Why is My Will Lawyer on PBS Television?
Pennsylvania attorney David M. Frees III on family communications and family businesses as well as his books The Language of Parenting: Building Great Family Relationships At All Ages and his Essay on Business in Einstein's Business.
More Federal Estate Tax News – A New Estate Tax Bill That Might Work
What is the most up to date news on the federal estate tax and how it affects clients in Pennsylvania?
Gifts To Children and Grandchildren – Why Can’t I Give More Each Year?
How much can I gift at the end of the year and gifting to children and grandchildren for married and single people.
Estate Tax Repeal vs Repair – Have You Made Up Your Mind on The Federal Estate Tax?
Information vital to your actions on the federal estate tax issue
Medicaid Nursing Home Planning: Is Gifting Right For You?
Many Elderly clients must decide, is gifting to protect assets from Nursing Home spending right for me? Will I receive the same care if Medicaid pays for my stay in a nursing home? What if I need the money or assets that I gifted to qualify for Medicaid payment of my nursing home costs for …
Do I need To Finish My Grantor Retained Annuity Trust -GRAT by the End of The Year?
First a few preliminaries on the Grantor Retained Annuity Trust or GRAT. What is a GRAT? GRAT stand for Grantor Retained Annuity Trust. It is a special trust where you can make a gift and get the original amount back over a period of years and the growth of the asset remains in the trust …
Make Your Estate Planning Gifts Work – Avoiding The Horrible Mistakes in End of Year Gifting
Are you considering making end of year estate planning gifts to children, grandchildren or great grandchildren? Curious about how much you can give without paying gift tax? This brief video tells you how much you can give without paying taxes. Want to avoid the mistakes that people make that can actually cost your heirs …
Why an Internet Search for “The Best” Trust, Estate, or Probate Lawyer Might Not Be “The Best.”
More and more consumers are using Google, local search, and internet tools to help them to find the right lawyer to help with wills, trusts, estate plans and related matters. But, there are many reasons why searching for “the best” trust lawyer, estate attorney, or probate lawyer could actually get you the wrong information and …
What Will Happen If There Is No Estate Tax – For A Few Weeks or Months?
No one ever thought that this would happen. Congress cannot just let this lapse. They will lose too much tax revenue. It doesn’t make sense. But, that’s the conclusion of the Wall Street Journal after a review of trust and estate lawyers at a recent gathering. And those of you who are my clients know …
Initiating Probate In Pennsylvania (PA)
Who Will Initiate Probate: Probate is the court adjudicated process that an Executor or Administrator follows in the estate of someone who dies in Pennsylvania (PA). The Executor is a person or trust company named in a will. The Administrator is a person or trust company appointed by the Court where no will exists, …