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Estate Planning For Families With Young Chidren – Attorney David Frees Presents At This Years PBI Estate Law Institue

Estate Planning For Pennsylvania Families With Young Children By: Pennsylvania Attorney David M. Frees III On Friday, December 12th 2009 Chester County Attorney David M Frees was a faculty memeber at the Philadelphia Convention Center to present his well attended program: Estate Planning For Families With Young Children. Frees, who spoke for the …

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Create Trusts For Children In Your Wills

I have had a recent addition to the family, my son, James Douglas Kaune.  Welcome to our lives James!! Taking my own advice, my wife and I immediately updated our estate planning documents including wills, powers of attorney and trusts.  We also modified our beneficiary designation forms in IRA’s, 401k’s and life insurance to name the testamentary trust for …

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Taxes and Estate Planning – What Tax Systems Really Matter?

If you are a Pennsylvania resident, there are many different taxes and tax systems that have to be considered in creating any truly effective plan. In addition to the federal estate taxes, you should also consider the effect of gift taxes, state and federal income taxes, the Pennsylvania Inheritance Tax, and in many cases, the …

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