Estate Planning

The Top Mistakes of PA Executors and How To Avoid Them

March 16, 2009

I recently completed a great new report entitled “The Top Ten Mistakes Executors Make and How To Avoid Them.” This report is great for people who are or will be serving as executors of Pennsylvania estates for the obvious reason that it will help you to avoid personal liability. And, the report is also …

Beneficiary Designation Disaster

March 11, 2009

By Douglas L. Kaune

One of the most frequently neglected parts of the estate planning process is the proper use of beneficiary designations on life insurance, IRA’s, 401k’s, annuities and other similar assets. Failure to properly prepare and update a beneficiary designation can significantly change the disposition of assets someone intends to be carried out by his or her …

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. …

Taxes and Estate Planning – What Tax Systems Really Matter?

March 1, 2009

By Dave Frees

If you are a Pennsylvania resident, there are many different taxes and tax systems that have to be considered in creating any truly effective plan. In addition to the federal estate taxes, you should also consider the effect of gift taxes, state and federal income taxes, the Pennsylvania Inheritance Tax, and in many cases, the …

Family Get Togethers and Business Meetings Are Part of Leaving a Great Legacy and Building A Great Life and A Great Estate Plan

March 1, 2009

By Dave Frees

How meeting software and calendar coordinating web sites make your life a little better, your relationships stronger, and your estate and asset planning more effective. Have you found that the pace of your life or your business is so hectic that even getting together with family, friends, and for business is getting harder …

Some Things That Can Ruin Estate Plans and Information We Need To Adapt

February 23, 2009

By Dave Frees

Our best laid plans can go awry. And, as they say in the armed forces, “No plan survives contact with the enemy.” Indeed, many financial plans have been rendered obsolete or non functional by recent events. As we have observed before, many wills and estate plans in Pennsylvania fail because families fail to structure their …

We Answer Your Questions About Pour Over Wills, Handwritten Wills and, Who Should Be executor

February 23, 2009

By Dave Frees

We have just posted the answers to some of your recent questions. Please enjoy this brief video and the answers to your questions. Just click below: What is a pour over will? Click Here. What is a Holographic or Handwritten Will and why avoid them? Click Here. Who should be the executor …

The Stimulus Package – Want To Know What It Really Says?

February 16, 2009

By Dave Frees

Many of our clients have expressed an interest in the Federal Stimulus Package. Now that it has become law, we have a link for you to visit and read the text (over 1,000 pages of it). You can also leave feedback and comment. Beware, that this stuff can put you to sleep so we strongly …

We Listen.

The Top Mistakes of PA Executors and How To Avoid Them

Beneficiary Designation Disaster

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

Taxes and Estate Planning – What Tax Systems Really Matter?

Family Get Togethers and Business Meetings Are Part of Leaving a Great Legacy and Building A Great Life and A Great Estate Plan

Some Things That Can Ruin Estate Plans and Information We Need To Adapt

We Answer Your Questions About Pour Over Wills, Handwritten Wills and, Who Should Be executor

The Stimulus Package – Want To Know What It Really Says?

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