Online Resources & Information Regarding Estate Planning, Wills, Trusts & Asset Protection In Pennsylvania

This is a quick estate tax calculator to discover if the tax applies to you.

A brief review of some of the tax policy issues that might affect you

More information on the federal estate tax repeal for 2010 and the return of the federal estate tax law in 2011.. If you're a Pennsylvania resident you probably need to review your plan this year and be prepared for some nasty changes when the old law returns in 2011.

Do you have questions about challenging the IRS on a estate, gift, or income issue?  The Wall Street Journal (WSJ) has an excellent interview on challenging the IRS.

To visit the Wall Street Journal and to watch the IRS challenge video click here.

This link has been brought to you by David M. Frees III Esquire and Unruh, Turner Burke and Frees with law offices in Paoli, West Chester and Phoenixville.  These offices serve communities throughout Chester and Montgomery Counties including Berwyn, Malvern, Devon, Exton, Wayne, Chester Springs and may more.

For a complimentary will, trust or elder law consultation call: 610-933-8069.

Forbes examines how the changing economy has changed the way that Baby Boomers are spending their money and planning their estates.

GRATS or grantor retained annuity trusts have been a long established and reliable planning technique. And, while this technique was established under federal law, many Pennsylvania residents have used GRATS in their estate planning.  If you have been following our articles on the GRAT topic, you know that this estate planning tool has been under attack in Congress and only long term GRATS may remain.

For more information, be sure to read this excellent article from Forbes on the future of short term GRATs.

http://www.forbes.com/2010/08/18/estate-planning-grats-congress-obama-personal-finance-seth-kaplan-grats.html?boxes=financechannellatest   

For more information on Enhanced Estate Planning Techniques in Pennsylvania click here. 

For many Pennsylvanians the federal estate tax uncertainty makes planning almost impossible.  This article neatly reviews the dilema created by congressional failure to deal with the federal estate tax and the problems for Pennsylvanians doing estate planning, wills and trusts.

More information from Kipplingers on the estate tax reform issues facing you in 2010 amd 2011.

Information on why now is a great time to do a GRAT. Pennsylvania will lawyer and asset protection planner David M. Frees III comments on the article.

Proposals and pros and cons of the federal estate tax

This link provides information for Pennsylvania families considering the sale or transfer of businesses or real estate within Pennsylvania.

A great newsletter on Planned Giving Topics. Want to reduce taxes and support a charity or non-profit under your will or through a lifetime gift? Information rich newsletter on planned giving and estate plans

Find out how much you can give every year without using up your million dollar exemption

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

This is a link to the Wikipedia section on Federal Estate Taxes. Care should be taken in consulting this resource.

This link provides access to the State of Pennsylvania's library of forms and publications on Inheritance Taxes

Find out if the federal estate tax applies to you.

A great overview of Life Insurance Trusts. How and Why.

If you have been putting off that important will, trust, living will, power of attorney, or medical power review, then your procrastination has just paid off.

You have officially won the battle with the estate planning guilt you might have been feeling.

Click here now for more information on David Frees' free will or trust review offer.

David Frees, Chairman of the Trust, Estate, and Asset Protection Sections of Unruh, Turner, Burke and Frees has decided to offer his clients and the first twenty five non clients to respond, a free will, trust, or estate tax and planning review.

Why?

"Well, most of our clients need to review their wills, trusts, powers of attorney and health care documents.  We are lucky since we are so busy, but we have also hired some new staff, a new attorney, and have invested in some new software to help us to deal with the problems caused by termination of the federal estate tax and its expected return in 2011."

And, we do free will reviews for many clients, many trust departments, banks and others.  So, why not invest in more of our own clients and new clients who really need the review but aren't sure if they need new documents or not and who don't want a lawyer's bill just to find out the answer.

It may be that your old documents are fine.  If so, we'll tell you.  It may also be that they need to be updated. 

So, if you'd like to know more about this complimentary offer for a will or trust review by me or one of my trust and estate lawyers, just click here for more information about a free will or trust review.

Call right now to be one of the first 25 Pennsylvania residents to get a free consultation.  To qualify for one of these free will reviews, please mention David Frees' free will review offer when you call.  Call 610-933-8069 and mention the free will review offer from David Frees.

Great definitions of legal terminology on wills, trusts, and estates.

Wonder why you might need a will even if you have a trust?

Want to know why it might cost you more money to have an old trust?

This article gives you the answers to thsoe and other trust and will questions

This is a very information rich source of planned giving news, advice and techniques.

In this brief video, David M. Frees III describes how the best trust for your heirs might be an asset protection trust. Worried that an heir might lose his or her inheritance to a divorce or lawsuit? This video has the answers for protecting your heirs.

In this blog and video David M. Frees III of Unruh, Turner, Burke and Frees explains the uses of the GRAT and how it can work to move assets to the next generation. Pennsylvania residents looking for the best estate planning techniques should consider the GRAT to move assets at their current low values and given the historic low interest rates.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

This site has a number of calculators that Pennsylvania residents can use when doing estate and asset protection planning, wills, and/or trusts including QPRT trusts. These calculators also help Pennsylvania residents with possible charitable gifts, including CRUTs, CRATs, Charitable Lead Trusts, Charitable Gift Annuities, and other techniques.

David M. Frees III, Pennsylvania will and trust lawyer advises Pennsylvania residents to do asset protection, tax and estate planning and the calculators can be very helpful.

In this article, bank loans to small businesses, small business job losses, and related risks to the economy in 2010.

David M. Frees III,  Attorney with offices in Phoenixville, Paoli and West Chester

Planning on an IRA rollover?  This link is a great resource for traditional IRA rollover questions.

Investment ideas and actions for 2009

Shareholder and economic information, letters from Warren Buffet and other resources to help you to build a strong asset base.

This is a link to a great source of updates and investor alerts that are essential for Pennsylvania residents to maintain and build estate assets in these economics times.

Want to better smarter and a better consumer of financial and investment services. This site is loaded with articles and resources for the investor rebuilding his or her estate and assets.

David M Frees III Esquire posts information for clients on Twitter

If you want to know more about the Pennsylvania will and estate planning lawyer David M frees III, you can see more about him on Facebook.

This is a great link for practical advice related to all matters financial.

This is a great link for practical advice related to all matters financial.

Here is more information from the Wall Street Journal on the issue of whetehr or not to do a Roth conversion of your IRA and how and why to pay the taxes.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

The taxation of IRAs can be really problematic

Resources for Seniors - PA Department of Aging Contact Information

The Pennsylvania Department of Aging has an excellent informational website designed specifically for seniors and their families that describes all of their services offered and the ways to obtain them.

http://sites.state.pa.us/pa_exec/aging/ly_aaa.html 

The website for the Pennsylvania Association of Area Agencies on Aging is:

www.p4a.org 

and their telephone number is 717-541-4214.

The Pennsylvania Department of Aging website also provides a listing of telephone numbers, addresses and links available by county listing map, city or zip code, or by calling 717-783-1549 or emailing [email protected].

The Department of Aging’s toll-free numbers are as follows:
PACE: 1-800-255-7223

APPRISE (Insurance Assistance): 1-800-783-7067

Elder Abuse: 1-800-490-8505

Property Tax/Rent Rebate: 1-800-222-9191

Alzheimer’s Information: 1-800-367-5115

Long Term Care Helpline 1-866-266-3636

Additional elder law resources to help you to plan for an aging or elderly family member and to protect assets when a nursing home might be needed can be provided by Unruh, Turner, Burke and Frees.

To get your free elder law reports call 610-933-8069 and mention David Frees when requesting your reports.

David can also be reached at [email protected] and mention elder law reports and nursing home reports
in the subject lien of your email. 

This brief story about the settlement of a lawsuit against the estate of Michael Jackson points out the need for comprehensive powers in powers of attorney, wills, and trusts allowing the fiduciaries to bring and to settle lawsuits, claims and litigation. Is the powers clause of your will, trust, or power of attorney good enough?

This article explains some of the details of Senator Kennedy's will and how the family made use of trusts. It also discusses his use of non family executors and trustees.

This article points out the need to establishe the capacity of a person giving a power of attorney.

This chart displays the probate fees in and around Philadelphia, including probate fees in Chester County, Montgomery County, Delaware County, and Bucks County. Pennsylvania will and probate attorney David M. Frees brings you information that you, as an executor can use.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

Unruh, Turner, Burke, and Frees Attorney's at Law is proud to congratulate John K. Fiorillo, Andrew D.H. Rau, and David M. Frees III on being named Super Lawyers for 2011 by Super Lawyers magazine.

We are proud to have such an exceptional team of lawyers at Unruh, Turner, Burke, and Frees.

When a child or adult relative receives government benefits, or special benefits and programs as a result of a special need or condition, it is important to carefully plan your estate, or lifetime gifts for the benefit of that child or adult to provide for them without disqualifying them from their benefits.

Special needs trusts can be the answer.  But selection of the trustee and in some cases a trust protector can be vitally important.

Click here for a brief article on trust protectors for special needs trusts.

Brought to you by David M Frees III
610-933-8069

This link gives you a tool to prepare for gifts to children and grandchildren for college and education. A Pennsylvania estate planning, and will lawyer gives you access to the resources that you need for college savings and 529 planning.

This is David M. Frees III's bio at www.utbf.com

This is a link to the IRS estate and gift tax forms available for download.

Learn more about will, trust and estate lawyer David Frees. David has law offices in Paoli, Phoenixville, and West Chester and is well known as an estate planning and asset protection lawyer as well as an author and expert in the field of human and family communications.

If you make a gift of 13,000 dollars per year to any one person you need to file a 709 gift tax return. This 709 gift tax return is complicated and cumbersome. Every time you make a gift of this amount you need to file a 709. Some people have their financial advisors handle this and others may need or want their lawyer to do it. Find out more about this form at this link.


For more information on  making gifts,gift taxes, and related gift tax issues please click here

For additional articles about gift taxes click here

Are you buying a used car for yourself or a child or grandchild?  Read this great used are checklist and buying tips from AOL.

This article contains 7 Reasons why To Repeal Not Fix the federal estate tax.

An article on Dave Frees, The Dalai Lama and billionaire Richard Branson attending the Engage Today conference in Canada.

Anderson cooper on the Obama administration's war on corporate tax avoidance.

The Wall Street Journal's great review of FLPs

HR 436 is still in committee but would make some major changes in the federal estate tax law. How would this law affect Pennsylvania residents? No tax for estates of less than $3.5 million and possibly much higher taxes on closely held businesses, farms and real estate over that amount.

Attorney blog on Probate Issues

This is a great resource for up to the minute news affecting your finances, your business and your estate.

More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

Link to important business news affecting estates and estate planning and asset protection

More information and ratings of will attorney David M Frees III

Twitter is a site that allows users to keep friends, clients, customers, and family members appraised of important information. It allows its users to share information and valuable resources, ideas, and information.

The CIA web site is a wealth of information that business owners and executive should have right at their finger tips. This is a link to the CIA Library and Fact Book.