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4/13/2009
David M. Frees, III
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More reasons To Do A GRAT Right Now

The stars hav all aligned for wealthy or moderately wealthy families to consider a GRAT - Grantor Retained Annuity Trust.  If you have assets above $3.5 million doallrs, the timing is perfect for a GRAT.  Read more from the Wall Street Journal on the whys of doing a GRAT.

For more information on why or how contact David M. Frees III through one of his convenient Pennsylvania offices below.

David M. Frees III
610-933-8069
dfrees@utbf.com

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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