wealth planning

Special Needs Trusts: Using a Trust Protector

July 1, 2010

We prepare special needs trusts for beneficiaries to help insure the recipient of inherited or gifted assets can continue to qualify for government or private benefits. Clients who are creating these trusts often struggle to decide who they should appoint as trustee of the trust. We want to make sure that we select the correct person …

Senate Action Urged on Estate Taxes – Trying To End The Uncertainty

June 18, 2010

By Dave Frees

Federal Estate Tax Reform and Certainty Is Needed by: David M. Frees III, Esquire Congress failed, at the end of the year to enact any estate tax reform. As a result, the tax was eliminated for a one year period. This might seem like a blessing, but currently, many people’s documents no longer function as …

IRS Information on College Education and Taxes – Do You Need A New Will When You Have College Aged Kids

May 25, 2010

By Dave Frees

Need more information on paying for college, wills and tax issues?

When Is A Bank The Best Trustee In A Pennsylvania Trust?

May 24, 2010

By Dave Frees

Chosing the best trustee might mean a bank as trustee in certain cases.

The Looming Federal Estate Tax – What’s Your View?

May 17, 2010

By Dave Frees

David M Frees Esq on Pennsylvania Inheritance Tax, The Federal Estate Tax and What Worries You? For the next few months, there is no federal estate tax. Many states ( including Pennsylvania) still have an inheritance tax, and the federal gift tax laws remain in effect. But soon, estates of more than 1 million dollars …

What is A Trust Protector and When Do I Need One?

May 10, 2010

By Dave Frees

Trust protectors can provide flexibility in these times of changing laws and tax laws in trusts under your will and for irrevocable trusts...

Inherited Roth IRA Distribution Rules

May 7, 2010

By Douglas L. Kaune

As a result of the more lenient Roth conversion rules, we have been reviewing the federal estate tax, income tax and distribution issues relating to Roth IRA conversions with clients. I thought this article provided a nice synopsis of the distribution rules facing beneficiaries of a Roth IRA. Here is another article with some …

Are GRATs (Grantor Retained Annuity Trusts) Dead?

April 9, 2010

By Dave Frees

GRATs are one of the best estate planning techniques for families with welath of over 1 million dollars and they are under legislative attack. The time to act may be very limited. Read more if you have ever considered a GRAT.

When is My Gift Tax Return Due? Read On If You’re Short On Time!

April 3, 2010

By Dave Frees

Gift Tax Returns Are Due Now! Gift tax returns are due by April 15th of the year following the gift. You must file a return if you have made a gift of a hard to value asset such as real estate or an interest in a closely held business. You may also need to …

Life Insurance and Estate Planning – What Are They Saying Behind Our Backs?

April 3, 2010

By Dave Frees

Get the scoop on what life insurance sales people and their industry are saying about the federal estate tax and estate planning when you're not looking.

We Listen.

Special Needs Trusts: Using a Trust Protector

Senate Action Urged on Estate Taxes – Trying To End The Uncertainty

IRS Information on College Education and Taxes – Do You Need A New Will When You Have College Aged Kids

When Is A Bank The Best Trustee In A Pennsylvania Trust?

The Looming Federal Estate Tax – What’s Your View?

What is A Trust Protector and When Do I Need One?

Inherited Roth IRA Distribution Rules

Are GRATs (Grantor Retained Annuity Trusts) Dead?

When is My Gift Tax Return Due? Read On If You’re Short On Time!

Life Insurance and Estate Planning – What Are They Saying Behind Our Backs?

Sophisticated, Responsive and Focused.