Pennsylvania wills

Deciding How Much Money to Put in a Special Needs Trust

April 22, 2009

Special Needs Trust Planning for disabled beneficiaries is tremendously important. Gifts to disabled beneficiaries during lifetime and through wills should be made to specifically designed Special Needs Trusts. These trusts are designed to provide a safe and secure place for the gift or inheritance while allowing disabled beneficiaries to continue receiving government based benefits such …

Have You Ever Wondered “Do I Need A Will?” Apparently Yes.

April 20, 2009

By Dave Frees

Periodically clients ask “Do I even need a will?” And, you would expect a lawyer who drafts wills, and trusts, and asset protection plans in Pennsylvania to say yes. And, you should know, that I believe in the value of what I help people to do. And, I have seen many examples of little or …

Flat Fees For Lawyers – Executors Want to Know the Cost of Probate

April 19, 2009

By Dave Frees

If you are an executor of a Pennsylvania estate, read this artcile before you hire counsel. The one thing that families, beneficiaries and executors all want is to minimize the costs of probate and even administering a trust or estate not subject to probate. Most firms still charge according to fee guidelines, or on an …

529 Plans – Want To Know How The Obamas Are Saving For College For The Kids?

April 18, 2009

By Dave Frees

With the cost of 4 year college educations continuing to soar and, to out pace inflation, many of us are wondering how to save for our children. There are a variety of tools ranging from multiple 529 plans to UTMA accounts, to trusts, and outright savings in the parent’s own names. But, if you want to …

A Great Little Estate Planning Article

April 17, 2009

By Dave Frees

This article is a quick read and very informative on the issue of how and why to work with your advisers to make sure that your estate planning works.

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

April 13, 2009

By Dave Frees

Completing your Enhanced Estate Plan(TM) our proprietary process (often consisting of a Will, Power of Attorney, Advanced Medical Directive and one or more Trusts), is often viewed as the end of the process. But, smart clients and estate and asset protection planners know that there is still a bit more to do. I can hear …

New Alert ON RMDs From IRAs

March 30, 2009

By Dave Frees

If you are 70 1/2 or older there are new rules on required minimum distributions from your IRA. Just click the highlighted line to read more. David M. Frees III Pennsylvania Lawyer Avvo Rated 9.4 Superb. Visit our convenient offices serving Chester County, Montgomery County, as well as Lancaster County, Berks …

The Death Tax Update

March 29, 2009

By Dave Frees

Both the Senate and the US House of Representatives are now working on bills that would reform the federal estate tax (also known as the death tax) before the end of this year. Both bills contain a $3.5 million dollar exemption per person. This would allow an individual Pennsylvania resident to shelter $3.5 million dollars …

The Top Mistakes of PA Executors and How To Avoid Them

March 16, 2009

By Dave Frees

I recently completed a great new report entitled “The Top Ten Mistakes Executors Make and How To Avoid Them.” This report is great for people who are or will be serving as executors of Pennsylvania estates for the obvious reason that it will help you to avoid personal liability. And, the report is also …

Beneficiary Designation Disaster

March 11, 2009

By Douglas L. Kaune

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 …

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Deciding How Much Money to Put in a Special Needs Trust

Have You Ever Wondered “Do I Need A Will?” Apparently Yes.

Flat Fees For Lawyers – Executors Want to Know the Cost of Probate

529 Plans – Want To Know How The Obamas Are Saving For College For The Kids?

A Great Little Estate Planning Article

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

New Alert ON RMDs From IRAs

The Death Tax Update

The Top Mistakes of PA Executors and How To Avoid Them

Beneficiary Designation Disaster

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