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, …
Worried About Your Planning? Not Enough Time? Print This Easy End of Year Estate Planning Checklist To Make Sure.
Do You Have A Nagging Feeling That There are Things That You Should Be Doing About Your Estate Planning, Will, or Finances Before the End of The Year? Do You Want A Free Prescription for Success and Relief of That Nagging Feeling? Click here to download a free and easy to use …
Announcing Our New Green Initiatives – And How You Can Win A Prize
As many of you know, the Trust, Estate and Wealth Preservation Section of the firm is a very paper intensive operation. And, as many of you have observed, law offices are notorious for their wasteful use of not only paper but many resources. Hello. I’m Dave Frees, and I Chair the Trust, Estate and Wealth …
Building and Protecting Your Wealth: Dive in or Go Slow With Investing During Market Recoveries?
By: David M. Frees III – Trusts, Wills, Estates and Estate Planning Every long term financial and estate plan deserves your patience and your attention. But, you deserve long term results, greater security and growth of your wealth and the legacy you plan to leave. We post ideas and information to help here and on …
Want Resources For Financial Planning Data?
Many of our clients know that having an integrated financial and estate plan makes the difference when you want to both build assets for yourself and to protect assets for your heirs. And, many of our clients have financial advisers while others are self directing their investments. Either way, ultimately , you are responsible for …
If You’re Over 70 1/2 with an IRA The IRS Has Important News For You
Over 70 1/2 years of age? Have an IRA? Attorney David Frees gets you the news on new IRS rules on IRA distributions.
Strengthening Your Special Needs Trust
by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …
What Can You Learn From Senator Kennedy’s Will and Trusts?
David M. Frees examines Senator Kennedy's will and how he used wills and trusts to protect family and privacy. This article also examines how he selected his executors and trustees.
When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected
Making your will work even when challenged. Leaving a person out of the will.