Frequently Asked Questions

Are You the Executor of an Insolvent Estate? What Happens Now?

February 15, 2013

What Legal Fees and Debts Get Paid First? Pennsylvania law provides an order in which certain expenses, taxes, and claims need to be paid when an estate does not have sufficient funds. Please Click Here, to learn about the order in which these fees and debts need to be paid.

Will Your Estate or Trust Administration be Affected by the New Medicare Surtax in 2013?

February 12, 2013

By Dave Frees

What Does This New 2013 Surtax Mean to You? Some trusts and estates will be subject to the additional 3,8% Medicare Surtax in 2013. Please Click Here, to learn more about the Medicare Surtax and if it will affect your estate or trust administration.

What Do You Need to Know When Naming a Beneficiary?

February 8, 2013

By Dave Frees

A “beneficiary” is a person or entity that you have chosen to recieve the value of your estate, retirement plans, or insurance policies. Please click here, for more information regarding who, what, and how to choose your beneficiaries.

Determine What Court Has Authority Over an Adult Guardianship?

February 5, 2013

By Dave Frees

Determining Jurisdiction for an Incapacitated Person? Figuring out how and where to file for guardianship for an incapacitated person can be very confusing. Therefore, many states have adopted the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act to try and solve the confusion. Click here, for more information about where and how to file for guardianship. For more …

Where Is The Best Place To Store Your Will?

January 28, 2013

By Dave Frees

What Are The Smartest and Safest Places To Store A Will? There are many different locations that you can store your last will and testament. Please click here, for suggestions as to what are the smartest and safest locations for your will. For more information regarding estate planning documents please contact Unruh, Turner, Burke …

The 2013 Estate and Gift Tax Changes and You – Strategies and Info on The New Laws for 2013 and Beyond

January 18, 2013

By Dave Frees

The new estate and gift tax rules and what you need to consider in your...

Why Joint Accounts Can Cause Family Disputes

November 12, 2012

By Dave Frees

How can joint accounts cause family feuds? When joint accounts do not align with your will, trust, or estate planning family feuds can occur. For more information as to how joint accounts cause family disputes click here.

Does an Executor Have to Sell Real Estate when the Seller Dies?

November 9, 2012

By Dave Frees

The use of specific performance may force an executor to sell real estate once the seller has died

Updating Your Will or Trust- Can Estate Plans “Go Out of Warranty”

November 5, 2012

By Dave Frees

changes in executors, family circumstances, life insurance, and other financial factors can require and update to your estate planning

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Are You the Executor of an Insolvent Estate? What Happens Now?

Will Your Estate or Trust Administration be Affected by the New Medicare Surtax in 2013?

What Do You Need to Know When Naming a Beneficiary?

Determine What Court Has Authority Over an Adult Guardianship?

Where Is The Best Place To Store Your Will?

The 2013 Estate and Gift Tax Changes and You – Strategies and Info on The New Laws for 2013 and Beyond

Why Joint Accounts Can Cause Family Disputes

Does an Executor Have to Sell Real Estate when the Seller Dies?

Updating Your Will or Trust- Can Estate Plans “Go Out of Warranty”

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