David M. Frees, III Phone: 610-933-8069
120 Gay St, Phoenixville, PA 19460
Douglas L. Kaune

Archive for June, 2009

Did You Throw Away That Mattress? Another Reason To Worry About Your “Investments”

Friday, June 12th, 2009

Here is a great email I received. Funny, dangerous, and reason to be careful with that used mattress.

Protecting Family Assets (even mattresses)

That Money In The Mattress May Not Be Such A Great Idea

That Money In The Mattress May Not Be Such A Great Idea

David M. Frees III
AVVO Rating Superb! 9.5

610-933-8069
dfrees@utbf.com
Practicing in the areas of asset protection, protecting heirs from divorce and litigation, estate planning and representing executors and trustees in Pennsylvania

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Reminder: Medicaid Asset Protection is Alive after the DRA

Thursday, June 4th, 2009

by Douglas L. Kaune, Esquire
Estate Planning & Administration, Wills,
Trusts, Asset Protection, Elder Law
Unruh, Turner, Burke & Frees
Phoenixville, Malvern, West Chester
Pennsylvania Attorney
dkaune@utbf.com PH: 610-933-8069

There is a great deal of misinformation about the viability of Medicaid and Nursing Home asset protection planning after the Deficit Reduction Act of 2005 (DRA). I want to remind clients, friends and advisors that there are an abundance of planning options available to single and married individuals who want to protect assets from spending on nursing homes and long term care facilities. Please take a look at this article to see that Elder Law and Medicaid Planning are very much alive in Pensylvania (PA) and in all states. It does not matter if you are planning to protect assets five years in advance or if you are about to enter a nursing home, you might be able to employ various techniques such as Irrevocable Trusts, gifts, Care Agreements, use of immediate annuities and various other options to help protect tens of thousands of dollars worth of assets for your spouse or other beneficiaries.

Douglas L. Kaune, Esquire
Serving, Chester, Montgomery, Delaware
Bucks and Philadelphia Counties

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