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! To find out more about portability and what that means for your estate, please click …
Elder Law & Medicaid: Protecting the Family Home
The Family Caregiver Exception is one opportunity available to protect the family home from nursing home spending. Generally, there is a 5 year ineligibility for Medicaid qualification that results from a transfer of the family residence to a child. However, there is no penalty for a transfer of a primary residence if a son or …
Do You Want To Learn What Executors And Trustees Have To Do To Do A Good Job AND To Avoid Personal Liability?
Do you have a child or grandchild who will be your executor and you want them to know and to understand the job? If so, then join us for our exclusive and virtual UTBF VIP Client Executor Training. Here are just a few specific things that this live “half-day” event will reveal: The master checklists …
Why You Should Consider a Personal Care Contract
It is important to provide care and assistance for parents and loved ones, but why not make sure that everyone involved is protected from a financial perspective through the use of caregiver agreements? Please read this article to find out how this type of agreement could help you or your loved ones. https://www.paelderlawsolutions.com/2020/09/are-you-providing-at-home-care-for-your-parent-if-so-a-family-care-agreement-should-be-used-to-protect-family-assets/
Is Nursing Care Imminent Or Already At Hand? How to Apply for Medicaid in Pennsylvania To Protect Family Assets
The Medicaid application process can be confusing and intimidating, but it may be a financial solution for you or your family member. This article is intended to provide you with some background on the Medicaid application process in Pennsylvania and how the attorneys at Unruh, Turner, Burke and Frees can be of assistance in getting …
Are You Named As An Executor Or Trustee When A Spouse Or Parent Dies OR Have You Appointed One Or More Under Your Will And/Or Trust?
And if so, do you know… What it means to be an executor or trustee? How to do the job right and what deadlines are important or vital (yes you can be sued as either an executor or trustee)? The risks, dangers, and most common mistakes that you have to avoid? How much you can …
Do Your Will And Power Of Attorney Cover Digital Assets?
What are “digital assets” (like email and social media accounts) and what happens to access if you’re incapacitated or deceased? Find out what you need to know and do here.
[Time Sensitive] Open Enrollment Reminder For Medicare Eligible Clients
The Medicare 2017 open enrollment period started October 15 and continues through December 7. During this open enrollment period, Medicare eligible Americans can review their Medicare coverage and make changes for the coming year (2018).
November is National Family Caregivers Month
By: David M. Frees, III November is National Family Caregivers Month. More Americans are now able to live independently and with dignity thanks in a large part to family members who act as caregivers. Looking after a family member can be challenging, so states and local agencies connect individuals …
What You Can and Should Learn From Celebrity Estate Planning Disasters
By: David M. Frees, III Most of us think that celebrities must be smart. They’re often wealthy (or at least seem to be), they have a great lifestyle (or again, so it seems), they have stable and uncomplicated personal lives (ok, not so much), and they’re brilliant commentators on political …