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Family Business Owner?

A Few Questions for Planning For Family Business Succession Some family conversations are too important to put off ð       1. Do you have an estate plan including a will, power of attorney and a living will? ð       2. Do they specifically include powers to deal directly with real estate and closely held business investments? ð       […]

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Estate Planning- Is It A Family Affair?

At some point your surviving spouse or partner or even your children will assume responsibility for investing the family’s wealth. Your children’s portfolio may be in the form of a personal trust owned by the children, or due to illness or death the entirety of the family’s invested assets. Children should be prepared to take […]

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Are You Responsible for Your Parents’ Nursing Home Bills? In Pennsylvania The answers Is Now Bad News For Many Families

Whether You Are Affluent or of Modest Means – You Now Have A New Concern in Pennsylvania – Being Responsible For Your Parents Nursing Home Bills and Expenses  By:  David M. Frees III, JD Many people have asked through the years whether or not they are liable for the nursing home costs incurred by elderly […]

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$5 Million Gift Tax Exemption Makes Gifting of Small Business Easier

Many families have developed significant wealth in closely held small businesses. Historically, it has been difficult to transfer these small businesses because of the relatively low gift tax exemption available to the person or persons making the gift. For 2011 and 2012 the unified gift and death tax exemption is $5 million per person. Therefore, […]

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Marcellus Shale – Neutral and Reliable Sources of Information

Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will […]

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Can Estate Planning or Will Make Your Spouse Happy?

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies.  They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have […]

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Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it […]

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