Uncategorized

It’s Time To Start or To Return To College – Did Your Son or Daughter Leave You With A Power of Attorney?

September 5, 2010

It’s that time of year when our college aged children go back to college and we may not see them again until Thanksgiving. But, they might need our help inn between, and without a power of attorney that might mean trouble. We tend to think that powers of attorney are for the elderly. And, it’s …

GRAT Planning For Federal Estate Tax Savings Under Scrutiny

August 25, 2010

By Douglas L. Kaune

The Grantor Retained Annuity Trust (GRAT) has been an excellent and widely used federal estate tax savings tool. However, President Obama took aim at the GRAT in his 2011 budget proposals. Additionally, the House has included provisions targeting short-term and rolling GRAT planning tools in legislation that has passed at that level. Although that particular House …

New Resources For Building and Protecting Your Estate and Your Estate Plan

August 16, 2010

By Dave Frees

I know that the title to this article: “Resources for Building and Protecting Your Estate and Your Estate Plan” is both long (imagine that, a long winded lawyer) and apparently silly. How do I know that it sounded silly? This is a suggestion for a resource sent to me by one of my sons when …

Federal Estate Tax Law Not To Be Addressed Until Fall or After

August 5, 2010

By Douglas L. Kaune

No Federal Estate Tax Answers forthcoming this Summer. By: Douglas L. Kaune, Esq. Congress is entering its August recess and there has been no progress made on the topic of Estate Tax Reform. Analysts are clearly thinking that the Estate Tax issue will not be addressed until the Fall or later. Interestingly, everyone, including members …

If You Don’t Have A Will The State Of Pennsylvania Has Done One For You – Is It What You Want?

July 27, 2010

By Dave Frees

What happens if you die without a will (intestate) in the State of Pennsylvania? Will lawyer David Frees has the answers

Future Federal Estate Tax System: Still Looking For Answers for 2011

July 22, 2010

By Douglas L. Kaune

Future Federal Estate Tax System: Still Looking For Answers for 2011 By: Douglas L. Kaune, Esquire Estate planning attorneys and their clients would like to know what the future of the federal estate tax system holds for them. As many know, we are in uncharted territory with no federal estate tax in 2010, with an …

The Car Insurance Coverage You Need To Protect Yourself and Your Family

July 20, 2010

By Dave Frees

What You Don’t Know About Insurance Can Hurt You Get Your copy for free. Attorney David Frees and his brother Robb Frees, a Pennsylvania insurance agent and insurance coverage expert, have teamed up to write a new book on the insurance coverage that most agents and insurance companies seem to ignore but your …

Steinbrenner’s Death In 2010 Saves Heirs $500 Million!!

July 14, 2010

By Douglas L. Kaune

Some people are very skilled at making money and protecting what they make from taxes during their lifetimes. Now, some wealthy individuals can even manage to make/save money just based on their dates of death. George Steinbrenner, an amazing businessman and majority owner of the New York Yankees, is the most iconic symbol of this …

Estate Planning For Minors Update: James is 1 Year Old

June 21, 2010

By Douglas L. Kaune

Just over a year ago I posted an article advising you of the birth of our son, James Douglas Kaune. I also took the time to emphasize the need to do proper estate planning to protect your minor children. Well, James

The Latest News on GRATs -Grantor Retained Annuity Trusts – In Congress

June 17, 2010

By Dave Frees

David M. Frees III, Esquire on The Ten Year GRAT The Houses Passes A New 10 Year GRAT Requirement On June 15th, the US House passed H.R. 5486 (a “jobs bill”) that contained a requirement that GRATS (Grantor Retained Annuity Trusts) be for a term of at least 10 years. As readers know, we have …

We Listen.

It’s Time To Start or To Return To College – Did Your Son or Daughter Leave You With A Power of Attorney?

GRAT Planning For Federal Estate Tax Savings Under Scrutiny

New Resources For Building and Protecting Your Estate and Your Estate Plan

Federal Estate Tax Law Not To Be Addressed Until Fall or After

If You Don’t Have A Will The State Of Pennsylvania Has Done One For You – Is It What You Want?

Future Federal Estate Tax System: Still Looking For Answers for 2011

The Car Insurance Coverage You Need To Protect Yourself and Your Family

Steinbrenner’s Death In 2010 Saves Heirs $500 Million!!

Estate Planning For Minors Update: James is 1 Year Old

The Latest News on GRATs -Grantor Retained Annuity Trusts – In Congress

Sophisticated, Responsive and Focused.