chester county will lawyer

In PA Changing a Will After Death and Probate: Qualified Disclaimers

December 15, 2009

Beneficiaries can use a qualified disclaimer to change distribution under a last will and testament after date of death and after probate in Pennsylvania (PA) and other states. A beneficiary can actually refuse all or a portion of his or her share of a decedent’s probate or non probate assets. Click here for the technical requirements …

Prenuptial Agreements and Pennsylvania Estate Planning – What The Tiger Woods Disaster Reminds Us To Do

December 5, 2009

By Dave Frees

Avoid damaging and expensive family disputes. Use a prenuptial agreement or post nup if you have children from a prior marriage or you are contemplating remarriage.

Strengthening Your Special Needs Trust

October 5, 2009

By Douglas L. Kaune

by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

Divorce and Asset Protection For Beneficiaries Cont.

September 21, 2009

By Douglas L. Kaune

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 …

Did You Throw Away That Mattress? Another Reason To Worry About Your “Investments”

June 12, 2009

By Dave Frees

Here is a great email I received. Funny, dangerous, and reason to be careful with that used mattress. Protecting Family Assets (even mattresses)

Amend Your Estate Planning After Divorce

May 6, 2009

By Douglas L. Kaune

If you are going through or have recently completed a divorce proceeding, you should reassess your will, trusts, beneficiary designations, power of attorney, life insurance, medical power of attorney and living will. It is likely that all of these documents will need to be changed to insure that the proper beneficiaries, executors, trustees and guardians …

Mom, Apple Pie, and The Death Tax – Another Man’s Views

April 21, 2009

By Dave Frees

This is an alternative view on federal estate tax changes but be aware, not entirely accurate on the facts.

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

April 13, 2009

By Dave Frees

Completing your Enhanced Estate Plan(TM) our proprietary process (often consisting of a Will, Power of Attorney, Advanced Medical Directive and one or more Trusts), is often viewed as the end of the process. But, smart clients and estate and asset protection planners know that there is still a bit more to do. I can hear …

New Alert ON RMDs From IRAs

March 30, 2009

By Dave Frees

If you are 70 1/2 or older there are new rules on required minimum distributions from your IRA. Just click the highlighted line to read more. David M. Frees III Pennsylvania Lawyer Avvo Rated 9.4 Superb. Visit our convenient offices serving Chester County, Montgomery County, as well as Lancaster County, Berks …

Update Your Tax Software For Protection and Tax Savings

March 10, 2009

By Dave Frees

Just a quick reminder that there were many changes in the tax laws for tax year 2008. And, to make sure that take advantage of any beneficial changes you should update the program and download any recent updates before preparing your return. For more, just click here to visit the Wall Street Journals article. …

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In PA Changing a Will After Death and Probate: Qualified Disclaimers

Prenuptial Agreements and Pennsylvania Estate Planning – What The Tiger Woods Disaster Reminds Us To Do

Strengthening Your Special Needs Trust

Divorce and Asset Protection For Beneficiaries Cont.

Did You Throw Away That Mattress? Another Reason To Worry About Your “Investments”

Amend Your Estate Planning After Divorce

Mom, Apple Pie, and The Death Tax – Another Man’s Views

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

New Alert ON RMDs From IRAs

Update Your Tax Software For Protection and Tax Savings

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