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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Creating a Will and Testament in Pennsylvania Creating a last will and testament should be done with the assistance of a Pennsylvania estate planning attorney. Call our firm for help. -
Creating a Will and Testament in Pennsylvania If you are creating a will, know who your witnesses and executor will be, and draft a letter of instruction. A Pennsylvania estate planning attorney can help. -
Get Help From Trust Attorney Before Naming a Bank or Trust Company as Executor of Your Pennsylvania Estate Speak with Pennsylvania trust attorney DAvid M Frees III before you elect a bank or trust company to serve as your fiduciary representative. -
Marketing and Business Ideas From Dave Frees and Doug Kaune This is our winter 2012 newsletter for friends of Unruh, Turner, Burke and Frees -
Client Newsletter 2012 Winter - Elder law, Estate Planning and More Unruh, Turner, Burke and Frees's news alerts estate planning, elder law and related information for clients -
Estate Planning Client Newsletter - Fall 2011 Our newsletters contain topical information and news related to federal estate tax, inheritance taxes, wills, trusts, asset protection and estate planning -
Getting A Will is an important start to any good estate plan. Without it the state's intestate laws determine where your assets go. This article and video explain the best practices for Pennsylvania residents who want to get a will and related estate planning documents Getting a will and estate plan are essential for Pennsylvania residents who have children, own a home or business or who have insurance savings and investments -
When a spouse dies, it is more complicated than ever to get the right tax treatment for you as the surviving spouse and for your children. A new IRS release has answers If you have assets above 1 million dollars and your spouse has passed away, you may need to file new forms. Don't be tricked by the complexity. Find out more -
Starting or Returning to College Checklist Here is a helpful checklist for heading off or back to college for your child. Along with this checklist make sure they have the essential legal documents. -
Do You Have a Memo With Your Will or Trust? Avoid family drama and make it easier on your family or loved ones after you are gone by leaving them with a Memo that gives them guidance on what to do. -
Have You Ever Lost Your Keys? Unruh,Turner,Burke,and Frees Attorney's at Law Lost Keys Program will make finding your lost keys easy and likely to happen. Our Lost Keys Program is simple. -
Marcellus Shale Resource Page Find out all about Marcellus Shale and utilize the links we provide for you to better understand Pennsylvania's Marcellus Shale region and its consequences. -
Lawyer Trust Language Decoded For Non-Lawyers Do you want to understand what you trust or estate lawyer is saying? Do you hear people talking about trusts but do not really know much about them. Read this -
A Guide to Trusts: How to Find the Right Trust for You How do you navigate through the hundreds of trusts out there? Read this handy trust guide that explains some of the most common trusts and their uses. -
Choosing A Trustee: Individual Trustee vs. Bank or Corporate Trustee The trustee of a trust is a very important job. They manage assets and make many decisions regarding the trust. Who is the right trustee for you? Here are some advantages and disadvantages of individual trustees verse corporate trustees (such as a bank or trust company) so you can pick the best trustee for your trust. -
Protecting a Child or Adult with Special Needs Are you wondering what will happen to a disabled child or loved one after you are gone? This report on Pennsylvania special needs trusts and supplemental needs trusts explains what these trusts are and how you can create one. Find out today if one of these trusts is right for you and your family. -
Federal Estate Tax Changes For 2009, 2010,2011 and 2012 A Quick Review of Federal Estate and Gift Tax Important numbers and changes This chart walks you through the most important changes to the federal estate tax (also know as the death tax) and the gift tax changes for the years 2009, 2010, 2011, and 2012. These are the changes that may most impact your will, trust, and estate planning documents -
Links To Other Law Offices and Services For Unruh, Turner, Burke and Frees Client Needs This page contains links to other law offices both inside of Pennsylvania and outside the state for clients that need these resource. Please feel free at any time to contact David M. Frees III at Unruh, Turner, Burke and Frees for referrals to firms throughout the United States and in other countries when you or a family member has a business, or personal legal need that we cannot meet. -
What is Happening In Congress - Proposed Changes To The Federal Estate Tax July 2oth motion in the Senate on reinstatement and modification of the federal estate tax. -
Pennsylvania attorney David M. Frees III, Esquire named as Pennsylvania Super Lawyer and a "Top Lawyer" by Main Line Today Magazine. Congratulations to our partner and Estate and Trust Section Chairman David M Frees III on being named as both a Pennsylvania Super Lawyer and as Main Line Magazine Top Lawyer in the Trust and Estate Sections.