Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible.
To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.
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UTBF Client Newsletter - Holiday 2024Holiday client newsletter; end of year estate planning tips; elder law
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Your Summer 2024 Client NewsletterYour Summer 2024 Client news and update; SLAT, asset protection for wealthy, federal estate tax exemption
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Read Your UTBF Spring Newsletter Now!UTBF Spring client news and updates, trustee seminar
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UTBF Holiday 2023 Client Newsletter
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UTBF Client Newsletter Summer 2023
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UTBF SPRING 2023 Client NewsletterEstate Planning Updates; recipes; executor training
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Dave and Nate (Citizen Advocacy article from 2000)Citizen Advocacy is built upon the belief in the power and competence of the ordinary citizen to care and connect to others and to make a lifelong commitment to stand by, for and with another person, through good times and through challenging ones.
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UTBF FALL/HOLIDAY 2022 CLIENT NEWSLETTERestate planning news and updates
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2022 Elder Law Program Slide Deck
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UTBF Client Newsletter Summer 2022estate planning alerts and elder law; client newsletter
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Protecting Your Heirs From Federal Estate Tax When One Spouse Dies – The IRS Has Extended The Time to File A “Portability Return” From 2 Years to 5 Years. If You Are A Surviving Spouse This Is Vitally Important to Protecting Your Heirs From Possible Federal Estate Tax At Your Death!portability return; form 706; time to file portability return
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UTBF SPRING 2022 Client Newsletterspring update newsletter
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Fall/ Holiday 2021 UTBF Client Newsletterend of year estate planning strategies;
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UTBF Summer 2021 Client NewsletterUTBF client news and updates on estate planning; cryptocurrency and digital investments; elder law program; executor training
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UTBF Elder Law Information Session - June 3,2021Elder Law Information Session; Elder law planning; free elder law information; pennsylvania elder law attorney
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UTBF Spring 2021 Client NewsletterUTBF Client News and Updates; spring client newsletter,
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UTBF 2020 Fall - Holiday Client Newsletterholiday recipes, important end of the year estate planning tips, end of the year gifting, holiday gift guide
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UTBF Summer 2020 Client Newsletterimportant legal updates, estate planning during covid-19, summer recipes
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UTBF Spring 2020 NewsletterTrust and Estate Planning News and Updates, estate planning during coronavirus
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UTBF Client Newslettersestate planning updates; planning during coronavirus; colonial theatre event; executor training; executor bootcamp;