regarding estate planning, estate administration, power of attorney for college age adults -
Your Holiday 2016 Newsletter Is Here! UTBF client information and updates in estate planning and trusts -
Read your Fall 2016 Edition of the Newsletter Here! Fall 2016 UTBF client news and updates, newsletter -
Spring 2016 Edition of UTBF Client Newsletter UTBF Client Updates and News in estate planning and elder law, recipes, client spotlight, protect your assets, community events -
UTBF Holiday 2015 Client Newsletter UTBF Client Updates and News in estate planning and elder law. recipes, client spotlight, protect your assets, community events -
UTBF Client Summer 2015 Update Now Available estate planning news and updates -
Your UTBF Spring 2015 Client Newsletter Is Now Posted UTBF Client Newsletter Spring 2015, estate planning secrets, worst estate planning mistakes, elder law resources -
Estate Planning: Some Keys To Real Success and 5 Mistakes to Avoid federal estate tax exclusion explained, dangers and opportunities in estate planning -
UTBF Estate Planning Diagnostic/Questionnaire - Get Ready For Your Appointment UTBF Estate Planning Preparation and Diagnostic Questionnaire: How To Get Ready For An Estate Planning Appointment Review The Questions and Information You Need -
A Little Thank You Gift - Holiday Recipes 2014 Holiday recipes as a thank you gift to clients -
UTBF Winter 2014 Client Update Available! Estate planning, estate administration and elder law updates, recipes and general interest information -
The Supreme Court Rule: Inherited IRA's are Not Protected. How Do You Build Protection For Your Heirs When you Leave Them and IRA or 401(k)? The Supreme Court Rules on inherited IRAs, they are not protected from creditors, ways to protect the IRA and retirement assets for your heirs -
ElderLawDiscount Discount program for clients needing elder law services -
Make Sure Your IRA, 401(k), Life Insurance, Annuity,Investment and Bank Account Beneficiary Designations Match Your Estate Planning The Beneficiary Designation Guide and Report