Excutors and Trustees

Beneficiary Designation Disaster

March 11, 2009

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 …

How long does probate take?

February 25, 2009

By Douglas L. Kaune

The length of the probate process in Pennsylvania (PA) or other states varies greatly from estate to estate. The determining factors include the assets involved in the estate, the experience of the Executor/Administrator and counsel and the ease in dealing with the beneficiaries. Contrary to common belief, the process is rarely impacted by the actual …

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 …

What is probate?

February 18, 2009

By Dave Frees

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, …

More On The Federal Estate Tax – Straight from the IRS

January 27, 2009

By Dave Frees

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, …

We Listen.

Beneficiary Designation Disaster

How long does probate take?

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

What is probate?

More On The Federal Estate Tax – Straight from the IRS

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