wealth planning

Divorce and Asset Protection For Beneficiaries Cont.

September 21, 2009

We continue to receive inquiries from clients in search of ways to protect the assets they leave to their children and beneficiaries from divorce, law suits and creditors. Although clients protection from tax liability is of continued importance, asset protection in estate planning has grown in significance. Clients recognize that 50% or more of the …

Teaching The Next Generation About Money and Wealth – A Gift From Dave Frees

September 5, 2009

By Dave Frees

Regardless of where you are on your personal journey of building wealth and a legacy, you probably want to teach your children or grandchildren about how to successfully, and happily build, keep, share, and grow wealth. Years ago I discovered a great resource to help with that task. It is a book by George S. …

The Will TO DO List For Parents

August 31, 2009

By Dave Frees

If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …

Is Your Pennsylvania IRA Still Protected From Lawsuits?

August 31, 2009

By Dave Frees

A recent case has opened a new door for someone suing you to try to reach or to attack your IRA. And, while IRAs usually have a heightened level of asset protection, my new article on this topic has a few suggestion – especially if you have a self directed IRA. Please click here to …

Protecting Your Estate Plan From Challenges and Attack

August 17, 2009

By Dave Frees

If you have a second marriage, step children, children from separate marriages or who are treated unequally under your plan, then you must protect your will and estate plan from attack.

Pennsylvania Executors – Avoiding The Mistakes That Lead To Personal Liability

August 1, 2009

By Dave Frees

Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …

How Do I Pay For Estate and Inheritance Taxes Parts One and Two

July 30, 2009

By Dave Frees

David M Frees III answers the questions: When are death taxes due? and How do I pay for death taxes?

Family Limited Partnerships – Victory and Some Pointers

July 7, 2009

By Dave Frees

In a recent case, the tax payer had a victory over an IRS challenge that sought to include the full value of FLP (family limited partnerships) assets into the decedent’s estate. Family limited partnerships are often used to manage family businesses, real estate ventures, and even in some cases, publicly traded securities and other more …

What Controls? The Will or The Beneficiary Designation?

May 29, 2009

By Dave Frees

Are you a Pennsylvania resident? Do you know whether or not your will controls or the beneficiary designation for your life insurance, annuities, and other non probate assets controls who gets those assets? I recently ran across this great little article on the important question of which controls – The will or the named …

Your Government Doesn’t Like Off Shore Accounts. Should You?

May 17, 2009

By Dave Frees

Off shore accounts have been getting a pretty bad rap in the news media with the leaders of both America and Great Britain making multiple appearances to clearly establish that tax havens are just for the big corporations and illegal players seeking to evade taxes and engage in unlawful activities. The attached article examines the …

We Listen.

Divorce and Asset Protection For Beneficiaries Cont.

Teaching The Next Generation About Money and Wealth – A Gift From Dave Frees

The Will TO DO List For Parents

Is Your Pennsylvania IRA Still Protected From Lawsuits?

Protecting Your Estate Plan From Challenges and Attack

Pennsylvania Executors – Avoiding The Mistakes That Lead To Personal Liability

How Do I Pay For Estate and Inheritance Taxes Parts One and Two

Family Limited Partnerships – Victory and Some Pointers

What Controls? The Will or The Beneficiary Designation?

Your Government Doesn’t Like Off Shore Accounts. Should You?

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