Mistakes Executors Make and How To Avoid Them
Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …
Is Your Pennsylvania IRA Still Protected From Lawsuits?
A recent case has opened a new door for someone suing you to try to reach or to attack your IRA. And, while IRAs usually have a heightened level of asset protection, my new article on this topic has a few suggestion – especially if you have a self directed IRA. Please click here to …
The Will TO DO List For Parents
If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …
Executor Fees In Pennsylvania – Who Can Reduce These Fees? It May Not Be Just Who You Think
Historically, executor fees in Pennsylvania and how much can be charged by an executor, have been governed by fee guidelines as opposed to state statutory fees. For a review of a common fee guideline, see my article on the Johnson Estate Guidelines on Executor Fees. As a result, the probate courts have always had …
Protecting Your Estate Plan From Challenges and Attack
If you have a second marriage, step children, children from separate marriages or who are treated unequally under your plan, then you must protect your will and estate plan from attack.
Pennsylvania Executors – Avoiding The Mistakes That Lead To Personal Liability
Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …
How Do I Pay For Estate and Inheritance Taxes Parts One and Two
David M Frees III answers the questions: When are death taxes due? and How do I pay for death taxes?
Protecting Yourself and Your Family: An inexpensive but essential coverage that you need – right now
What happens if you are injured by an uninsured motorist in Pennsylvania. How can you protect yourself and your loved ones from this danger? How does this relate to your estate and asset protection plan?
Avoiding Will Contests – How To Prepare For The Worst
Have you thought about disinheriting a child or grandchild? Do you intent to “write” an heir out of your will who might expect an inheritance? Are you leaving one child more than another child? Do you children have radically different needs and you are considering an unequal distribution or gift to your children? If you …
Who Needs A Will In Pennsylvania? You Do According To USA Today
I recently posted a short review of USA Today’s excellent article on the question of who needs a will? So if you have been wondering “Do I need a will?” then click here for more information on the question “Who needs a will?” For more information and secrets of doing an effective will, …