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Get This Quick Checklist to Protect Yourself and To End The Year The Right Way

1. Review my beneficiary designations on:

· Bank and Stock Accounts

· Life Insurance Policies

· IRAs, 401(k)s, and All Retirement Accounts

And make sure that they match my current situation and desires.

2. Review life insurance policies to verify:

· Amounts of coverage and when premiums are due

· Where the policies are located

· When policies will lapse (if level premium term or term policies)

And make sure that they are accurate and current.

3. Make a file and collect all charitable donation letters for income tax returns.

4. Consider gifting as part of my estate plan.

Determine whether or not to make estate planning gifts to children,

grandchildren or others and to verify how much I can give each year.

Watch: http://www.paestateplanners.com/video/how-much-can-i-give-without-filing-a-gift-tax-return.cfm

5. Get a free will/trust checkup from my lawyer at Unruh, Turner, Burke and Frees 610-933-8069 to make sure that my will is up to date with the changing laws and my changing circumstances including law changes, divorces, children reaching maturity, new grand children, purchasing more insurance etc.

6. Consider:

· Power of Attorney

· Health Care Power of Attorney

· Living Wills

· Trusts

· Personal Property Memos

7. Make sure that my executor knows where my will is stored.

8. Gather important documents, memos, and financial information and store in a safe location with wills, trusts, and estate planning documents.

Please Print This Out As A Reminder

Thank you from your attorneys, paralegals and advising team at Unruh, Turner, Burke and Frees 610-933-8069

David M. Frees III, Esq.

610-933-8069

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.

For more info from David M. Frees, III

Begin your case review by filling out the form below:

Free Consumer Reports
on Estate Planning:

Enhanced Estate Plannning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works

The Insurance Mistake You Must Avoid

The Ten Most Common Mistakes Executors Make...and How to Avoid Them

Why Searching For "The Best" Will or Estate Lawyer Might Not Work and

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