Trusts

Pennsylvania Trusts: Different Types for Spouses and Children

May 27, 2012

5 Different Types of Trusts for Pennsylvania Spouses and Children There are a number of different trust law options you can pursue in Pennsylvania if you want to leave your children their inheritance with additional protections. A bypass or family trust (alternatively known as a “credit shelter” trust) enables you to leave a …

Pennsylvania Trustee Liability for Investments – Important Law if You Own Your Own Company

November 12, 2011

By Dave Frees

Is Being An Executor or Trustee More Dangerous Than You Think? Yes! Even your own kids might sue you. By: David M. Frees III JD In many cases it might be. But, if you own your own business you might want to pay particular attention to this case. If you’re a business owner who …

Is Your Will Out of Date? Want Peace of Mind?

August 6, 2011

By Dave Frees

In just 20 Minutes You Can Have A Free Will Review and Make Sure That Your Old Will, Trust, and Power of Attorney Aren’t Out of Date or Invalid Unruh, Turner, Burke and Frees Offers Free Will Reviews This Fall Have you been wondering if that old will, trust, or …

MAKE SURE YOUR TRUSTEES CAN NAME A CO-TRUSTEE OR THEIR SUCCESSOR TRUSTEE

August 4, 2011

By Douglas L. Kaune

Co Trustee vs Successor Trustee It is important to make your estate planning documents flexible. As best as possible, we try to foresee the future and address the planning possibilities. We know it is not possible to address everything now for a trust that could be in place 10, 20, 50 or 100 years from …

Consider Naming A Corporate Trustee With A Trust Protector

July 28, 2011

By Douglas L. Kaune

How Do I Avoid The Federal Estate Tax For My Heirs?

July 15, 2011

By Dave Frees

The federal estate tax has been in the news a lot this past year. Whether you like it or not it is here for at least the next couple of years.

Second Marriage Estate Planning: The Sprinkle Trust

July 7, 2011

By Douglas L. Kaune

There are many families blending children from multiple marriages. The children from these families often range widely in ages. Parents I meet with often want to provide for only the younger children until they reach a certain age. Their belief is typically that the younger children have greater needs and should have the benefit of …

Can Trust Lawyers Be Trusted?

May 29, 2011

By Dave Frees

Have you ever left a meeting with a lawyer more puzzled than when you arrived? Well, one reason is that many lawyers including “trust” and “probate” lawyers use language they are familiar with and use on a daily basis but forget that most of us do not know that language or, for that …

Do You Have a Trust and Is It the Right Trust?

May 8, 2011

By Dave Frees

If you answered no you need to read our trust guide How to Find the Right Trust for You to see what you are missing. There are trusts that help you and your estate save money in taxes. There are trusts that help you care for a loved one with special …

Why Do People Hate Most Trust Lawyers?

April 29, 2011

By Dave Frees

Lawyers, like doctors and other professionals, habitually use language that is practically impossible for many of us to understand. They use language familiar to them but sometimes forget that it may be unfamiliar to you if you do not work in their field of trust and estate law. So how are you supposed to …

We Listen.

Pennsylvania Trusts: Different Types for Spouses and Children

Pennsylvania Trustee Liability for Investments – Important Law if You Own Your Own Company

Is Your Will Out of Date? Want Peace of Mind?

MAKE SURE YOUR TRUSTEES CAN NAME A CO-TRUSTEE OR THEIR SUCCESSOR TRUSTEE

Consider Naming A Corporate Trustee With A Trust Protector

How Do I Avoid The Federal Estate Tax For My Heirs?

Second Marriage Estate Planning: The Sprinkle Trust

Can Trust Lawyers Be Trusted?

Do You Have a Trust and Is It the Right Trust?

Why Do People Hate Most Trust Lawyers?

Sophisticated, Responsive and Focused.