GRAT Planning For Federal Estate Tax Savings Under Scrutiny
The Grantor Retained Annuity Trust (GRAT) has been an excellent and widely used federal estate tax savings tool. However, President Obama took aim at the GRAT in his 2011 budget proposals. Additionally, the House has included provisions targeting short-term and rolling GRAT planning tools in legislation that has passed at that level. Although that particular House …
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 …
Phoenixville Attorneys To Sponsor Borough's First TEDX Conference
Local lawyers David Frees and Douglas Kaune of Unruh, Turner, Burke and Frees are sponsors of the first TEDx Conference to be held in Phoenixville at the Colonial Theater.
Federal Estate Tax Law Not To Be Addressed Until Fall or After
No Federal Estate Tax Answers forthcoming this Summer. By: Douglas L. Kaune, Esq. Congress is entering its August recess and there has been no progress made on the topic of Estate Tax Reform. Analysts are clearly thinking that the Estate Tax issue will not be addressed until the Fall or later. Interestingly, everyone, including members …
Family Limited Partnerships, The IRS, And Your Estate Planning
How to use a FLP (Family Limited Partnership) in your estate and business planning...
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
Understanding The Federal Estate Tax – A Quick Estate Tax Video
This brief television news video actually brings you up to speed on the crazy state of the federal estate tax and Pennsylvania inheritance taxes
The Latest Federal Estate Tax Motion Is Dead – What Now?
Analysis of the most recent death tax reform issues in the Senate along with analysis of what to do with your estate planning documents...
Future Federal Estate Tax System: Still Looking For Answers for 2011
Future Federal Estate Tax System: Still Looking For Answers for 2011 By: Douglas L. Kaune, Esquire Estate planning attorneys and their clients would like to know what the future of the federal estate tax system holds for them. As many know, we are in uncharted territory with no federal estate tax in 2010, with an …