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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Bonus Question: Making Sure The Will Is AuthenticBonus Question in a series about mistakes executors make and the steps they can take to fix them
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Bonus Question: Pour Over WillBonus Question in a series about mistakes executors make and the steps they can take to fix them
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Bonus Question: Naming An ExecutorBonus Question in a series about mistakes executors make and the steps they can take to fix them
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Part Nine: Failing To Meet Important Tax Deadlines9 in 10 in a series about mistakes executors make and the steps they can take to fix them
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Bonus Questions on Avoiding PA Executor MistakesBonus Questions in a series about mistakes executors make and the steps they can take to fix them
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Part Eight: Getting The Help You Need8 of 10 in a series about mistakes executors make and the steps they can take to fix them
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Part Seven: Failing to Advertise Estate Administration7 in 10 in a series about mistakes executors make and the steps they can take to fix them
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Part Four: The Failure to Follow The Terms Of The Will4 in 10 in a series about mistakes executors make and the steps they can take to fix them
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Part TWO - Mistake Executors Make And How To Avoid Them - Executors Must Verify That They Have The Right DocumentA series about mistakes Pennsylvania executors make and the steps they can take to fix them #2 probating the wrong will
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Part Three: PA Executors Must Comply with Certain Legal RequirementsA series about mistakes executors make and the steps they can take to avoid and or to fix them
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Part Five : Failure To Get Discount For Early Inheritance Tax Payment5 in 10 in a series about mistakes executors make and the steps they can take to fix them
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Part Six: Failure To Follow Advice and Get the Best Agreement Fees6 of 10 in a series about mistakes executors make and the steps they can take to fix them
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Pennsylvania Estate Planning and Asset Protection Attorney InterviewedInterview of will, estate, and asset protection lawyer David M. Frees III on Enhanced Estate Planning. David tells you how to protect your assets, your wealth and your heirs and family from lawsuits, taxation, and family disputes. David Frees represents clients throughout Pennsylvania, Chester County, Montgomery County, Philadelphia, Phoenixville, Paoli, Ardmore, West Chester and other communities.
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Part One : Learn How Pennsylvania Executors Stay Out of TroubleWill and Probate Attorney David Frees examines the top ten mistakes that Pennsylvania executors make and how to avoid personal liability and lawsuits against executors. Learn to be an executor in Pennsylvania
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529 Plans To Educate Children and GrandchildrenThis article published by FINRA is a resource full of the basic information that you must have to evaluate and use the 529 plans. For Pennsylvania residents thinking about establishing a 529 for a child or grandchild you must understand how they work and the pros and cons of such plans.
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Courts Deciding Cases Involving Gay Marriages and Probate IssuesMany courts are beginning to confront the issues created by some states and countries recognizing gay marriage while others do not. Issues such as wills, and medical and business powers of attorney are beginning to be decided by local and appellate courts. The mixed results show the need for gay couples in Pennsylvania with and without children to do effective will and trust planning. There are best practices for gay and lesbian couple from Pennsylvania to consider in their will, trust, and estate planning.
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IRS educational Tax Information for Pa ResidentsThis publication by the IRS offers you all of the information that you need on the current tax benefits and laws surrounding college education, Hope loans, and more.
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Tools For Planning, Analyzing and Paying for CollegeThis set of tools by FINRA and best planning ideas are brought to you by David M Frees III, estate planning, trust and wills attorney practicing in Pennsylvania. Tools to help you plan for college, save for college and to pay for the extraordinary expenses of college. David and his wife Robin have two kids attending private east coast liberal arts schools and one more getting ready to go in, so they know what you are facing from actual experience.
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Bi partisan Tax Policy - Thoughts and DirectionEstate taxes and income tax policy can have a dramatic effect on your ability to build and to preserve assets. Currently, federal tax policy is haphazard and reactive. This article examines new appraoches and advocates a simpler tax code.
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What You Don't Know About Auto Insurance Can Hurt You - Asset Protection In PennsylvaniaThis article by David M. Frees III, Esquire examines the overlooked tool of asset protection: A review and understanding of auto and car insurance. Many Pennsylvania residents and residents of Chester and Montgomery county are exposed to a massive liability risk from uninsured and under insured motorists. Find out how to protect yourself.