Asset Protection

Estate Planning For You..And A Gift For Your Spouse or Loved One

April 23, 2009

Most people don’t think of the process of estate planning as having any benefit for themselves. Do you? For most of us, the process of estate planning is something that we endure for the benefit of our family, friends, and/or a favorite charity. You want your legacy to go where you want it to go. …

Deciding How Much Money to Put in a Special Needs Trust

April 22, 2009

By Douglas L. Kaune

Special Needs Trust Planning for disabled beneficiaries is tremendously important. Gifts to disabled beneficiaries during lifetime and through wills should be made to specifically designed Special Needs Trusts. These trusts are designed to provide a safe and secure place for the gift or inheritance while allowing disabled beneficiaries to continue receiving government based benefits such …

Have You Ever Wondered “Do I Need A Will?” Apparently Yes.

April 20, 2009

By Dave Frees

Periodically clients ask “Do I even need a will?” And, you would expect a lawyer who drafts wills, and trusts, and asset protection plans in Pennsylvania to say yes. And, you should know, that I believe in the value of what I help people to do. And, I have seen many examples of little or …

529 Plans – Want To Know How The Obamas Are Saving For College For The Kids?

April 18, 2009

By Dave Frees

With the cost of 4 year college educations continuing to soar and, to out pace inflation, many of us are wondering how to save for our children. There are a variety of tools ranging from multiple 529 plans to UTMA accounts, to trusts, and outright savings in the parent’s own names. But, if you want to …

Want to know more about Pennsylvania and Asset Protection?

April 17, 2009

By Dave Frees

Asset protection is a practice of using certain strategies and tactics, to legally and ethically protect your assets from various risks such as litigation, taxation, divorce and other claims. It differs from ordinary estate planning but many professionals, real estate owners, and business owners now seek added levels of protection in Pennsylvania that go beyond …

A Great Little Estate Planning Article

April 17, 2009

By Dave Frees

This article is a quick read and very informative on the issue of how and why to work with your advisers to make sure that your estate planning works.

Over $3.5 Million Dollars In Assets? The GRAT is Right – Right Now

April 14, 2009

By Dave Frees

The Wall Street Journal has an excellent article on the virtues and reasons for a GRAT right now. If you have been considering a GRAT (Grantor Retained Annuity Trust) there has probably never been a better time. Want to know more? Read on… www.paestateplanners.com

Joint Accounts Can Have Unexpected Pitfalls

April 13, 2009

By Dave Frees

Joint bank accounts are often established by individuals with the hope of creating an account with one or more of the following benefits: probate avoidance, reduced inheritance taxes or as a convenient way to allow family member to write checks and pay bills. Unfortunately there are numerous Medicaid/Elder Law Planning, estate planning and asset protection …

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

April 13, 2009

By Dave Frees

Completing your Enhanced Estate Plan(TM) our proprietary process (often consisting of a Will, Power of Attorney, Advanced Medical Directive and one or more Trusts), is often viewed as the end of the process. But, smart clients and estate and asset protection planners know that there is still a bit more to do. I can hear …

Protecting Your Home Contracting Business – Does This New Law Apply To You or Your Business?

April 11, 2009

By Dave Frees

This blog and this department of the firm focus on wills, trusts, estate and asset protection. But, there is no better form of asset protection than making sure that your Pennsylvania based business complies with new laws. Indeed, the newest act that may affect your business applies if you do work or sell products related …

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Estate Planning For You..And A Gift For Your Spouse or Loved One

Deciding How Much Money to Put in a Special Needs Trust

Have You Ever Wondered “Do I Need A Will?” Apparently Yes.

529 Plans – Want To Know How The Obamas Are Saving For College For The Kids?

Want to know more about Pennsylvania and Asset Protection?

A Great Little Estate Planning Article

Over $3.5 Million Dollars In Assets? The GRAT is Right – Right Now

Joint Accounts Can Have Unexpected Pitfalls

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

Protecting Your Home Contracting Business – Does This New Law Apply To You or Your Business?

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