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 Summer 2015 Update Now Availableestate planning news and updates
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Your UTBF Spring 2015 Client Newsletter Is Now PostedUTBF Client Newsletter Spring 2015, estate planning secrets, worst estate planning mistakes, elder law resources
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Estate Planning: Some Keys To Real Success and 5 Mistakes to Avoidfederal estate tax exclusion explained, dangers and opportunities in estate planning
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The Ten Worst Estate Planning Mistakes, What They Are and How to Solve and Avoid Them
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UTBF Estate Planning Diagnostic/Questionnaire - Get Ready For Your AppointmentUTBF Estate Planning Preparation and Diagnostic Questionnaire: How To Get Ready For An Estate Planning Appointment Review The Questions and Information You Need
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A Little Thank You Gift - Holiday Recipes 2014Holiday recipes as a thank you gift to clients
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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
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ElderLawDiscountDiscount program for clients needing elder law services
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Make Sure Your IRA, 401(k), Life Insurance, Annuity,Investment and Bank Account Beneficiary Designations Match Your Estate PlanningThe Beneficiary Designation Guide and Report
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Your Estate Planning Isn't Done Until You're Sure About The IRA, 401(k) Annuity and Other Beneficiary DesignationsEssential reminders about beneficiary designations as part of your estate planning with focus on life insurance, IRA and 401(k) beneficiary designations.
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Read the UTBF Client Newsletter - Holiday 2013 EditionClient Newsletter about new PA inheritance tax law regarding passing on your family business. Holiday gift guide.
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Summer 2013 Client NewsletterThis newsletter covers estate planning issues and news about the firm
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The Importance of Having a Residuary Clause in a Trustthe importance of having a residuary clause in your trust
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Client Spring Update and Newsletter March 2013Client updates and information on changes to Pennsylvania will, trust, estate, and death tax laws
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The Importance of Having a Residuary Clause in a WillImportance and purpose of having a residuary clause in your will
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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
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Agriculture Exemption from Pennsylvania Inheritance TaxAct 85 of 2012 provides a tax exemption for agriculture farmers which allows them to keep their family run farm business operating.
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Taxation of Mineral Rights and Natural Gas Benefits for Pennsylvania Inheritance TaxDepartment of Revenue's policy regarding the taxation of mineral rights and natural gas interests.
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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
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Unruh Turner Burke and Frees Client Newsletter 2012 End Of YearThis edition of the client newsletter has important estate and trust tips and estate planning news