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Executor, Trustees and Probate
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- Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income Act
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- Posted on 11/21/2009Shocking Turns in The Michael Jackson Probate Case
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Executor, Trustees and Probate
Estate Planning That Really Works - Get Records, Documents and Passwords Organized
I just posted a very brief article on how important it is to keep records organized, to alert your executor to the location of your will and trusts, and to maintain a method of accessing passwords. The article also examines the benefits of memos to executors, trustees and family memebers on many topics such as distributing personal effects, distributions from trusts, and more. There is also a link to a great Wall Strett Journal piece on the same subjects.Please read more on creating an estate plan that will actually work.
For more information for executors and trustees, order our great report on the 10 Most Common Mistakes Pennsylvania Executors Make and How To Avoid Them or our series of materials on Enhanced Estate Planning.
David M. Frees III, Esquire
Estate Planning, Trust, and Asset Protection Lawyer
Offices in Chester County and serving the State of Pennsylvania
David M Frees III, Esquire
David's AVVO rating is Superb! Click here for more information.
610-933-8069
David Frees on Twitter: http://www.Twitter.com/davidfreesesq
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Firm Estate Planning Blog: http://www.utbf.com/trust-estate
Executor and Esate Planning Blog: http://paestateplanners.com/blog
What do clients and lawyers say about David M. Frees III? Click here for more information.
 Attorney David M. Frees III whose practice involves trusts, estates, wills, and estate and asset protection planning, has just published a new (and free)  guide 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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Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
Regular Business Hours
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Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
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West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323
See David by Appointment call 610-933-8069 For David Frees
Get Directions
Offices
Offices
Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
Regular Business Hours
Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
By Appointment
West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323
See David by Appointment call 610-933-8069 For David Frees
