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.
- Page 8
-
Why You Need To Get Your Head Out of The Sand and Do Things DifferentlyThe old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy.
-
Probate BlunderA person died and only a copy of the original will was found. Can the copy be submmited to probate court and what does it mean?
-
Picking The Best Estate and Will Lawyer for Your Specific NeedsSuggestions for selecting the best will, probate, or asset protection lawyer in Chester and Montgomery County for your particular needs. David M Frees III, Esquire has offices in Malvern, Phoenixville and West Chester Pennsylvania and practices in the areas of Trust and Estate Planning, Asset Protection Planning and in representing executors and trustees in Pennsylvania and specifically in Chester County, Montgomery County, Philadelphia, Berk and Bucks Counties.
-
Get Federal Tax Credits for Thinking GreenThis article explains the new federal tax credits that have been put in place to reward homeowners for adding energy- efficient home products. Energy-efficient home products include replacing storm windows, adding insulation, replacing a heating system, and adding central air. If you are thinking about improvements for your home or a home you are building look into these tax credits and see if you can save money and make your home and the world a little more energy efficient!
-
Early news on the Obama Administration's new plan to tax the richThis US News and World Reports' Article covers recently released on proposed changes to the income tax laws and how they will impact those earning $235,000.00 and above. There is a proposed new rate of 39.6%
-
Get Grandma The Right Advisor To Avoid Trust Mill and Sales ScamsMany elderly people are falling victims to trust mills and trust "salesmen" posing as "certified trust advisers" and selling form trusts and expensive products to the elderly either at seminars or in their homes. Some states, including PA have moved to sue these fraudulent players to protect the elderly.
-
Foward Think And Asset Protection Planning Can WorkThe San Fransisco Bay Guardian speaks it's mind and finds the asset protection planning of another liberal newspaper to be anathema but effective. The lesson? Do the planning right and in advance of when you need it and it might work so well that it makes newspaper editorial witers angry while you get to keep your assets.
-
Six Important Things To Review In Your Estate PlanThe economic climate today is uncertain and the Obama administration's changes to the estate tax make it a good time to review your estate plan. This article explains in depth six things to consider while reviewing your estate plan such as Formula Clauses/ In Your Will Or Trust, A GRAT, and Family Limited Partnerships.
-
Basic Estate PlanningWhat are the basic planning tools and what problems do they solve? What do many Pennsylvania residents fail to do that can cause problems? How do the best will attorneys in Chester, Montgomery, Delaware and Philadelphia counties protect their clients' and clients' estates?
-
Common Delays In The Probate ProcessThis article explains the Pennsylvania Probate Process. Probate can take several months to several years. Find out in this article what is Probate and what are the common causes for delays in the Estate Administration process.
-
The Simple Things Matter - Keep Your documents, records, and passwords in orderMany carefully planned estates turn into a nightmare because people think that the plan is done when the will or trust is signed. But keeping your records, documents, beneficiary designations and passwords in order makes all of the difference. One of Pennsylvania's most experienced will, trust and estate lawyer's walks you through the process of creating a plan that survives and works to shorten the probate process.
-
How Much Can Executors Be Paid Under Pennsylvania Law? Use this chart and article to find the answer.This article examines executor fees in Pennsylvania. How much can Pennsylvania executors be paid? Does the size of the estate matter? How are fees computed?
-
How Much Do Pennsylvania Attorneys Charge as Estate FeesConsumers want to know how much attorneys charge estates. This brief article walks you through the several ways that attorneys charge and what you need to know before hiring an attorney.
-
Part Ten: Limiting Liability Exposure and Creating a Family Settlement Agreement10 of 10 in a series about mistakes executors make and the steps they can take to fix them
-
Who Has The Right to Inherit In PennsylvaniaUnder Pennsylvania law your will might not always work. This article explores laws that might override a Pennsylvania will and how you can still keep control of your estate plan and carry out your wishes.
-
Revocable and Irrevocable Trusts In PennsylvaniaBoth Revocable and Irrevocable Trusts are important tools in your Estate Planning. Discover the pros and cons and what makes a Trust Revocable or Irrevocable
-
David M Frees Featued In Magazine as Trust Estate and Wealth Preservation LawyerIf you live or work in Pennsylvania and need to update your will, trust, or estate plan, attorney Trust and Estate Attorney David M Frees III has been featured in many newspaper and magazine articles for his knowledge in the areas of trust and estate planning, wills, asset protection and estate tax planning.
-
Estate and Trust Lawyer David Frees Helps To Host Charity AuctionPhoenixville Area Chamber of Commerce hosts a charity auction with author and will and probate attorney David M Frees as the "celebrity" auctioneer.
-
More News From Will Lawyer David M. Frees for Retired PA ResidentsEstate Planning lawyer Dave Frees has more news about tax benefits for Retirees living in Pennsylvania. Unryh, Turner, Burke and frees and David Frees have offices in Phoenixville, Malvern, and West Chester Pennsylvania
-
Mind Hacks and Tools For Improving Travel, Business, and LifeTools and strategies for improving travel, business and life. Includes marketing, technology and persuasion and influence tips and tools