revocable trust - Unruh, Turner, Burke & Frees

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

August 12, 2012

When you think about doing the right thing and taking care of your spouse, children, friends or loved ones, you probably say to yourself: "I've really got to do a will." But there are....

2011 Gift Tax Returns Are Due Now!

April 17, 2012

By Dave Frees

2011 Gift Tax Returns Or Extensions Are Due Now By: David M Frees III, JD Chairman – Trust Estates and Wealth Preservation Failure to file a gift tax return can subject a tax payer or their family to serious problems both during lifetime and at death (when the IRS often detects the failure to file). …

2011 Gift Tax Returns Are Due Now!

April 10, 2012

By Dave Frees

Gifts to children and grandchildren 1n 2011 may require you to file a gift tax return...

GRATs Used To Perfection By Facebook Creators

March 13, 2012

By Douglas L. Kaune

It is being reported that in 2008 Mark Zuckerberg and Dustin Moskovitz transferred a significant portion of their Facebook stock into a Grantor Retained Annuity Trust (GRAT). Facebook had not yet “gone public” and therefore the value of the stock was far below what it would be following the initial public offering (IPO). The Facebook …

Using the MIDGT To Take Advantage of Long Term Care Expense Deductions

December 9, 2011

By Douglas L. Kaune

One of the Irrevocable Trusts we prepare for clients who enter into Nursing Home Asset Protection planning is referred to as the Medicaid Intentionally Defective Grantor Trust (MIDGT). One of the tax features of the MIDGT is that the person, usually an elderly parent, who transfers assets to the irrevocable trust will continue to be …

Douglas L. Kaune Speaks at Hoover Financial Advisors

November 15, 2011

By UTBF

Douglas L. Kaune recently presented an educational seminar to a group of advisors and clients from Hoover Financial Advisors, P.C. By clicking the play button below, you can listen to the following Elder Law and Estate Panning topics addressed at the speaking engagement: Protecting the family home from nursing home spending Using Irrevocable Trusts …

Is It A “Probate Asset” Or Not?

September 12, 2011

By Dave Frees

The Answer May Not Always Be What You Expect Simply “Probate” means at death an estate (the deceased person’s property) is administered and supervised by the court, often called probate court. The court will make sure the Last Will is administered correctly and if there is no will state law is followed by a court …

Estate Planning and Wills – It Has To Be Easy

August 28, 2011

By Dave Frees

Your questions about estate planning and how and why to do it are answered

Reminder: Medicaid Asset Protection is Alive after the DRA

June 4, 2009

By Dave Frees

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 …

Worried About Asset Protection? – Insurance is Your First Line of Defense

February 9, 2009

By Dave Frees

Asset protection has been an overlooked part of most estate plans. However, as the costs and incidents of litigation have risen, and as awards have become larger, clients are increasingly interested in what options and information we offer to help them protect their assets – not just from taxation and will disputes – but also …

We Listen.

Search Results for revocable trust

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

2011 Gift Tax Returns Are Due Now!

2011 Gift Tax Returns Are Due Now!

GRATs Used To Perfection By Facebook Creators

Using the MIDGT To Take Advantage of Long Term Care Expense Deductions

Douglas L. Kaune Speaks at Hoover Financial Advisors

Is It A “Probate Asset” Or Not?

Estate Planning and Wills – It Has To Be Easy

Reminder: Medicaid Asset Protection is Alive after the DRA

Worried About Asset Protection? – Insurance is Your First Line of Defense

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