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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ElderLawDiscountDiscount program for clients needing elder law services
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Make Sure Your IRA, 401(k), Life Insurance, Annuity,Investment and Bank Account Beneficiary Designations Match Your Estate PlanningThe Beneficiary Designation Guide and Report
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Your Estate Planning Isn't Done Until You're Sure About The IRA, 401(k) Annuity and Other Beneficiary DesignationsEssential reminders about beneficiary designations as part of your estate planning with focus on life insurance, IRA and 401(k) beneficiary designations.
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Read the UTBF Client Newsletter - Holiday 2013 EditionClient Newsletter about new PA inheritance tax law regarding passing on your family business. Holiday gift guide.
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Summer 2013 Client NewsletterThis newsletter covers estate planning issues and news about the firm
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Unruh Turner Burke and Frees Client Newsletter 2012 End Of YearThis edition of the client newsletter has important estate and trust tips and estate planning news
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Marketing and Business Ideas From Dave Frees and Doug KauneThis is our winter 2012 newsletter for friends of Unruh, Turner, Burke and Frees
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Starting or Returning to College ChecklistHere is a helpful checklist for heading off or back to college for your child. Along with this checklist make sure they have the essential legal documents.
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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.
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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%
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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.
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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
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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
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Estate Planning For 2009 and beyondWhy estate planning will be big in 2009.
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The Changing Landscape of Medicaid PlanningThe Deficit Reduction Act of 2005 brings changes in... - Gifting/asset transfer rules - Ineligibility period - Consideration of equity in primary residence - Rules relating to annuities - Refundable Entrance Fees will be considered a resource
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Drafting an Effective Power of AttorneyIn this newletter: - What is a power of attorney? - What are the dangers of failing to execute a power of attorney? - What specific clauses should be included in the power of attorney to make it effective for nursing home planning?
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Medicaid and Nursing Care Planning Gifting to the Irrevocable TrustSpecial Points of Interest in this Newsletter: - Asset Control - Income Retention and Capital Gains Issues - Children's Creditor's - Estate Planning