Asset Protection

Family Business Owner?

September 27, 2013

A Few Questions for Planning For Family Business Succession Some family conversations are too important to put off ð 1. Do you have an estate plan including a will, power of attorney and a living will? ð 2. Do they specifically include powers to deal directly with real estate and closely held business investments? ð …

Estate Planning- Is It A Family Affair?

September 20, 2013

By Dave Frees

At some point your surviving spouse or partner or even your children will assume responsibility for investing the family’s wealth. Your children’s portfolio may be in the form of a personal trust owned by the children, or due to illness or death the entirety of the family’s invested assets. Children should be prepared to take …

Important information regarding Pre-Nuptial Agreements as well as your Estate Plan

November 15, 2012

By Dave Frees

Pre-Nuptial agreements is an estate planning tool which can be used to protect your assets. If you are going to be getting married or about to enter into a second marriage click here for information on how pre-nuptial agreements can help protect your assets.

Pennsylvania Inheritance of $80 Million Dollars Confiscated By Government

September 8, 2012

By Dave Frees

This is a very unusual case in which a family drilled the safe deposit box of their father to find some rare gold coins. Expecting to enjoy this inheritance or at the worst, to split the value with the government, they were surprised to find that the government confiscated the inheritance and has now won …

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

August 12, 2012

By Dave Frees

When you think about doing the right thing and taking care of your spouse, children, friends or loved ones, you probably say to yourself: "I've really got to do a will." But there are....

Pennsylvania Inheritance Lawyer Advice: Tips and Special Considerations for Writing a Will

June 8, 2012

By Douglas L. Kaune

It’s important to draft a will while you are still young to help your friends and family make decisions about your health, finances and property after you pass away. When considering issues like Pennsylvania inheritance tax and other fees, fines, and situations it may seem like writing a will is a daunting task. It …

A Failed Family Limited Partnership

January 31, 2012

By Dave Frees

Family Limited Partnerships A family limited partnership can clearly be a great estate and business-planning tool but if it is drafted or implemented incorrectly it could cost you money and headaches. Family Limited Partnerships allow families to own and operate a business or series of investments as part of an executor estate plan …

Should You Delay Your Estate Planning Until The Law Changes Again?

April 17, 2011

By Dave Frees

Delaying Estate Planing For Law Changes? Does That Make Sense? DO You Delay Other Acts of Love and Responsibility? Well, you’d expect lawyers who make a living advising affluent clients on issues of estate planning to be biased. They’ll tell you to do it now. Why wait? Well, as it turns …

Marcellus Shale – Neutral and Reliable Sources of Information

April 17, 2011

By Dave Frees

Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will …

Pennsylvania Resident? Property Taxes Too High? Need A Property Tax Appeal?

April 17, 2011

By Dave Frees

Property Tax Appeals Can Lower Taxes of Over Valued Homes and Commercial Real Estate. In this environment, many of our clients in Delaware, Chester, and Montgomery Counties believe that their homes are now overvalued for real estate tax purposes. If you feel that you’re being taxed on a value that’s simply …

We Listen.

Family Business Owner?

Estate Planning- Is It A Family Affair?

Important information regarding Pre-Nuptial Agreements as well as your Estate Plan

Pennsylvania Inheritance of $80 Million Dollars Confiscated By Government

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

Pennsylvania Inheritance Lawyer Advice: Tips and Special Considerations for Writing a Will

A Failed Family Limited Partnership

Should You Delay Your Estate Planning Until The Law Changes Again?

Marcellus Shale – Neutral and Reliable Sources of Information

Pennsylvania Resident? Property Taxes Too High? Need A Property Tax Appeal?

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