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.
- Page 4
-
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 -
709 Extension To File 709 Extension To File Return -
How To Find A Trust, Estate, or Will Lawyer in Chadds Ford, PA Help finding an experienced and local trust, will, or estate planning lawyer in Chadds Ford, Pennsylvania. -
What Does The Slomsky Case Mean to You? Well, if you have a power of attorney named and a retirement account be sure that your POA accurately reflects whether or not your agent can change your plan beneficiaries. The Pennsylvania Supreme Court recently ruled that a power of attorney grants the right to an agent to change beneficiaries of retirement plans independently of the power to make gifts. If you have or want a power of attorney you must understand this new ruling. -
How To Find A Trust, Estate, or Will Lawyer in Charlestown Township Help finding an experienced and local trust, will, or estate planning lawyer in Charlestown Township, Pennsylvania. -
How To Find A Trust, Estate, or Will Lawyer in Chesterbrook Help finding an experienced and local trust, will, or estate planning lawyer in Chesterbrook, Pennsylvania. -
How To Find A Trust, Estate, or Will Lawyer in Burmingham, PA Help finding an experienced and local trust, will, or estate planning lawyer in Burmingham, Pennsylvania. -
How To Find A Trust, Estate, or Will Lawyer in Devault Help finding an experienced and local trust, will, or estate planning lawyer in Devault, Pennsylvania. -
How To Find A Trust, Estate, or Will Lawyer in Devon, PA Help finding an experienced and local trust, will, or estate planning lawyer in Devon, Pennsylvania.