Avoiding Pennsylvania Trustee Mistakes Part Seven
How To Avoid The Most Common Mistakes Trustees Make Failing to Properly Reform, Amend, or Terminate by: David M. Frees III As a trustee do you need to have all the beneficiaries consent to amend the trust? How does the trust I am managing terminate? Many Pennsylvania trustees fail to reform, amend, …
Can Estate Planning or Will Make Your Spouse Happy?
Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies. They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …
Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)
Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …
Pennsylvania Attorney David Frees Attends Heckerling Institue Estate Planning Program
Think Your Estate Is Now Protected From Federal Estate Tax? According To The Tax Lawyers Studying The New Law – Think Again The Heckerling Institute is one of the premier estate planning programs and “think tanks”dedicated to effective estate planning. The lawyers appearing at the institute and those in attendance focus on planning to minimize …
What’s Important In Wills Under The New Estate Tax Law? It’s Not The Same Things Any More
Want Your Will or Trust To Work Better? The New Federal Estate Tax Law Changes What’s Important Now You and Your Lawyer Will Want To Pay Attention To Different Things and You Can Do More Than Ever Before Under the federal estate tax law in effect since the 1980s, the emphasis for wills and trusts …
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.
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.
The Federal Estate Tax and Pennsylvania Residents
Congress Acts On Federal Estate Taxes The New Estate Tax Law: Problems, Solutions and What You Need To Know Last night, the House of Representatives passed a bill extending the Bush era tax cuts which were about to expire, and, re-enacting a federal estate tax. And, while the new law looks favorable on it’s face, …
Estate Tax Bill Fails – End of Year Gifting and Planning a Nightmare
End of year gifting just got a whole lot more complicated. Congressional actions on the federal estate tax...
Pennsylvania Trustee Mistakes And How To Avoid Them Part Six
How To Avoid The Most Common Mistakes Trustees Make Failing To Communicate Properly by: Pennsylvania Attorney David M. Frees III You have heard that communication is vital in marriage and communication is important with your children but communication is also critical in trust administration. As a trustee to avoid unnecesary hostility from family and beneficiaries …