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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Think Green This article explains the new federal tax credits that have been put in place to reward homeowners for adding energy- efficient home products. Energy-efficient home products include replacing storm windows, adding insulation, replacing a heating system, and adding central air. If you are thinking about improvements for your home or a home you are building look into these tax credits and see if you can save money and make your home and the world a little more energy efficient! -
Grandma Wants A Trust - Buyer Beware: States Sue Fraudulent Trust Mill Many elderly people are falling victims to trust mills and trust "salesmen" posing as "certified trust advisers" and selling form trusts and expensive products to the elderly either at seminars or in their homes. Some states, including PA have moved to sue these fraudulent players to protect the elderly. -
Early news on the Obama Administration's new plan to tax the rich This US News and World Reports' Article covers recently released on proposed changes to the income tax laws and how they will impact those earning $235,000.00 and above. There is a proposed new rate of 39.6% -
When Asset Protection Planning Is So Good It is Politically Unpopular The San Fransisco Bay Guardian speaks it's mind and finds the asset protection planning of another liberal newspaper to be anathema but effective. The lesson? Do the planning right and in advance of when you need it and it might work so well that it makes newspaper editorial witers angry while you get to keep your assets. -
Review Your Estate Plan Now The economic climate today is uncertain and the Obama administration's changes to the estate tax make it a good time to review your estate plan. This article explains in depth six things to consider while reviewing your estate plan such as Formula Clauses/ In Your Will Or Trust, A GRAT, and Family Limited Partnerships. -
The Basics of Wills and Trusts What are the basic planning tools and what problems do they solve? What do many Pennsylvania residents fail to do that can cause problems? How do the best will attorneys in Chester, Montgomery, Delaware and Philadelphia counties protect their clients' and clients' estates? -
The Lengh Of Probate This article explains the Pennsylvania Probate Process. Probate can take several months to several years. Find out in this article what is Probate and what are the common causes for delays in the Estate Administration process. -
Simplify Probate and Estates - Keep Your Stuff In Order Many carefully planned estates turn into a nightmare because people think that the plan is done when the will or trust is signed. But keeping your records, documents, beneficiary designations and passwords in order makes all of the difference. One of Pennsylvania's most experienced will, trust and estate lawyer's walks you through the process of creating a plan that survives and works to shorten the probate process. -
What Are Executor Fees In Pennsylvania - How Much Are Executors Paid? This article examines executor fees in Pennsylvania. How much can Pennsylvania executors be paid? Does the size of the estate matter? How are fees computed? -
How Much Are Attorney Fees For Estates In Pennsylvania Consumers want to know how much attorneys charge estates. This brief article walks you through the several ways that attorneys charge and what you need to know before hiring an attorney. -
Mistakes PA Executors Make 10 of 10 Failing To Finalize the Estate 10 of 10 in a series about mistakes executors make and the steps they can take to fix them -
Why Your Will Might Not Work And What You Need To Know Under Pennsylvania law your will might not always work. This article explores laws that might override a Pennsylvania will and how you can still keep control of your estate plan and carry out your wishes. -
The Importance of Revocable and Irrevocable Trusts In Pennsylvania Both Revocable and Irrevocable Trusts are important tools in your Estate Planning. Discover the pros and cons and what makes a Trust Revocable or Irrevocable -
David M Frees Featued In Magazine as Trust Estate and Wealth Preservation Lawyer If you live or work in Pennsylvania and need to update your will, trust, or estate plan, attorney Trust and Estate Attorney David M Frees III has been featured in many newspaper and magazine articles for his knowledge in the areas of trust and estate planning, wills, asset protection and estate tax planning. -
Estate and Trust Lawyer David Frees Helps To Host Charity Auction Phoenixville Area Chamber of Commerce hosts a charity auction with author and will and probate attorney David M Frees as the "celebrity" auctioneer. -
Retired Pennsylvnia Residents Get Some Tax Relief Under New Law Estate Planning lawyer Dave Frees has more news about tax benefits for Retirees living in Pennsylvania. Unryh, Turner, Burke and frees and David Frees have offices in Phoenixville, Malvern, and West Chester Pennsylvania -
Meeting In Person - New Tools To coordinate Calendars In A Busy World Tools and strategies for improving travel, business and life. Includes marketing, technology and persuasion and influence tips and tools -
Bonus Question: Is The Will Authentic? Bonus Question in a series about mistakes executors make and the steps they can take to fix them -
Mistakes PA Executors Make Bonus Question What Is A Pour Over Will Bonus Question in a series about mistakes executors make and the steps they can take to fix them -
Mistakes PA Executors Make Bonus Question Picking An Executor Bonus Question in a series about mistakes executors make and the steps they can take to fix them