We’re Not Married – Do We Need A Will?
Estate planning for unmarried couples is a must. Without a will many protections for married couples will not apply...
Estate Planning
Roth IRA Conversion Might Equal Estate and PA Inheritance Tax Savings
Roth IRA Conversion Might Equal Estate Tax and PA Inheritance Tax Savings. Many individuals are considering whether or not to take advantage the new Roth IRA conversion rules. Read this Smart Money article for some of the issues to consider for Roth conversions. This decision will require an in depth analysis of each individual’s …
New IRS Ruling On Asset Protection Trusts – Yes You Can Protect Assets and Keep Them Out Of Your Estate
By: David Frees
Wills, Trusts, Estate and Asset Protection Planning
Generally, the rule is that when you create a trust, and keep the right to receive assets from that trust, the trust can be reached in a lawsuit against you and will be taxed in your estate.
Great Overview of The Estate Tax Situation and Recommendations by CBS and The WSJ
Are you wondering: Should I update my estate plan, will or trust? Do I need a new power of attorney? I have over 3.5 million dollars how does the affect me? I have under 1.0 million dollars. What now? To Roth or not to Roth? What is happening to the estate tax? What if I …
Our Estate Tax Issues May Not Matter According To Russia
By David Frees Law Office: Phoenixville, Malvern and West Chester You think retroactive taxation for estate tax purposes is a problem? Well, according to Russia, we have bigger problems…. click here to read more about estate planning and the pending fall of the United States governmentt. If you need more information about planning …
Financial News That You Can Use – For Yourself or to Educate the Next Generation
Attorney David Frees Presents Financial, Legal, and Lifestyle News and Tips One of the best ways to safeguard the inheritance that you leave to the next generation, is through trusts. However, teaching children and grandchildren to be financially savvy is the true key to growing and maintaining family wealth across the generations. Here is a …
Married To A Wealthy Spouse? Check His Or Her Will. You Might Be Disinherited Thanks To Congress
The lapse of the federal estate tax may be leaving many wealthy spouses without an inheritance due to formula clauses that no longer work. Estate lawyer David M Frees III and the Wall Street Journal...
Useful Ideas for 2010 and Beyond And Starting Right Now
Strategies, tips, checklist for the new year and tools for updating your wills or estate plan.
The New Year Should Include An Estate Planning Resolution. Why?
Your will might not work any more thanks to Congress. Get your estate plan reviewed since last minuter changes in federal estate tax laws are radically changing...
Want A Quick Review of News Stories and Analysis of The Estate Tax Problem?
Review of news and analysis of the temporary federal estate tax repeal and what to do now by attorney David Frees