Asset Protection

Make Your Estate Planning Gifts Work – Avoiding The Horrible Mistakes in End of Year Gifting

November 10, 2009

Are you considering making end of year estate planning gifts to children, grandchildren or great grandchildren? Curious about how much you can give without paying gift tax? This brief video tells you how much you can give without paying taxes. Want to avoid the mistakes that people make that can actually cost your heirs …

Building and Protecting Your Wealth: Dive in or Go Slow With Investing During Market Recoveries?

October 11, 2009

By Dave Frees

By: David M. Frees III – Trusts, Wills, Estates and Estate Planning Every long term financial and estate plan deserves your patience and your attention. But, you deserve long term results, greater security and growth of your wealth and the legacy you plan to leave. We post ideas and information to help here and on …

Want Resources For Financial Planning Data?

October 9, 2009

By Dave Frees

Many of our clients know that having an integrated financial and estate plan makes the difference when you want to both build assets for yourself and to protect assets for your heirs. And, many of our clients have financial advisers while others are self directing their investments. Either way, ultimately , you are responsible for …

Strengthening Your Special Needs Trust

October 5, 2009

By Douglas L. Kaune

by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

What Can You Learn From Senator Kennedy’s Will and Trusts?

September 29, 2009

By Dave Frees

David M. Frees examines Senator Kennedy's will and how he used wills and trusts to protect family and privacy. This article also examines how he selected his executors and trustees.

When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected

September 28, 2009

By Dave Frees

Making your will work even when challenged. Leaving a person out of the will.

Divorce and Asset Protection For Beneficiaries Cont.

September 21, 2009

By Douglas L. Kaune

We continue to receive inquiries from clients in search of ways to protect the assets they leave to their children and beneficiaries from divorce, law suits and creditors. Although clients protection from tax liability is of continued importance, asset protection in estate planning has grown in significance. Clients recognize that 50% or more of the …

The Will TO DO List For Parents

August 31, 2009

By Dave Frees

If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …

Is Your Pennsylvania IRA Still Protected From Lawsuits?

August 31, 2009

By Dave Frees

A recent case has opened a new door for someone suing you to try to reach or to attack your IRA. And, while IRAs usually have a heightened level of asset protection, my new article on this topic has a few suggestion – especially if you have a self directed IRA. Please click here to …

Protecting Your Estate Plan From Challenges and Attack

August 17, 2009

By Dave Frees

If you have a second marriage, step children, children from separate marriages or who are treated unequally under your plan, then you must protect your will and estate plan from attack.

We Listen.

Make Your Estate Planning Gifts Work – Avoiding The Horrible Mistakes in End of Year Gifting

Building and Protecting Your Wealth: Dive in or Go Slow With Investing During Market Recoveries?

Want Resources For Financial Planning Data?

Strengthening Your Special Needs Trust

What Can You Learn From Senator Kennedy’s Will and Trusts?

When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected

Divorce and Asset Protection For Beneficiaries Cont.

The Will TO DO List For Parents

Is Your Pennsylvania IRA Still Protected From Lawsuits?

Protecting Your Estate Plan From Challenges and Attack

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