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 1
-
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
-
UTBF Summer 2021 Client NewsletterUTBF client news and updates on estate planning; cryptocurrency and digital investments; elder law program; executor training
-
UTBF Spring 2021 Client NewsletterUTBF Client News and Updates; spring client newsletter,
-
Agriculture Exemption from Pennsylvania Inheritance TaxAct 85 of 2012 provides a tax exemption for agriculture farmers which allows them to keep their family run farm business operating.
-
Taxation of Mineral Rights and Natural Gas Benefits for Pennsylvania Inheritance TaxDepartment of Revenue's policy regarding the taxation of mineral rights and natural gas interests.
-
The Estate and Gift Tax Law Has Changed - Should Your Estate Plan?The new estate and gift tax laws offer some new planning possibilities & dangers. Get the scoop on the 2013 estate and gift tax changes and what to do
-
Impact of Pennsylvania Inheritance Tax on Same-Sex Couples: How an Inheritance Lawyer Can HelpSame-sex couples may face Pennsylvania inheritance tax issues when filing. Get the help of an inheritance lawyer today if you have questions.
-
Client Newsletter 2012 Winter - Elder law, Estate Planning and MoreUnruh, Turner, Burke and Frees's news alerts estate planning, elder law and related information for clients
-
When a spouse dies, it is more complicated than ever to get the right tax treatment for you as the surviving spouse and for your children. A new IRS release has answersIf you have assets above 1 million dollars and your spouse has passed away, you may need to file new forms. Don't be tricked by the complexity. Find out more
-
Federal Estate Tax Changes For 2009, 2010,2011 and 2012 A Quick Review of Federal Estate and Gift Tax Important numbers and changesThis chart walks you through the most important changes to the federal estate tax (also know as the death tax) and the gift tax changes for the years 2009, 2010, 2011, and 2012. These are the changes that may most impact your will, trust, and estate planning documents
-
What is Happening In Congress - Proposed Changes To The Federal Estate TaxJuly 2oth motion in the Senate on reinstatement and modification of the federal estate tax.
-
Pennsylvania attorney David M. Frees III, Esquire named as Pennsylvania Super Lawyer and a "Top Lawyer" by Main Line Today Magazine.Congratulations to our partner and Estate and Trust Section Chairman David M Frees III on being named as both a Pennsylvania Super Lawyer and as Main Line Magazine Top Lawyer in the Trust and Estate Sections.
-
Gift Tax ReturnIRS form 709 for gift taxes
-
709 Extension To File709 Extension To File Return
-
Why Your Will Might Not Work Any Longer and What You Need To Do About Your Estate Plan.Why 2010 needs to be a year for reviewing your will, trust, power of attorney and estate planning documents. How and why you update wills that might not work any more. David M. Frees on 2010 and estate planning changes - the perfect storm of danger for tax payers.
-
Get This Quick Checklist to Protect Yourself and To End The Year The Right WayA quick review of gifting rules, and reminders about the end of year essentials for any good estate plan and asset protection planning.
-
Asset Protection Trusts and The Federal Estate Tax - Important News. If you have or want an asset protection trust...This is a private letter ruling from the IRS on the important question of whether or not domestic asset protection trusts are included and taxed for federal estate tax purposes under the Internal Revue Code.
-
We try to present many points of view on issues important to our clients. This article by the Heritage Foundation advocates 7 Reasons for Repeal.Reasons to repeal the federal estate tax or or "death tax," depending on your view.
-
Estate Planning End of Year Check ListThis great checklist walks you through a number of important decisions, steps, and tasks for the end of any year to make sure that your estate and financial planning are up to date, and valid.
-
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!