Legal Article Library | Pennsylvania Legal Information For Estate Planning, Elder Law, Asset Protection, Family Inheritance Disputes, Wills & More
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 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-Keys To Real Success and 5 Mistakes to Avoid federal estate tax exclusion explained, dangers and opportunities in estate planning -
UTBF Estate Planning Questionnaire 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 -
Beneficiary Designations Report Essential reminders about beneficiary designations as part of your estate planning with focus on life insurance, IRA and 401(k) beneficiary designations. -
Read the UTBF Client Newsletter - Holiday 2013 Edition Client Newsletter about new PA inheritance tax law regarding passing on your family business. Holiday gift guide. -
Summer 2013 Client Newsletter This newsletter covers estate planning issues and news about the firm -
The Importance of Having a Residuary Clause in a Trust the importance of having a residuary clause in your trust -
Client Spring Update and Newsletter March 2013 Client updates and information on changes to Pennsylvania will, trust, estate, and death tax laws -
The Importance of Having a Residuary Clause in a Will Importance and purpose of having a residuary clause in your will -
Assets That Can Skip Probate Not all assets owned by someone who passes away pass under the will. Some skip probate completely. But, this can be a blessing and a curse. Probate and estate attorney David M Frees on assets that pass outside of the will -
Agriculture Exemption from Pennsylvania Inheritance Tax Act 85 of 2012 provides a tax exemption for agriculture farmers which allows them to keep their family run farm business operating.