Estate tax

Will Your Estate or Trust Administration be Affected by the New Medicare Surtax in 2013?

February 12, 2013

What Does This New 2013 Surtax Mean to You? Some trusts and estates will be subject to the additional 3,8% Medicare Surtax in 2013. Please Click Here, to learn more about the Medicare Surtax and if it will affect your estate or trust administration.

A Failed Family Limited Partnership

January 31, 2012

By Dave Frees

Family Limited Partnerships A family limited partnership can clearly be a great estate and business-planning tool but if it is drafted or implemented incorrectly it could cost you money and headaches. Family Limited Partnerships allow families to own and operate a business or series of investments as part of an executor estate plan …

U.S. Rep Ross Wants To Kill The Estate Tax

May 15, 2011

By Dave Frees

Ross along with a small pro- agriculture group of legislatures wants to eliminate the federal estate tax. In the past year there has been a surge of enthusiasm for the repeal of the federal estate tax as congress tried to figure out what do for 2011 and 2012. This past December congress approved legislation that …

More Federal Estate Tax News – A New Estate Tax Bill That Might Work

November 17, 2009

By Dave Frees

What is the most up to date news on the federal estate tax and how it affects clients in Pennsylvania?

Estate Tax Repeal vs Repair – Have You Made Up Your Mind on The Federal Estate Tax?

November 13, 2009

By Dave Frees

Information vital to your actions on the federal estate tax issue

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

April 3, 2009

By Dave Frees

While this is only a budget bill, and only in the Senate, there was some movement on estate tax reform today. If this type of bill were to ultimately pass the house and senate it would allow many more couples, and individuals to do estate and asset protection planning for their heirs without some of …

How long does probate take?

February 25, 2009

By Douglas L. Kaune

The length of the probate process in Pennsylvania (PA) or other states varies greatly from estate to estate. The determining factors include the assets involved in the estate, the experience of the Executor/Administrator and counsel and the ease in dealing with the beneficiaries. Contrary to common belief, the process is rarely impacted by the actual …

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Will Your Estate or Trust Administration be Affected by the New Medicare Surtax in 2013?

A Failed Family Limited Partnership

U.S. Rep Ross Wants To Kill The Estate Tax

More Federal Estate Tax News – A New Estate Tax Bill That Might Work

Estate Tax Repeal vs Repair – Have You Made Up Your Mind on The Federal Estate Tax?

Senate Votes On A budget Bill to Exempt More Estates – Will It Hold?

How long does probate take?

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