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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Protecting Your Heirs From Federal Estate Tax When One Spouse Dies – The IRS Has Extended The Time to File A “Portability Return” From 2 Years to 5 Years. If You Are A Surviving Spouse This Is Vitally Important to Protecting Your Heirs From Possible Federal Estate Tax At Your Death!portability return; form 706; time to file portability return
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What You Need to Know About Pre-Nuptial Agreements;and Your Estate PlanPre-Nuptial agreements are an estate planning tool used to preserve your assets in the event of divorce or death. They are also used when families bend together
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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.
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Is That Person At Your Door a Real Census Worker? What You Should Do and What They Can Legally AskNews and information on what to do and how to act if you are approached by someone claiming to be a census worker. How do you know and what can they ask? Never give out your social security number.
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If Your Assets Include A Wine Collection, It May Not Be Protected. Learn The Secrets to Liquid Asset Protection For Your Wine Collection Including Insuring, Protecting and Passing on This Valuable Asset.Information for wine collectors interested in properly insuring, protecting, and passing on their valuable wine collection. Asset protection for wine collections that may not be protected yet and how to deal with a wine collection in your will or trust.
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Jump In or Go Slow - What is the best strategy for entering the market?This excellent document prepared by Bernstein, analysis the age old question facing investors in a down market or anyone who has wealth waiting to be invested. Does dollar cost averaging or all in represent the best policy for building long term wealth?
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A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away.This end of year checklist will help you to painlessly make sure that your wills and trusts are up to date, and that you're doing what you need to do to put your affairs in order. It includes gifting, some tax planning, and ways to verify that your plan will work.
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In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list.Do you need a quick review of the steps that just about anyone needs to take to protect their family? This is a quick review of the estate planning steps you need to review.
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Why You Need To Get Your Head Out of The Sand and Do Things DifferentlyThe old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy.
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Foward Think And Asset Protection Planning Can WorkThe 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.
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David M Frees Featued In Magazine as Trust Estate and Wealth Preservation LawyerIf 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.
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529 Plans To Educate Children and GrandchildrenThis article published by FINRA is a resource full of the basic information that you must have to evaluate and use the 529 plans. For Pennsylvania residents thinking about establishing a 529 for a child or grandchild you must understand how they work and the pros and cons of such plans.
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IRS educational Tax Information for Pa ResidentsThis publication by the IRS offers you all of the information that you need on the current tax benefits and laws surrounding college education, Hope loans, and more.
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Tools For Planning, Analyzing and Paying for CollegeThis set of tools by FINRA and best planning ideas are brought to you by David M Frees III, estate planning, trust and wills attorney practicing in Pennsylvania. Tools to help you plan for college, save for college and to pay for the extraordinary expenses of college. David and his wife Robin have two kids attending private east coast liberal arts schools and one more getting ready to go in, so they know what you are facing from actual experience.
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What You Don't Know About Auto Insurance Can Hurt You - Asset Protection In PennsylvaniaThis article by David M. Frees III, Esquire examines the overlooked tool of asset protection: A review and understanding of auto and car insurance. Many Pennsylvania residents and residents of Chester and Montgomery county are exposed to a massive liability risk from uninsured and under insured motorists. Find out how to protect yourself.
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A Quick Review Of Asset Protection Issues For Pennsylvania ResidentsThis article contains an overview of asset protection issues for residents of Pennsylvania. It covers lifetime strategies and techniques as well as asset protection that can be included in a will to protect a spouse and or children and grandchildren.