We Listen.

Estates

What is probate?

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Probate is the court oversight of the estate administration process after a person passes away. Only certain assets are considered probate in nature. Probate assets typically are those owned by the decedent in the decedent’s individual name without a beneficiary designated. The Executor, where there is a will, or Administrator, where there is no will, …

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PA Inheritance Tax

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The inheritance tax is a tax on the assets owned or controlled by a decedent at the time of his or her death and applies to assets individually owned, jointly owned and with beneficiaries designated. The tax does not apply to life insurance on the decedent’s life. It also applies to assets the decedent gifted …

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More On The Federal Estate Tax – Straight from the IRS

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At Unruh Turner Burke and Frees, the Trust Estates and Wealth Preservation section has developed a number of valuable resources for our clients to both understand and to manage their federal estate tax liability. We represent many affluent and moderately affluent clients and families who want to minimize or eliminate this tax, reduce inheritance taxes, …

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Obama To Keep The Estate Tax and Action Is Expected Soon

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If you are interested in the status of the federal estate tax and how it may affect your planning as a resident of Pennsylvania please read more of the brief article that I posted this morning summarizing the Wall Street Journal’s analysis of the President and Congressional views on the need to move quickly on …

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Welcome to The Wealth Preservation Trust and Estates Section Blog

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Are you – Worried about your children and grandchildren getting sued or divorced and losing their assets or an inheritance? Concerned that your estate plan no longer reflects your current thinking or the current laws? Wondering how to best protect your assets and your lifestyle for yourself and your heirs? An Executor or administrator, or …

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