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Have you recently filed a deed? Be aware of this latest scam!

A change in the titling of a deed could be beneficial or necessary in the course of updating your estate planning. For example, sometimes you deed a house into a revocable trust to avoid probate or an irrevocable trust to protect it from a nursing home. But, after the deed is filed, the information is …

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UTBF Partner David Frees and his Wife Robin Help to Keep the Ben Franklin Legacy Alive

In 1789, just one year before he died, Benjamin Franklin set up an endowment fund called the Benjamin Franklin Trust. In 1995 it was transferred in part to the Chester County Community Foundation. Each year, this 200+ year-old endowment fund makes grants to programs and initiatives that Franklin himself had championed: fire companies, libraries and …

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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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Selecting a Trustee- What Matters?

Who Do You Trust? Choosing a trustee requires an appropriate balance between kinship or friendship, expertise and technical knowledge. As a trust attorney one challenging aspect of my practice is the very personal decision by a client about choosing a trustee or trustees (and their substitutes) for his or her many types of trusts. There …

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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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Reasons Why Your Trust Should Contain a Residuary Clause

By creating a trust, you are stating your wishes as to how you would like your assets and possessions distributed. Many trusts have a series of specific gifts. However, you should be sure that your trust also contains a residuary clause to best protect the distribution of your assets. Please click here, for more …

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Including a Residuary Clause Within Your Will

A residuary clause disposes of any property or assets that were not previously accounted for in the will. Please click here, to see why it is important to include a residuary clause within your will.  

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Are You the Executor of an Insolvent Estate? What Happens Now?

What Legal Fees and Debts Get Paid First? Pennsylvania law provides an order in which certain expenses, taxes, and claims need to be paid when an estate does not have sufficient funds. Please Click Here,  to learn about the order in which these fees and debts need to be paid.  

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Current Pennsylvania Estate Cases- Promissory Note Forgiven

A recent Pennsylvania case involved an insolvent estate (this means that the assets of an estate are insufficient to pay its debts, taxes, and other miscellaneous expenses), there was a promissory note owed to the descendant by his son. The question arises, can a direction in the will to forgive this debt be valid since …

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Will Your Estate or Trust Administration be Affected by the New Medicare Surtax in 2013?

What Does This New 2013 Surtax Mean to You? Some trusts and estates will be subject to the additional 3,8% Medicare Surtax in 2013. Please Click Here, to learn more about the Medicare Surtax and if it will affect your estate or trust administration.

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West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069