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- Business Exit Planning & Succession
- Local News and Information
- Mediation For Estates and Trusts
- The System For Protecting Your Assets for Your Self and Your Heirs
- Asset Protection
- Estate and Inheritance Tax Planning
- Protecting Heirs from Divorce and Litigation
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Estate and Inheritance Tax Planning
- Should I Make Gifts Now As Part Of My Estate Planning?
- Quick Review of The Federal Estate and Gift Tax Changes for 2011 and 2012
- Own A Business or Corporation? Upgrade Your Estate Planning To Business Class
- The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continue
- Why You Might Need A Power of Attorney FROM Your College Aged Kids
- The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010
- Federal Estate Tax News For Pennsylvanians
- Estate Tax News: Pressure on Congress To Act On The Federal Estate Tax
- Almost half of American Households Pay No Income Tax
- What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?
News
- Posted on 2/23/2010Estate Tax Strategies For 2010 and 2011
- Posted on 1/14/2010Pennsylvania Inheritance Tax Planning - Less Can Be More
- Posted on 1/7/2010WSJ Smart Money on The Death of The Estate Tax and What You Need To Do
- Posted on 12/19/2009Read Will, Trust, and Estate Attorney David Frees' Comments on The Washington Post Blog
- Posted on 12/18/2009The Frenzy Surrounding The Estate Tax
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Estate and Inheritance Tax Planning
Hitting A Home Run In Estate Planning
Estate planning is the process of working with your legal, tax, and financial professional to arrange your financial affairs so that you have sufficient assets to meet your lifetime needs. This article breifly describes some essential estate planning techniques. With baseball season in full swing who doesn't like a baseball analogy. So step up to the plate and round the bases with these financial tips. Covering all the bases will help you reach home plate and a successful retirement plan.To read the article please click here.
David M Frees III, Esquire  dfrees@utbf.com 610-933-8069 If you: 1.) have been appointed as an executor or trustee, or 2.) want to create a will, trust, power of attorney, a comprehensive estate plan, or 3.) are worried your will is out of date or no longer says what you want, or 4.) think that you might need a trust or estate plan that really works and holds up.... Then call and ask one of David's assistants at 610-933-8069 to set up an appointment and to see if you can work directly with David or one of his partners, or associates. It may be one of the most important calls that you ever make. David's AVVO rating is Superb! 10.0
David Frees on Twitter: http://www.Twitter.com/davidfreesesq
David Frees on LinkedIn: http://www.linkedin.com/in/davidfrees
Unruh, Turner, Burke, and Frees Estate Planning Blog: http://www.utbf.com/trust-estate
Executor and Estate Planning Blog: http://paestateplanners.com/
What do clients and lawyers say about David M. Frees III? Click here for more information.
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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
Videos
Estate and Inheritance Tax Planning:
- Does Owning a Business Impact Estate Planning in Pennsylvania?
- Pennsylvania Estate Planning Attorney End of Year Changes
- Inheritance Tax? Pennsylvania Estate Planning Lawyer Explains
- How Much Will My Estate be Taxed and Can I Avoid Taxes? PA Estate Planning Lawyer Answers
- Beneficiary Controlled Trusts