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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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 - An Estate Planning Checklist For Pennsylvania Residents 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 -
Estate Tax News -Saving Estate Taxes When A Spouse Dies - News From The IRS 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. -
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. -
Resource Page On Marcellus Shale 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. -
A Guide to Lawyer Language: Understanding Trusts 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 -
How To Find The Right Trust 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. -
Report: Pennsylvania Special Needs Trusts and Supplemental Needs Trusts 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 -
Other Law Offices As Resources for Our Clients 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. -
Phoenixville Trust Lawyer David Frees Named Super Lawyer 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. -
Phoenixville Attorney David Frees 120 Gay Street Phoenixville, PA Are you looking for an attorney in the Phoenixville area? David M. Frees III is a respected attorney with law offices in Phoenixville, Pennsylvania -
Phoenixville Trust Lawyer - David Frees Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania providing trust, estate, and elder law services. David Frees' Phoenixville offce also provides simple estate plans, wills trusts, and estate help for executors -
Need information on educational expenses and tax issues? Need information about estate planning, wills and trusts for families with college aged kids? Latest IRS Form 970 for 2009. This form covers information about taxes and educational expenses. -
Gift Tax Return IRS form 709 for gift taxes