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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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 -
Your Estate Planning Isn't Done Until You're Sure About The IRA, 401(k) Annuity and Other Beneficiary Designations 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 - But Be Careful! 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. -
Taxation of Mineral Rights and Natural Gas Benefits for Pennsylvania Inheritance Tax Department of Revenue's policy regarding the taxation of mineral rights and natural gas interests. -
The Estate and Gift Tax Law Has Changed - Should Your Estate Plan? The new estate and gift tax laws offer some new planning possibilities & dangers. Get the scoop on the 2013 estate and gift tax changes and what to do -
Unruh Turner Burke and Frees Client Newsletter 2012 End Of Year This edition of the client newsletter has important estate and trust tips and estate planning news -
Think Twice Before Accepting Executor's Fees in Pennsylvania Individuals listed as an executor in a Will may want to consider waiving their executor's fee for tax saving purposes. -
What You Need to Know About Pre-Nuptial Agreements;and Your Estate Plan Pre-Nuptial agreements are an estate planning tool used to preserve your assets in the event of divorce or death. They are also used when families bend together -
Malvern Mediation Lawyer Offers Advice on When to Choose Mediation in Trust and Estate Disputes Mediation is a good alternative to litigation in many cases. A Malvern mediation lawyer offers advice on when to mediate your dispute. -
The Benefits of Avoiding Probate When Settling an Estate Avoiding probate when settling an estate can speed up the process; a Pennsylvania probate attorney can help you do this. -
Thanks To A New Pennsylvania Case On Nursing Home Obligations You Might Now Be Liable For Your Parents Nursing Home Bills A new Pennsylvania case might make you responsible to pay your parents nursing home bills and imposes liability based on the relationship and "ability to pay." -
Impact of Pennsylvania Inheritance Tax on Same-Sex Couples: How an Inheritance Lawyer Can Help Same-sex couples may face Pennsylvania inheritance tax issues when filing. Get the help of an inheritance lawyer today if you have questions. -
Choosing an Executor for Your Will and Estate in Pennsylvania (Part B) Choosing an executor for your estate is complex, but you may be better served by selecting a Pennsylvania probate or estate lawyer for the job. -
Choosing an Executor for Your Will and Estate in Pennsylvania (Part A) Choosing an executor of your estate is no small task, but then neither is the task of being an executor. Call a Pennsylvania probate lawyer for guidance.