Remember to Review The Tax Allocation Clause In Your Will or Trust Most people do not realize that they can choose which beneficiaries will be responsible for paying the PA Inheritance Tax and Federal Estate Tax on their taxable estate. Many wills are written automatically and sometimes […]
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The July – 2015 edition of Suburban Life Magazine provides a review of the Philadelphia Region’s Top Attorneys. Read the profile article by clicking here. Both Douglas L. Kaune and David M. Frees, III of Unruh, Turner, Burke & Frees, P.C. were honored as Top […]
Read more →Clients frequently ask me questions about adding children or other individuals as joint owners on their bank or investment accounts. They initially consider adding a joint owner because they think it will make it easier for the individual to help them handle their finances. This is likely […]
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