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The Deadline For Gift Tax Returns? April 15th or October 15th?

March 27, 2011

You Must File The Gift Tax Return or Extension for Gifts In 2010 By April 15th 2011 If you made a gift to a child or grandchild in 2010 you must file the return or an extension by April 15th. Once the extension is filed, you have until October to …

Income Taxes, Agents, and Preparers Oh My!

March 26, 2011

By Dave Frees

Are you thinking about having your return done for you? A Brief Income Tax Checklist for those hiring or changing their tax preparer For many clients, the thought of doing your own income tax return is tantamount to doing your own tooth extraction. You probably could, but who wants to. And, the likelihood of making …

Veteran’s Benefits Can Help With Assisted Living Costs

March 24, 2011

By Douglas L. Kaune

Many clients prefer to remain in an assisted living setting rather than make the move to a nursing home. The Veteran’s Administration Aid and Attendance Benefit can help extend your or your family member’s stay in an assisted living facility and delay the transition to a nursing home. Assisted living facilities cannot receive Medicaid payments …

Did You Pick The Wrong Trustee For Your Spouse Kids or Grandchildren?

March 18, 2011

By Dave Frees

Did You Pick The Wrong Trustee Under Your Will or Revocable Trust? A Quick Guide To Fixing This Mistake And Updating That Old Will Or Trust First, What is a Trustee? A trustee is named in the trust to manage and oversee the trust.A trustee has the ability to make decisions regarding the assets …

Inheritance Tax Waiver on Investment Account

March 10, 2011

By Douglas L. Kaune

What are Inheritance Tax Waivers? During an estate administration process there are probate and non-probate assets. Non-probate assets typically transfer with ease to the surviving joint owner or named beneficiary. Now there may be an unexpected additional requirement that can slow the transfer process. Investment accounts such as stock, bond or mutual fund accounts owned …

Roll Back Taxes and Natural Gas Leases

February 25, 2011

By Douglas L. Kaune

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 …

Can Estate Planning or Will Make Your Spouse Happy?

January 17, 2011

By Dave Frees

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies. They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …

Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

January 15, 2011

By Dave Frees

Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …

Pennsylvania Attorney David Frees Attends Heckerling Institue Estate Planning Program

January 14, 2011

By Dave Frees

Think Your Estate Is Now Protected From Federal Estate Tax? According To The Tax Lawyers Studying The New Law – Think Again The Heckerling Institute is one of the premier estate planning programs and “think tanks”dedicated to effective estate planning. The lawyers appearing at the institute and those in attendance focus on planning to minimize …

What’s Important In Wills Under The New Estate Tax Law? It’s Not The Same Things Any More

January 12, 2011

By Dave Frees

Want Your Will or Trust To Work Better? The New Federal Estate Tax Law Changes What’s Important Now You and Your Lawyer Will Want To Pay Attention To Different Things and You Can Do More Than Ever Before Under the federal estate tax law in effect since the 1980s, the emphasis for wills and trusts …

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The Deadline For Gift Tax Returns? April 15th or October 15th?

Income Taxes, Agents, and Preparers Oh My!

Veteran’s Benefits Can Help With Assisted Living Costs

Did You Pick The Wrong Trustee For Your Spouse Kids or Grandchildren?

Inheritance Tax Waiver on Investment Account

Roll Back Taxes and Natural Gas Leases

Can Estate Planning or Will Make Your Spouse Happy?

Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

Pennsylvania Attorney David Frees Attends Heckerling Institue Estate Planning Program

What’s Important In Wills Under The New Estate Tax Law? It’s Not The Same Things Any More

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