At Unruh Turner Burke and Frees, the Trust Estates and Wealth Preservation section has developed a number of valuable resources for our clients to both understand and to manage their federal estate tax liability. We represent many affluent and moderately affluent clients and families who want to minimize or eliminate this tax, reduce inheritance taxes, pass on vacation homes, real estate and family businesses.
And one of our most popular reports – How To Be an Executor In Pennsylvania is available to any clients or those considering our firm. Just call the office and you can receive this valuable resource. 610-933-8069 and ask for our Executor Paper. It contains over 13 pages of valuable information about the duties of executors in Pennsylvania and how to avoid getting into trouble or litigation. In fact, many executors don’t know that they are personally liable for many of their acts.
We also try to alert you to other resources that you can use as a savvy consumer of legal services. And if you enjoyed our brief articles or news alerts on Federal Estate Taxes, then you might also want the IRS consumer guide to the federal estate tax and related publications. These publications are available for download at no charge just by clicking this link.
If this guide raises more questions than it answers, you are not alone but it is a valuable resource, very complete and a great place to learn more. And, we are happy to answer any of your questions and to keep you advised of the expected changes in this vast body of law as those changes occur.
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David M. Frees III, Esquire