Asset Protection

Protecting Yourself and Your Family: An inexpensive but essential coverage that you need – right now

July 21, 2009

What happens if you are injured by an uninsured motorist in Pennsylvania. How can you protect yourself and your loved ones from this danger? How does this relate to your estate and asset protection plan?

Protect Assets Using Family Care Agreements

July 8, 2009

By Dave Frees

Family Care Agreements, also referred to as Caregiver Agreements, have increased in popularity as a result of the more stringent Deficit Reduction Act (DRA) Medicaid gifting rules. These agreements are usually established between an elderly individual who is agreeing to “pay” and the individual or individuals who is/are agreeing to provide continued care and assistance …

Family Limited Partnerships – Victory and Some Pointers

July 7, 2009

By Dave Frees

In a recent case, the tax payer had a victory over an IRS challenge that sought to include the full value of FLP (family limited partnerships) assets into the decedent’s estate. Family limited partnerships are often used to manage family businesses, real estate ventures, and even in some cases, publicly traded securities and other more …

Did You Throw Away That Mattress? Another Reason To Worry About Your “Investments”

June 12, 2009

By Dave Frees

Here is a great email I received. Funny, dangerous, and reason to be careful with that used mattress. Protecting Family Assets (even mattresses)

Reminder: Medicaid Asset Protection is Alive after the DRA

June 4, 2009

By Dave Frees

There is a great deal of misinformation about the viability of Medicaid and Nursing Home asset protection planning after the Deficit Reduction Act of 2005 (DRA). I want to remind clients, friends and advisors that there are an abundance of planning options available to single and married individuals who want to protect assets from spending …

Create Trusts For Children In Your Wills

May 19, 2009

By Douglas L. Kaune

I have had a recent addition to the family, my son, James Douglas Kaune. Welcome to our lives James!! Taking my own advice, my wife and I immediately updated our estate planning documents including wills, powers of attorney and trusts. We also modified our beneficiary designation forms in IRA’s, 401k’s and life insurance to name the testamentary trust for …

Your Government Doesn’t Like Off Shore Accounts. Should You?

May 17, 2009

By Dave Frees

Off shore accounts have been getting a pretty bad rap in the news media with the leaders of both America and Great Britain making multiple appearances to clearly establish that tax havens are just for the big corporations and illegal players seeking to evade taxes and engage in unlawful activities. The attached article examines the …

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

May 11, 2009

By Dave Frees

If you have accumulated any wealth during your lifetime, and you have the desire to pass all or part of that legacy on to your heirs, you have probably been reading quite a bit lately about the unique planning opportunities that exist today. And, it is true, that there are some conditions in the market …

Passing Wealth Across Generations – Ivanka Trump’s Perspective by: David Frees

May 4, 2009

By Dave Frees

I was fortunate to be a speaker last week at the same conference as Donald Trump’s daughter, Ivanka. And, better yet, the topic of Ivanka’s speech had to do with how she was raised and why she works so hard despite her family’s wealth. Now as most of you know, the passing of wealth between …

Key Medicaid Figures for Pennsylvania for 2009

May 1, 2009

By Douglas L. Kaune

The Key 2009 Pennsylvania Medicaid Numbers can be found by clicking this link. They include, Community Spouse Resource Allowance (CSRA), Monthly Maintenance Needs Allowance, Average monthly cost of nursing home care in PA, Estate Recovery, Home Equity Limit, Medicaid Transfers and Ineligibility for Gifts. These figures and requirements change annually. Review these important numbers …

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Protecting Yourself and Your Family: An inexpensive but essential coverage that you need – right now

Protect Assets Using Family Care Agreements

Family Limited Partnerships – Victory and Some Pointers

Did You Throw Away That Mattress? Another Reason To Worry About Your “Investments”

Reminder: Medicaid Asset Protection is Alive after the DRA

Create Trusts For Children In Your Wills

Your Government Doesn’t Like Off Shore Accounts. Should You?

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

Passing Wealth Across Generations – Ivanka Trump’s Perspective by: David Frees

Key Medicaid Figures for Pennsylvania for 2009

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