Estate Planning and Wills – It Has To Be Easy
Your questions about estate planning and how and why to do it are answered
Frequently Asked Questions
Is Your Will Out of Date? Want Peace of Mind?
In just 20 Minutes You Can Have A Free Will Review and Make Sure That Your Old Will, Trust, and Power of Attorney Aren’t Out of Date or Invalid Unruh, Turner, Burke and Frees Offers Free Will Reviews This Fall Have you been wondering if that old will, trust, or …
Pennsylvania Resident? Property Taxes Too High? Need A Property Tax Appeal?
Property Tax Appeals Can Lower Taxes of Over Valued Homes and Commercial Real Estate. In this environment, many of our clients in Delaware, Chester, and Montgomery Counties believe that their homes are now overvalued for real estate tax purposes. If you feel that you’re being taxed on a value that’s simply …
Marcellus Shale – Neutral and Reliable Sources of Information
Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will …
Should You Delay Your Estate Planning Until The Law Changes Again?
Delaying Estate Planing For Law Changes? Does That Make Sense? DO You Delay Other Acts of Love and Responsibility? Well, you’d expect lawyers who make a living advising affluent clients on issues of estate planning to be biased. They’ll tell you to do it now. Why wait? Well, as it turns …
Roll Back Taxes and Natural Gas Leases
As previously discussed, we have many clients who have found themselves in the midst of the Oil and Natural Gas craze that has swept through Pennsylvania (PA). As I have come across nuances in the leasing process and potential pitfalls I have tried to apprise you of them. Recently, we had a client who …
Avoiding Pennsylvania Trustee Mistakes Part Ten of Ten
How To Avoid The Most common Mistakes Trustees Make Failing To Do The Job Of Trustee by: Pennsylvania Attorney David M. Frees III This is the last in our series of brief articles about the most common mistakes trustees make and how to avoid them. It is important to understand the language of …
Avoiding Pennsylvania Trustee Mistakes Part Nine
How To Avoid The Most Common Mistakes Trustees Make Failing To Understand The Role Of Multiple Trustees by: Pennsylvania Attorney David M. Frees III One very big mistake trustees make is failing to understand their role as a trustee among trustees. It is important to understand what a trustee is and what duties …
Avoiding Pennsylvania Trustee Mistakes Part Eight
How To Avoid The Most Common Mistakes Trustees Make Failing To File Tax Returns Or To Seek Professional Assistance by: Pennylvania Attorney David M. Frees III Too many trustees have been sued for failing to properly administer or invest trust assets under Pennsylvania law. Pennsylvania has recently become more highly regulated from …
Avoiding Pennsylvania Trustee Mistakes Part Seven
How To Avoid The Most Common Mistakes Trustees Make Failing to Properly Reform, Amend, or Terminate by: David M. Frees III As a trustee do you need to have all the beneficiaries consent to amend the trust? How does the trust I am managing terminate? Many Pennsylvania trustees fail to reform, amend, …