Tax Free Gifting to Children and Grandchildren and The End of the Year 2010
Gifting before the end of 2010 and into 2011. How much, when and how to make tax free gifts.
Malvern will lawyer
Tax Free Gifting to Children and Grandchildren and The End of the Year 2010
Gifting before the end of 2010 and into 2011. How much, when and how to make tax free gifts.
Did You Inherit Assets From An Estate in 2010? There May Be Taxes You Don’t Even Know About
Capital Gains Taxes For Trusts, Estates, and Beneficiaries of Estates in 2010 Are The Subject of IRS Attention. By: Attorney David M. Frees III If you inherited assets from a trust or an estate where the decedent died during 2010 you probably thought that you were spared the worries and expenses of the federal …
Is Your Pet Included In Your Estate Plan? Should It Be?
Providing for horses and pets in your estate plan...
When Do My Children Need To Do a Will? The Answer Might Shock You
If you have children between the ages of 18 and thirty, chances are that they don't have a will. And, there are many reasons why that might be a bad idea. For example, many of our adult children have children of their own but have not done a will to name a guardian, executor and trustee to care for those children, or their finances
New Resources For Building and Protecting Your Estate and Your Estate Plan
I know that the title to this article: “Resources for Building and Protecting Your Estate and Your Estate Plan” is both long (imagine that, a long winded lawyer) and apparently silly. How do I know that it sounded silly? This is a suggestion for a resource sent to me by one of my sons when …
If You Don’t Have A Will The State Of Pennsylvania Has Done One For You – Is It What You Want?
What happens if you die without a will (intestate) in the State of Pennsylvania? Will lawyer David Frees has the answers
Senate Action Urged on Estate Taxes – Trying To End The Uncertainty
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 …
Revocable Trusts and Wills In Pennsylvania – Which To Use Is An On Going Debate
If you have ever been confused about when to use a will and when to use a revocable trust, you are not alone. I have just posted a video, and a great quick overview of that question of will or revocable trust on our estate planning site www.PaEstatePlanners.com.
Asset Protection and Joint Bank Accounts – It May Not Be All About The Signature Card
By David Frees Esq. “Top Lawyer” by Main Line Today Magazine. Married couples often believe that signing a joint signature card at the bank makes those assets impervious to creditor claims in the event you are sued. And, while Pennsylvania law does offer some protection on joint accounts, you need to be …