Trusts

Some Things That Can Ruin Estate Plans and Information We Need To Adapt

February 23, 2009

Our best laid plans can go awry. And, as they say in the armed forces, “No plan survives contact with the enemy.” Indeed, many financial plans have been rendered obsolete or non functional by recent events. As we have observed before, many wills and estate plans in Pennsylvania fail because families fail to structure their …

Protecting Children and Granchildren Form Divorce and Lawsuits

February 10, 2009

By Dave Frees

Concerned that a child or grandchild might lose an inheritance to divorce or a lawsuit? There are techniques that can be used to protect lifetime trusts and transfers and transfers under your will. Often referred to as Beneficiary Controlled Trusts, or testamentary asset protection trusts, these vehicles can give an heir control over assets …

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

January 27, 2009

By Dave Frees

Effective as of January 1, 2009, the federal estate tax has a new exemption amount. Currently, estates are exempt if they are below $3.5 million Dollars. That’s the good news. The bad news is that many people may still be subject to the tax even though they think that they and their families are free …

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, …

Estate Planning and Asset Protection For Families In A Difficult Economy – The Silver Lining

January 6, 2009

By Dave Frees

Yes. Believe it or not the current economic down turn presents some serious estate and asset protection planning advantages. Now I never encourage clients to give away or to give up control over assets that they might need. But, once your core assets reach a point where you feel secure in maintaining your lifestyle, …

Welcome to The Wealth Preservation Trust and Estates Section Blog

December 2, 2008

By Dave Frees

Are you – Worried about your children and grandchildren getting sued or divorced and losing their assets or an inheritance? Concerned that your estate plan no longer reflects your current thinking or the current laws? Wondering how to best protect your assets and your lifestyle for yourself and your heirs? An Executor or administrator, or …

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Some Things That Can Ruin Estate Plans and Information We Need To Adapt

Protecting Children and Granchildren Form Divorce and Lawsuits

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

More On The Federal Estate Tax – Straight from the IRS

Estate Planning and Asset Protection For Families In A Difficult Economy – The Silver Lining

Welcome to The Wealth Preservation Trust and Estates Section Blog

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