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- New Video Reveals The Most Overlooked Estate Planning Document
- Returning or Starting College: Essential Legal Documents For Your Children
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- Posted on 4/15/2011Marcellus Shale Program At Albright College
- Posted on 2/7/2009News on The Economy and Commercial Real Estate
Library
Do I need to change my bank and investment accounts for the revocable trust?
A: You should retitle your accounts so that they are in the name of the revocable trust and in such a way that the trustee signs to confirm all transactions. Much of the advantage of a revocable trust is that it affords ease of administration, both during incapacity and upon death. Assets that are not titled in the revocable trust will not receive these benefits. However, you should also have a pour over will for just this reason. If your trust contains all of the instructions for distribution, the pour over will can move the assets into the trust for distribution after death.
 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
By Appointment
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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
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- Pennsylvania Estate Attorney Discusses Help in Other States
- Pennsylvania Estate Planning Lawyer On Why He’s an Attorney
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- Sophisticated Estate Planning Advice From Dave Frees