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The System For Protecting Your Assets for Your Self and Your Heirs

Estates & Trusts

• Tax Court Case Alert: Gifts of Limited Partnership (FLP) Interests Fail to Qualify for Annual Exclusion
• Should I Make Gifts In 2010? The How and Why of Gifting In The Current Environment
• Alert: PA Case Evidences Need To Review Tax Clause In Your Will
• Announcing Our Complimentary Will and Trust Review Clinic and Appointments
• PA Case Law Update: Your Joint Accounts Might Not Pass To Surviving Joint Owner

Blog for The System For Protecting Your Assets for Your Self and Your Heirs

• Estate Planning - The Issues and Strategies For Families With Minor Children
• 529 Plans The Top Five Reasons
• Protecting Your Estate and Wealth: Do You Rush in Or Go Slow as Markets "Recover"?
• Family Finances - Should You Be Doing Things Differently?
• The FLP So Good - But Not For Your Personal Use
• Frequently Asked Questions About Pour Over wills, A handwritten Will, and Who Should Be Executor?
• Pennsylvania Attorney Recognised For Work In Estae Planning For Families
• Estate Planning and Family Communications Skills Avoiding Trouble Achieving Success

Library for The System For Protecting Your Assets for Your Self and Your Heirs:

• A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away. [PDF]   
  Description: This end of year checklist will help you to painlessly make sure that your wills and trusts are up to date, and that you're doing what you need to do to put your affairs in order. It includes gifting, some tax planning, and ways to verify that your plan will work.
• Jump In or Go Slow - What is the best strategy for entering the market? [PDF]   
  Description: This excellent document prepared by Bernstein, analysis the age old question facing investors in a down market or anyone who has wealth waiting to be invested. Does dollar cost averaging or all in represent the best policy for building long term wealth?
• In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list.   
  Description: Do you need a quick review of the steps that just about anyone needs to take to protect their family? This is a quick review of the estate planning steps you need to review.
• Why You Need To Get Your Head Out of The Sand and Do Things Differently   
  Description: The old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy.
• David M Frees Featued In Magazine as Trust Estate and Wealth Preservation Lawyer [PDF]   
  Description: If you live or work in Pennsylvania and need to update your will, trust, or estate plan, attorney Trust and Estate Attorney David M Frees III has been featured in many newspaper and magazine articles for his knowledge in the areas of trust and estate planning, wills, asset protection and estate tax planning.
• 529 Plans To Educate Children and Grandchildren   
  Description: This article published by FINRA is a resource full of the basic information that you must have to evaluate and use the 529 plans. For Pennsylvania residents thinking about establishing a 529 for a child or grandchild you must understand how they work and the pros and cons of such plans.
• Tools For Planning, Analyzing and Paying for College   
  Description: This set of tools by FINRA and best planning ideas are brought to you by David M Frees III, estate planning, trust and wills attorney practicing in Pennsylvania. Tools to help you plan for college, save for college and to pay for the extraordinary expenses of college. David and his wife Robin have two kids attending private east coast liberal arts schools and one more getting ready to go in, so they know what you are facing from actual experience.
• IRS educational Tax Information for Pa Residents [PDF]   
  Description: This publication by the IRS offers you all of the information that you need on the current tax benefits and laws surrounding college education, Hope loans, and more.
• Weathering Financial Hard Times The basics For Your Family Members   
  Description: This is a great nine point system for weathering tough economic times. Good for anyone to review but it is a great resource to share with children and grandchildren. A Pennsylvania probate and will lawyer located in Chester County, Montgomery County and the Philadelphia area brings you the best practices for building and maintaining wealth in tough economic times.

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Frequent Questions for The System For Protecting Your Assets for Your Self and Your Heirs:

• How much can I give every year to my children and grandchildren without having to file a gift tax return?

Videos about The System For Protecting Your Assets for Your Self and Your Heirs:

• Protecting Your Heirs From Divorce or Lawsuits
• Enhanced Estate Planning 1 - What is It? Why Do it? How?
• Enhanced Estate Planning 3 How Do I Do I do It? Your Questions Answered

Web Resources for The System For Protecting Your Assets for Your Self and Your Heirs:

• Banks Cut Lending To Small Businesses

  Description: In this article, bank loans to small businesses, small business job loses, and related risks to the economy in 2010.
  David M. Frees III Lawyer:  Phoenixville, West Chester and Malvern
  David M. Frees III Attorney with offices in Phoenixville, Malvern and West Chester

• Investment Actions For 2009 - What Do I Do Now?

  Description: Investment ideas and actions for 2009

• The Berkshire Hathaway Site for financial news and information

  Description: Shareholder and economic information, letters from Warren Buffet and other resources to help you to build a strong asset base.

• Personal and Esatet Planning Calculators

  Description: This site has a number of calculators that Pennsylvania residents can use when doing estate and asset protection planning, wills, and/or trusts including QPRT trusts. These calculators also help Pennsylvania residents with possible charitable gifts, including CRUTs, CRATs, Charitable Lead Trusts, Charitable Gift Annuities, and other techniques. David M. Frees III, Pennsylvania will and trust lawyer advises Pennsylvania residents to do asset protection, tax and estate planning and thee calculators can be very helpful.

• Investor Alerts for Protecting Your Assets

  Description: This is a link to a great source of updates and investor alerts that are essential for Pennsylvania residents to maintain and build estate assets in these economics times.

• Financial Educational Resources

  Description: Want to better smarter and a better consumer of financial and investment services. This site is loaded with articles and resources for the investor rebuilding his or her estate and assets.

• More blog articles for The System For Protecting Your Assets for Your Self and Your Heirs

  Description: More articles and information on the best will lawyer, best trust lawyer, and best estate lawyers in Chester and Montgomery County Pennsylvania and other topics including elder law, nursing home care, asset protection, and trust planning.

• Dave Frees On Twitter For Clients

  Description: David M Frees III Esquire posts information for clients on Twitter

• David Frees On Facebook

  Description: If you want to know more about the Pennsylvania will and estate planning lawyer David M frees III, you can see more about him on Facebook.

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Free Consumer Reports
on Estate Planning:

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

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

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

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