This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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Pennsylvania Inheritance Tax Rate Update Alert!Are you a parent of a child or children under age 21? If so, then this update is for you!
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Part II: What Happens After I’ve Updated My Estate Planning Documents to Include a Disclaimer Trust?When you have a Disclaimer Trust in your estate planning documents, how do you ensure you are making the right decisions?
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[Updated 2024 / 2025 Ed.] Gifting and Other Vital End of Year Estate Planning Ideas and Updatesyear-end estate planning tips, strategies and actions you need to consider to protect your heirs and your assets. 2024 Update
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Need an extension to file? There's still time to file! Here's the link to get IRS FORM 4868 Extension To File Income and Gift Tax ReturnsHere's the link to find and quickly download the extension of time to file your tax individual income and gift tax returns 4868
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More on the Politics of Estate Tax ReformEstate tax elimination or reform has been the focus of mostly republican house and Senate members. In this Huffington Post piece, the author explores why left leaning economists are now arguing for some types of reform.
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Government "Confiscates" Pennsylvania Family's $80 Million Dollar InheritanceAn $80 million dollar inheritance was confiscated by the federal government and a PA court has now upheld that result
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Pennsylvania Inheritance Tax & Estate Tax | Lawyer Explains DifferenceNavigating Pennsylvania inheritance tax can be confusing but an inheritance lawyer can help you figure out your best legal options.
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[UPDATED] Questions About Power of Attorney - Do Have The Right Answers ?This brief article and related video answer all of the most important questions about medical power of attorney, financial and durable powers of attorney
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Should I Make Gifts Now As Part Of My Estate Planning?An inter vivos gift is one tool you can use in your estate planning to reduce taxes. But be careful because if it's not done correctly you may be on the hook.
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Quick Review of The Federal Estate and Gift Tax Changes for 2011 and 2012Do you need to know the big changes in the federal estate tax and gift tax laws for 2010, 2011, and 2012 and how these changes might affect your will, trust, or estate planning? This chart....
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Own A Business or Corporation? Upgrade Your Estate Planning To Business ClassMany business owners, real estate investors, and entrepreneurs have complex business and financial lives but still fly coach when it comes to their estate plans. Get planning that works like you do. Upgrade your estate plan to business class.
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The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continueThe war on the federal estate tax rages on with the passing of the Tax Relief Act of 2010. What does this mean for you, your will or trust? Find out how to use this recent legislation to benefit your estate plan today.
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Why You Might Need A Power of Attorney FROM Your College Aged KidsWhy parents need a power of attorney when their college age kids get home from school. From health issues to getting grades, you might be surprised at how important getting a pwer of attorney from your son or daughter can be.
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The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010Worried about the estate tax and how it might affect you and your family in 2011? Several billionaires have died in 2010 when no tax applies. But the estate tax returns soon...
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Federal Estate Tax News For PennsylvaniansAre you looking for a will, trust, or estate planning lawyer in Pennsylvania and wondering what is happening with the federal estate tax?
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Estate Tax News: Pressure on Congress To Act On The Federal Estate TaxMany wealthy individuals are appearing before congress to pressure action on reinstating the federal estate tax. The latest news on the federal estate tax
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Almost half of American Households Pay No Income TaxMore news, sources and information on why 47% of American households pay no income tax.
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What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?Estate planning for Pennsylvania residents just got harder thanks to the uncertainty created by Congress. Estate planning attorney David M Frees found a great article so that you can see what the insurance sales industry is saying about life insurance and estate planning behind your back...
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Estate Tax, Lobbiests, and New Information for 2010New information on the estate tax, lobbying congress and changes for 2010 and 2011 from Pennsylvania estate, and trust lawyer - attorney David Frees
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What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?As fewer young couple choose marriage and more chose cohabitation, the need for estate and tax planning become greater and couple need to be even more careful.