Landlords’ Reporting Requirements Relaxed
Many people use rental real estate as part of a diversified investment portfolio for growing family wealth. We explore the issues relating to
Asset Protection
Veteran’s Benefits Can Help With Assisted Living Costs
Many clients prefer to remain in an assisted living setting rather than make the move to a nursing home. The Veteran’s Administration Aid and Attendance Benefit can help extend your or your family member’s stay in an assisted living facility and delay the transition to a nursing home. Assisted living facilities cannot receive Medicaid payments …
Pennsylvania Attorney David Frees Attends Heckerling Institue Estate Planning Program
Think Your Estate Is Now Protected From Federal Estate Tax? According To The Tax Lawyers Studying The New Law – Think Again The Heckerling Institute is one of the premier estate planning programs and “think tanks”dedicated to effective estate planning. The lawyers appearing at the institute and those in attendance focus on planning to minimize …
Protect your Mineral Rights: Oil and Gas Leases
I work with many clients to assist them with the estate planning and elder law issues relating to the mineral rights they own in certain real property throughout Pennsylvania and other states. The focus on the mineral rights ownership interest has increased exponentially as the Pennsylvania (PA) Marcellus Shale discoveries have broadened. Many people …
New Resources For Building and Protecting Your Estate and Your Estate Plan
I know that the title to this article: “Resources for Building and Protecting Your Estate and Your Estate Plan” is both long (imagine that, a long winded lawyer) and apparently silly. How do I know that it sounded silly? This is a suggestion for a resource sent to me by one of my sons when …
Family Limited Partnerships, The IRS, And Your Estate Planning
How to use a FLP (Family Limited Partnership) in your estate and business planning...
The Car Insurance Coverage You Need To Protect Yourself and Your Family
What You Don’t Know About Insurance Can Hurt You Get Your copy for free. Attorney David Frees and his brother Robb Frees, a Pennsylvania insurance agent and insurance coverage expert, have teamed up to write a new book on the insurance coverage that most agents and insurance companies seem to ignore but your …
Special Needs Trusts: Using a Trust Protector
We prepare special needs trusts for beneficiaries to help insure the recipient of inherited or gifted assets can continue to qualify for government or private benefits. Clients who are creating these trusts often struggle to decide who they should appoint as trustee of the trust. We want to make sure that we select the correct person …
How Much Does Long Term Care Insurance Cost?
So many clients are interested in purchasing long term care insurance (LTCI), but are scared to pursue the coverage because of the perceived prohibitive cost. There are so many different types of policies and levels of coverage that there may be a policy to fit your budget. That being said, you should become an educated …
What is A Trust Protector and When Do I Need One?
Trust protectors can provide flexibility in these times of changing laws and tax laws in trusts under your will and for irrevocable trusts...