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4/13/2009
David M. Frees, III
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Estate Plan: Review Now

It is important to periodically review your estate plan. The current economic climate being uncertian and the Obama Administration's priority to change the estate tax make now a good time to review your estate plan. There are six things to consider while reviewing your estate plan: Formula Clauses/ In Your Will Or Trust, Bypass Trusts, State vs. Federal Estate Tax, GRATs, Family Limited Partnerships, and Beneficiary Designation Forms.  This article explains these six impotant things t consider while reviewing your estate plan.
Click here to read the full article.

Category: Estate and Inheritance Tax Planning



David M. Frees IIIAttorney David M. Frees III whose practice involves trusts, estates, wills, and estate and asset protection planning, has just published a new (and free) The Executor Reportguide for executors of wills probated in Pennsylvania.
 
The Executor Report: The Ten Most Common Mistakes That Executors Make and How To Avoid Them.  This is a guide for executors to prevent personal liability and a guide for you if you're planning your estate and need to decide who is the best executor. 

David Frees and Unruh, Turner, Burke and Frees have offices located conveniently in Malvern, Phoenixville, and WestChester Pennsylvania  

If you are an executor, or if you need to update an old will, trust, or estate plan, or if you need to do one for the first time, call 610-933-8069 and ask for one of David's assistants for an appointment with David or one of his team. 

Please tell us that you're calling from our estate planners web site and you will receive a bonus when you come for an appointment or you have a telephone conference with David.





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