Asset Protection

“Freeze” or Radical Increase in the Federal Death Tax on You and Your Family?

April 11, 2009

Read this just posted an article on the Federal Government’s claim that the proposals circulating in congress are a decrease in the tax and are quite reasonable. For competing views on this controversial tax and how to plan for it read this article by Chester County based will, trust, estate and asset protection lawyer …

"Legacy Locker" Protecting Your Online Passwords and Accounts for Your Beneficiaries

April 8, 2009

By Douglas L. Kaune

Many of us have multiple email address, online bank and stock accounts and conduct social and business activity through sites such as LinkedIn and Facebook. I also have a significant number of clients who have business related websites that are responsible for generating a great deal of revenue. We do not necessarily want to make …

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

April 3, 2009

By Dave Frees

While this is only a budget bill, and only in the Senate, there was some movement on estate tax reform today. If this type of bill were to ultimately pass the house and senate it would allow many more couples, and individuals to do estate and asset protection planning for their heirs without some of …

Federal Estate or “death” Tax and The New York Times

April 3, 2009

By Dave Frees

There are many views on the issue of estate taxes. The New York Times editorial may not be your view but it is worth a read. Do you think that a tax at your death should not be labeled a death tax? Read the New York Times Death Tax Editorial. David M. Frees …

IRA Trusts, Providing Extra Creditor and Asset Protection

March 31, 2009

By Douglas L. Kaune

IRA’s and other tax deferred retirement plans can now be left to trusts for your beneficiaries instead of directly to the beneficiaries. These IRA Trusts are broadly categorized as either conduit trusts or accumulation trusts. These trusts must be written with care in order to insure that not only are the assets protected from the …

The Death Tax Update

March 29, 2009

By Dave Frees

Both the Senate and the US House of Representatives are now working on bills that would reform the federal estate tax (also known as the death tax) before the end of this year. Both bills contain a $3.5 million dollar exemption per person. This would allow an individual Pennsylvania resident to shelter $3.5 million dollars …

Update Your Tax Software For Protection and Tax Savings

March 10, 2009

By Dave Frees

Just a quick reminder that there were many changes in the tax laws for tax year 2008. And, to make sure that take advantage of any beneficial changes you should update the program and download any recent updates before preparing your return. For more, just click here to visit the Wall Street Journals article. …

Do Proposed Benefits of Death Tax Reform Really Hide Dangers?

March 9, 2009

By Dave Frees

Many articles, websites, blogs and government talking heads have been out in force to reassure tax payers and particularly the owners of family farms and small businesses, that the reforms proposed by the Obama Administration to the death tax will be highly beneficial and pose no dangers to these groups. But see David Frees’recent …

No More Federal Estate or “Death” Taxes! Who said this on the View?

March 8, 2009

By Dave Frees

OK. This is not a completely serious blog entry. But wait. Federal estate taxes and death taxes are a serious topic. Have you ever wondered why your family has to pay a death tax? Have you ever thought that the federal estate tax seems unfair or that you have already paid taxes many times already …

Possible Secret “Back Door” Death Tax Increase

March 8, 2009

By Dave Frees

There is currently a bill before the House Ways and Means Committee that would radically increase the federal estate (also known as the “Death Tax”). Are you trying to pass on assets, investments, family land or farms, or a family business? If you are, then things might be about to get a lot rougher. …

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“Freeze” or Radical Increase in the Federal Death Tax on You and Your Family?

"Legacy Locker" Protecting Your Online Passwords and Accounts for Your Beneficiaries

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

Federal Estate or “death” Tax and The New York Times

IRA Trusts, Providing Extra Creditor and Asset Protection

The Death Tax Update

Update Your Tax Software For Protection and Tax Savings

Do Proposed Benefits of Death Tax Reform Really Hide Dangers?

No More Federal Estate or “Death” Taxes! Who said this on the View?

Possible Secret “Back Door” Death Tax Increase

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