This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potential clients informed, engaged, and connected to the latest news, trends, and current events regarding Pennsylvania asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law.
Learn more about the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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When It Comes To Bank and Investment Accounts Less Can Be MoreMany clients have too many bank and investment accounts. Keeping track of lose stock certificates and multiple cds and investment accounts can drive up fees, result in lost accounts and information, and make planning almost impossible. When is a lot of accounts too many?
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Asset Protection Trusts Just Got Better - Does Your Trust and Estate Planning Layer Know This?The IRS has just issued an important PLR (Private Letter Ruling) on the estate taxation of asset protection trusts. If you have or are considering an domestic asset protection trust from one of the 12 states that permit them, then it is vital that you review this new information with your will, asset protection, or estate planning attorney and tax advisers.
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Will The Federal Estate Tax Ever End? Probably Not But Here is News on The Death TaxIn this brief article, get the latest news on the reform or abolition of the federal estate tax and specifically the new bill HB 3905 from will, trust and estate lawyer David M. Frees III.
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Do On Line Wills Really Work? LAwyers vs. The Wall Street Journal Consumer Columnist on Self Help WillsThis is a lively debate about whether or not you should use an on line will service or a self help will program to do your own will. The Wall Street Journal reporter may have blown this one. You decide.
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Does Pennsylvania Have A Tax On End of Year Gifts to Children and Grandchildren?Are your gifts to children and grandchildren at the end of the year for Federal estate tax planning also subject to Pennsylvania gift taxes? There is no gift tax in Pennsylvania but there is a one year recapture for gifts made within one year of death and Pennsylvania does have an inheritance and estate tax.
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When Probate is Good. The Five Times You Really Want To Probate A Will and The Probate Judge Is Your Best FriendThere are times when, as an executor you do not want to avoid probate. There are times when you want to probate a will for your own protection. The probate court can be your best friend if any of these situations arise.
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Estate Planning, Gifts, and the End of the Year - Beware of A Common and Horrible Mistakeend of the year planning, gifting, common mistake
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Starting the Probate Process In Pennsylvania
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Time is Money - Making Your Estate Plan Efficient and cost Effective
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Protecting Your Estate and Wealth: Do You Rush in Or Go Slow as Markets "Recover"?
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Time is Money - Making Your Estate Plan Efficient and cost Effective
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More IRA Tax Relief From The IRS for Those Over 70 with Required Minimum Distributions
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More Resources For Financial and Estate Planning
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Edward Kennedy's Will and The Estate Planning Lessons You Should Heed
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Dave Frees, The Dalai Lama and a Billionaire
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What The Michael Jackson Law Suit Reminds You About Your Estate Planning
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What The Michael Jackson Law Suit Reminds You About Your Estate Planning
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Is An IRA Still Protected From Creditors After The New Florida Case?
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Are Executors Personally Liable? Do You Know What You Are Getting Into?
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Protecting Your Estate Plan and Will From Challenges