Pennsylvania wills

Strengthening Your Special Needs Trust

October 5, 2009

by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

What Can You Learn From Senator Kennedy’s Will and Trusts?

September 29, 2009

By Dave Frees

David M. Frees examines Senator Kennedy's will and how he used wills and trusts to protect family and privacy. This article also examines how he selected his executors and trustees.

When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected

September 28, 2009

By Dave Frees

Making your will work even when challenged. Leaving a person out of the will.

Mistakes Executors Make and How To Avoid Them

September 2, 2009

By Dave Frees

Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …

The Will TO DO List For Parents

August 31, 2009

By Dave Frees

If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …

Protecting Your Estate Plan From Challenges and Attack

August 17, 2009

By Dave Frees

If you have a second marriage, step children, children from separate marriages or who are treated unequally under your plan, then you must protect your will and estate plan from attack.

Who Needs A Will In Pennsylvania? You Do According To USA Today

July 13, 2009

By Dave Frees

I recently posted a short review of USA Today’s excellent article on the question of who needs a will? So if you have been wondering “Do I need a will?” then click here for more information on the question “Who needs a will?” For more information and secrets of doing an effective will, …

Avoiding Will Contests – How To Prepare For The Worst

July 13, 2009

By Dave Frees

Have you thought about disinheriting a child or grandchild? Do you intent to “write” an heir out of your will who might expect an inheritance? Are you leaving one child more than another child? Do you children have radically different needs and you are considering an unequal distribution or gift to your children? If you …

What Controls? The Will or The Beneficiary Designation?

May 29, 2009

By Dave Frees

Are you a Pennsylvania resident? Do you know whether or not your will controls or the beneficiary designation for your life insurance, annuities, and other non probate assets controls who gets those assets? I recently ran across this great little article on the important question of which controls – The will or the named …

Estate Planning For You..And A Gift For Your Spouse or Loved One

April 23, 2009

By Dave Frees

Most people don’t think of the process of estate planning as having any benefit for themselves. Do you? For most of us, the process of estate planning is something that we endure for the benefit of our family, friends, and/or a favorite charity. You want your legacy to go where you want it to go. …

We Listen.

Strengthening Your Special Needs Trust

What Can You Learn From Senator Kennedy’s Will and Trusts?

When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected

Mistakes Executors Make and How To Avoid Them

The Will TO DO List For Parents

Protecting Your Estate Plan From Challenges and Attack

Who Needs A Will In Pennsylvania? You Do According To USA Today

Avoiding Will Contests – How To Prepare For The Worst

What Controls? The Will or The Beneficiary Designation?

Estate Planning For You..And A Gift For Your Spouse or Loved One

Sophisticated, Responsive and Focused.