Estate Planning

Changing Your Estate Plan With a Malvern Estate Attorney

September 11, 2012

Malvern Estate Attorney Discusses Implications of Moving on Estate Plan Having an estate plan is very important to making sure your estate passes smoothly, and with minimal taxes, to your heirs upon your death. However, you may not devote much time thinking about the plan once it is created, considering it has already …

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

August 12, 2012

By Dave Frees

When you think about doing the right thing and taking care of your spouse, children, friends or loved ones, you probably say to yourself: "I've really got to do a will." But there are....

Are You Responsible for Your Parents’ Nursing Home Bills? In Pennsylvania The answers Is Now Bad News For Many Families

June 24, 2012

By Dave Frees

Whether You Are Affluent or of Modest Means – You Now Have A New Concern in Pennsylvania – Being Responsible For Your Parents Nursing Home Bills and Expenses By: David M. Frees III, JD Many people have asked through the years whether or not …

Estate Planning For Pennsylvania Blended Families

February 25, 2012

By Dave Frees

PA estate and trust attorney David Frees reviews the estate planning issues facing blended families

A Failed Family Limited Partnership

January 31, 2012

By Dave Frees

Family Limited Partnerships A family limited partnership can clearly be a great estate and business-planning tool but if it is drafted or implemented incorrectly it could cost you money and headaches. Family Limited Partnerships allow families to own and operate a business or series of investments as part of an executor estate plan …

Mitt Romney’s Tax Return and Estate Planning Strategies of The Rich and Famous That Matter To You

January 26, 2012

By Dave Frees

The Romney’s 2010 tax return (which is quite lengthy and can be viewed in it’s entirety by clicking Mitt Romney’s Tax Return) gives us a few hints about trust and estate planning techniques of the wealthy that may have relevance for you – even if your net worth is closer to 1 million dollars than 150 million. …

Your Worst Nightmare…… A Bad Executor

January 18, 2012

By Dave Frees

Picking an executor is a critical part of any sophisticated or even simple and effective estate plan. Having the wrong executor or someone that does not fully understand your wishes can wreak havoc on your estate’s administration and more importantly on the execution of your wishes. In fact, other than the decision to create and …

Using the MIDGT To Take Advantage of Long Term Care Expense Deductions

December 9, 2011

By Douglas L. Kaune

One of the Irrevocable Trusts we prepare for clients who enter into Nursing Home Asset Protection planning is referred to as the Medicaid Intentionally Defective Grantor Trust (MIDGT). One of the tax features of the MIDGT is that the person, usually an elderly parent, who transfers assets to the irrevocable trust will continue to be …

Who Gets What When You Die Without A Will? A Review of Pennsylvania Intestacy

November 11, 2011

By Dave Frees

When a person dies without a will, (intestate), his or her property will go through a court supervised intestate process. That process is a set of inflexible rules created by state law that dictates how the deceased person’s property and assets are distributed. Only a will, or a non probate beneficiary designation (a combination of …

IRS Releases Guidance on Federal Estate Tax Exemption Portability (Notice 2011-82, September 29, 2011)

October 3, 2011

By Douglas L. Kaune

As many of you know, the present Federal Estate Tax Law allows for a surviving spouse to carry forward the Federal Estate Tax Exemption available to his or her deceased spouse at his or her death. To garner the benefits of this “Portability” provision, the Internal Revenue Service (also referred to as “IRS”) does not …

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Changing Your Estate Plan With a Malvern Estate Attorney

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

Are You Responsible for Your Parents’ Nursing Home Bills? In Pennsylvania The answers Is Now Bad News For Many Families

Estate Planning For Pennsylvania Blended Families

A Failed Family Limited Partnership

Mitt Romney’s Tax Return and Estate Planning Strategies of The Rich and Famous That Matter To You

Your Worst Nightmare…… A Bad Executor

Using the MIDGT To Take Advantage of Long Term Care Expense Deductions

Who Gets What When You Die Without A Will? A Review of Pennsylvania Intestacy

IRS Releases Guidance on Federal Estate Tax Exemption Portability (Notice 2011-82, September 29, 2011)

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