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Pennsylvania Asset Protection & Estate Planning Blog Will & Trust Attorney Blog For Unruh, Turner, Burke & Frees

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Executor, Trustees and Probate

2/21/2009
David M. Frees, III
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Mistake Number Six: Failure To Coordinate with Professional Advisors And To Get The Best Fee Agreements

The sixth mistake is failing to cooridanate with your professional advisors and also failing to get the best fee agreements. Whether it is preparing inheritance tax returns and or federal and state income tax returns you will need a professional. If you are using an accountant and an attorney you need to make sure they are coordinating their efforts. Let everyone know who all is on you Estate team. If everyone knows who is doing what your bases are covered. Also when shopping around for the best fee deals make sure you are asking the right questions. Find out what you need and what they will do and how much that costs. If  you just ask how much they charge hourly you may not know what  all that entails.

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David M. Frees III Esq.

610-933-8069

For up to the minute news about estate, asset, and wealth protection planning
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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

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