david Frees

Can You Request An Extension To File A Federal Estate Tax Return?

September 15, 2010

Can You Get An Extension To File A Federal Estate Tax Return (Form 706)? In 2010 there is no federal estate tax and the IRS is not currently accepting the form 706. In case you’re wondering why anyone would file an estate tax return when there is no estate tax, that’s another story for another …

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’re Not Married – Do We Need A Will?

January 26, 2010

By Dave Frees

Estate planning for unmarried couples is a must. Without a will many protections for married couples will not apply...

Financial News That You Can Use – For Yourself or to Educate the Next Generation

January 4, 2010

By Dave Frees

Attorney David Frees Presents Financial, Legal, and Lifestyle News and Tips One of the best ways to safeguard the inheritance that you leave to the next generation, is through trusts. However, teaching children and grandchildren to be financially savvy is the true key to growing and maintaining family wealth across the generations. Here is a …

Executor Fees In Pennsylvania – Who Can Reduce These Fees? It May Not Be Just Who You Think

August 24, 2009

By Dave Frees

Historically, executor fees in Pennsylvania and how much can be charged by an executor, have been governed by fee guidelines as opposed to state statutory fees. For a review of a common fee guideline, see my article on the Johnson Estate Guidelines on Executor Fees. As a result, the probate courts have always had …

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

May 11, 2009

By Dave Frees

If you have accumulated any wealth during your lifetime, and you have the desire to pass all or part of that legacy on to your heirs, you have probably been reading quite a bit lately about the unique planning opportunities that exist today. And, it is true, that there are some conditions in the market …

The Stimulus Package – Want To Know What It Really Says?

February 16, 2009

By Dave Frees

Many of our clients have expressed an interest in the Federal Stimulus Package. Now that it has become law, we have a link for you to visit and read the text (over 1,000 pages of it). You can also leave feedback and comment. Beware, that this stuff can put you to sleep so we strongly …

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

January 27, 2009

By Dave Frees

Effective as of January 1, 2009, the federal estate tax has a new exemption amount. Currently, estates are exempt if they are below $3.5 million Dollars. That’s the good news. The bad news is that many people may still be subject to the tax even though they think that they and their families are free …

More On The Federal Estate Tax – Straight from the IRS

January 27, 2009

By Dave Frees

At Unruh Turner Burke and Frees, the Trust Estates and Wealth Preservation section has developed a number of valuable resources for our clients to both understand and to manage their federal estate tax liability. We represent many affluent and moderately affluent clients and families who want to minimize or eliminate this tax, reduce inheritance taxes, …

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Can You Request An Extension To File A Federal Estate Tax Return?

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

We’re Not Married – Do We Need A Will?

Financial News That You Can Use – For Yourself or to Educate the Next Generation

Executor Fees In Pennsylvania – Who Can Reduce These Fees? It May Not Be Just Who You Think

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

The Stimulus Package – Want To Know What It Really Says?

Does The Federal Estate Tax Apply To You? You Might be Unpleasantly Surprised – Or Not

More On The Federal Estate Tax – Straight from the IRS

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