Pennsylvania estate planning attorney David Frees discusses, in this insightful video, things you should consider when the end of the year approaches. First, if you are considering making an end of the year gift to a child, grandchild or another person, make sure to check with us to see of the gifting amount you are allowed to make has been changed by the IRS. Second, make sure that you have prepared a good and updated inventory of the contents in your home and vacation home in the event that you have an insurance loss. This will help you prove your losses and recover from your losses from you insurance company. Lastly, make sure that your estate plan, will and power of attorney are updated. Every year there are changes to the laws and your personal circumstances. Most attorneys will not charge for a quick call to see if there are things that have and will affect your plan. At the law firm of Unruh, Burke & Frees, our experienced and knowledgeable team of Pennsylvania estate planning attorneys can help you with your end of the year planning and help you protect you estate. Call our team today to learn how we can help you with your estate plan. To learn more about protecting your estate plan, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works.
David M. Frees, III
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Attorney, Speaker and Author