Practice Areas

Pennsylvania Estate Planning Attorney On How We Give Back
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, how our law firm gives back to the communities that we serve. You might think that law firms spend way too much time talking about themselves, but we are very proud of what we do for our communities. At the law firm of Unruh, Burke & Frees, we have attorneys who serve on many boards of charities and organizations in the communities that we serve. We support educational initiatives. We also support the Chester County Community Foundation, as well as other foundations in other communities. We are constantly looking for ways that we can give back, such as hiring within our communities, bringing on interns from our communities and supporting local charitable causes. Please let us know if you see a way that we can help. We want to know about our community’s needs. In addition, you may have estate planning needs such as a will and/or trust. Our team at Unruh, Burke & Frees has the experience to help you protect your assets and your legacy. To find out more about preparing your estate and wealth preservation needs, you should contact a Pennsylvania estate planning attorney at our firm and order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/

Mediation For Estates and Trusts:

Pennsylvania Estate Planning Attorney on Attorney Meeting
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses how to prepare for a meeting with an attorney. Make sure to do your homework and order our books. Are you thinking of going to a trust and estate lawyer to have an estate plan prepared or are you an executor of a trust and looking to hire a Pennsylvania estate planning attorney? If so, you might be wondering what you can do to get the most out of that visit. First, do your homework. If you are an executor, make sure to order our free book, The Ten Most Common Mistakes Executors Make…and How To Avoid Them. Reading this book before your meeting with an attorney will help you be a better consumer of legal services. If you are considering an estate plan, you can order a free copy of our book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. This book will help you learn how to better pass on your legacy to your heirs. It will also help you understand the issues you should be considering about your estate plan, such as the executor, trustee and how your money will be distributed and invested. Our team at the law firm of Unruh, Burke & Frees can help you understand the intricacies of being an executor and/or preparing an estate plan. We can help prepare a document that will do much more of what you want. http://www.paestateplanners.com/practice_areas/estate-and-inheritance-tax-planning.cfm

Pennsylvania Estate Planning Attorney On How They Can Help
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, the many reasons why people visit their firm’s website. If you have stumbled across this video, you might be interested in preparing a will, trust or estate plan. Perhaps you are looking for ways to protect your loved ones and heirs from losing assets in a divorce or from the high costs of estate administration. You might be an executor or trustee and want to make sure that you are performing your duties correctly. You may have found this video because you are wondering if you are at risk of getting sued or having personal liability. You might be looking for asset protection and ways to structure your business and personal assets to protect them from frivolous lawsuits. It could be that you have a friend or loved one who is facing nursing home care and are looking to protect their assets as a family legacy. No matter which category you fall into, a Pennsylvania estate planning attorney at the law firm of Unruh, Turner, Burke & Frees can assist you with all of your needs. To find out more about preparing your estate, wealth preservation needs, and other ways to protect you assets, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/aboutus.cfm

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

Will an In Terrorum Clause Prevent Challenges to My Will or Trust?
http://www.paestateplanners.com Many people worry that their will or estate could be challenged after they have passed. If this happens, the court and attorney fees will eat into the estate, leaving considerably less for your loved ones. While you cannot stop someone from attempting to challenge your will, there are ways to discourage people from doing so and greatly reducing the chances that they will be successful. Be sure to ask your attorney how they plan to handle a challenge to your will in the event this happens. While there are several ways to handle challenges to a will, one that is often used is called an interorum clause. This clause states that if the beneficiary challenges the will and loses, they will receive nothing. This is often a strong enough deterrent that would be challengers avoid taking the matter to court. For more information on wills, trusts and estate planning in Pennsylvania, call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or email Dave Frees directly at dfrees@utbf.com

How Much Uninsured Motorist Coverage Do I Need?
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Dave Frees has written a book entitled "What You Don't Know About Pennsylvania Insurance Can Hurt You". As a trust and estates planning lawyer, he is a trusted advisor to his clients on other matters of Pennsylvania law. He found that many people did not have enough uninsured motorist coverage and it was eating into their assets.

Do you know how much uninsured or underinsured motorist coverage you have? This topic is often not discussed with insurance agents but is vital to your financial health if you or a loved one is injured in a car or truck accident by an uninsured motorist. Assets that you have been saving as part of your estate or other investments might need to be used to cover medical bills if you are not properly covered. Luckily, this kind of insurance is very affordable but you may want to speak with an attorney to decide just how much coverage you need. Call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources and information.

Pennsylvania Estate Attorney Explains How Asset Protection Covers a Wide Range of Strategies
For Pennsylvania residents, it can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so hard to achieve both for yourself and your family. Contact David M. Frees, III, Attorney at Law, at (610) 933-8069 for expert legal assistance.

Using An Asset Protection Trust - Control vs. Ownership
In this brief video, Pennsylvania attorney David M. Frees III reviews the hows and whys of asset protection or beneficiary controlled trusts for your children and grandchildren. Want to protect the legacy you leave to others from divorce and lawsuits?

Pennsylvania Lawyer Answers Your Questions about How Estate Planning Works
In this video David M Frees III discusses his process of Enhanced Pennsylvania Estate Planning. Have you ever wondered what was going to happen and how the process works? Wonder about costs? These questions are answered clearly in these three videos.

Pennsylvania Estate Planning - Your Questions Answered
This is the final video that explains the process and awsers the estate planning and asset protection questions that many people have before they visit a great will lawyer but just don't know who to ask. Your questions about the fees, how long it takes, and how it works. No fees until you understand everything.

Asset Protection:

Pennsylvania Estate Planning Attorney On Asset Protection
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this video, the incredible information you can find on his firm’s website concerning asset protection strategies and planning. You can’t afford to not be an educated and informed consumer when is comes to protecting your assets.

As you can imagine, asset protection covers a wide range of strategies that can range from very inexpensive to very expensive. Again, it’s important that you are educated and informed as it relates to the subject. Our website can help you achieve this goal.

Our website offers you a lot of information about asset protection strategies and planning. You will find articles discussing the types of insurance you should have. You will also find information on the various types of trust arrangements available ranging from domestic trusts to offshore trusts.

Feel free to call the Pennsylvania estate planning attorneys at Unruh, Burke & Frees for more information and with any questions you have about asset protection.

To learn more about protecting your assets and about estate planning, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm

How Can I Protect My Assets with an Umbrella Policy?
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Are you assets properly protected? All asset protection is built on layers of protection and a foundation of insurance. If you don’t already have a liability umbrella policy, you should speak to an experienced trust and estates lawyer about getting that coverage. An “umbrella” policy kicks in after a homeowners insurance or auto insurance policy is exhausted. This is vital if you or a family member is badly injured or in a car accident or significant damage to your home occurs. The more coverage you have, the better the attorney that the insurance company will send to help you if your umbrella policy is about to kick in. If there are millions of dollars on the line for the insurance company, you will be well taken care of. We recommend that you speak to an attorney before purchasing an umbrella policy. Call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources and information.

Pennsylvania Asset Protection Attorney: Protects Businesses & Assets
http://www.paestateplanners.com/ “You just feel better when you do it and do it right.” This statement rings true for the asset protection and estate planning clients of Unruh, Turner, Burke & Frees. In this powerful video, Pennsylvania asset protection attorney David Frees explains how his law firm was able to help one of their clients with his business. This client was in a similar situation to many of the people who contact the law firm. He was in a business that had a high probability of lawsuits and he was concerned about protecting his assets. He worried about losing his assets all the time. Frees and his firm were able to take measures to protect the client’s business and assets from frivolous lawsuits. Knowing his assets and business were safe, put the client’s mind at ease. Next, Pennsylvania asset protection attorney Frees looked at how his client’s assets were structured. He took the necessary steps, so that they would pass to his client’s heirs seamlessly. Watch this informative video to learn more about this client’s story and how the law firm of Unruh, Turner, Burke & Frees was able to help him not only with his business, but his family’s future. Be sure to order your FREE copy of the must-read book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm

Pennsylvania Estate Planning Attorney Says A Team of Advisers Can Help You Diversify & Protect Money
http://www.paestateplanners.com/ Imagine hearing the amazing news that you have just won the lottery. Those magic numbers on your lottery ticket have just increased your net worth by $50 million. If you have received a massive inheritance (or won the lottery), you need a team of advisers on your side, looking out for your best interests. Your team should include your investment adviser, tax adviser and attorney. You need to be able to answer questions and determine your financial goals. For example, when are you going to need this money? What do you want to accomplish? Maybe you want to send your children to college or go on that dream vacation. Whatever your objectives might be, you need to ensure that you are on the right path. That means you need to diversify and protect your money. Once you know your goals, your team of advisers can give you good advice on how to diversify and lower your risk of losing your money on a down stock market. Your team of advisers can also help you minimize the unnecessary spending on federal or state tax. Have you taken the steps to diversify and protect your money? If not, contact an experienced Pennsylvania asset protection attorney at the law firm of Unruh, Turner, Burke & Frees. Be sure to order your FREE copy of the must-read book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm

Pennsylvania Estate Planning Attorney Says Build Your Team
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this powerful video, what you need to do if you receive a large inheritance or win the Pennsylvania lottery. The last thing you want is to lose your money to massive taxes. If you have recently received a large sum of money, you need to get your team in place. What team are we referring to? You need a team of advisers who will help you reach your financial goals and minimize unnecessary spending on taxes. Your team should consist of an accountant, estate planning lawyer, someone to help you with asset protection and insurance and product advisers. This team should work together to help you offset the high amount of taxes you will be facing. At the law firm of Unruh, Turner, Burke & Frees, we help people protect their assets and estates. Our law firm focuses on estate planning, trusts and estate administration, with an emphasis on asset protection trusts. You can find out more by calling an experienced Pennsylvania estate planning attorney at our office. We have offices located throughout Pennsylvania. To find out more about trust and estate planning, order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm

Pennsylvania Asset Protection Lawyer Says To Protect Your Assets You Need Multiple Layers Of Protection
Sophisticated asset protection is a vital component of estate planning and may include setting up trusts, creating partnerships, corporations, and limited liability companies and implementing other successful strategies. There are many tactics available when it comes to protecting your assets and if done correctly these methods can also help minimize your tax liability and that of your heirs. Contact us at 610-933-8069 for help.

David M. Frees Asset Protection Lawyer by Chip Cummings
Chip Cummings of Northhwind Financial Company explains why he trusts David Frees as an Asset Protection Attorney

It's Hard To Protect Assets When You Don't Know What Is Happening
In this video, the credit crisis is quickly explained. Knowing what is happening is key to building an effective asset protection and estate plan.

Understanding The Credit Crisis and How You Can Plan For Asset Protection
More explanation of the credit crisis that you need to create and enact successful asset protection planning

Estate and Inheritance Tax Planning:

Does Owning a Business Impact Estate Planning in Pennsylvania?
http://www.paestateplanners.com If you are one of the growing number of Pennsylvania residents who has started their own business, you need to plan your will and trust accordingly. Part of growing your small business will likely be creating an L.L.C. (Limited Liability Company) or a corporation. Your personal estate planning could be very different depending on the structure of your business. An experienced business and tax attorney like Dave Frees of Unruh, Turner, Burke and Frees can help you choose a business structure that keeps your company's assets organized and will benefit your heirs if something were to happen to you. Your business is closely tied to your personal finances, and you will want to make sure that your estate is planned so that you and your heirs are protected. For more information, visit http://www.paestateplanners.com or call 610-933-8069.

Pennsylvania Estate Planning Attorney End of Year Changes
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this insightful video, things you should consider when the end of the year approaches. First, if you are considering making an end of the year gift to a child, grandchild or another person, make sure to check with us to see of the gifting amount you are allowed to make has been changed by the IRS. Second, make sure that you have prepared a good and updated inventory of the contents in your home and vacation home in the event that you have an insurance loss. This will help you prove your losses and recover from your losses from you insurance company. Lastly, make sure that your estate plan, will and power of attorney are updated. Every year there are changes to the laws and your personal circumstances. Most attorneys will not charge for a quick call to see if there are things that have and will affect your plan. At the law firm of Unruh, Burke & Frees, our experienced and knowledgeable team of Pennsylvania estate planning attorneys can help you with your end of the year planning and help you protect you estate. Call our team today to learn how we can help you with your estate plan. To learn more about protecting your estate plan, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/estate-and-inheritance-tax-planning.cfm

Inheritance Tax? Pennsylvania Estate Planning Lawyer Explains
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees addresses tax consequences of receiving an inheritance. The main question that beneficiaries have to consider is whether they will have to pay income tax on the money. The simple answer is “no.” With most inheritances, the Will instructs the executor to pay all federal estate taxes and inheritance taxes before you receive your share of the inheritance. Once this is paid by the executor you generally are not responsible for income tax on the money you receive. There are certain situations you should be aware of. If you are receiving an IRA or a 401(k), you might have taxable liabilities. If the estate is large, then the estate may generate taxable income. These are all questions you should ask the executor or the executor’s attorney. You need to ask him or her whether you will be responsible to pay any income tax on your inheritance. At the law firm of Unruh, Burke & Frees, we can answer these questions. You can find out more by calling one of our Pennsylvania estate planning lawyers. They can help guide you on what, if any, tax consequences you might be responsible for if you are expected to receive an inheritance. To find out more about tax consequences regarding your inheritance, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm.

How Much Will My Estate be Taxed and Can I Avoid Taxes? PA Estate Planning Lawyer Answers
Federal Estate Taxes can be as high as 45% or even 55%. This can really deplete your estate, but there may be a way around that. We might be able to take your life insurance policy and put it into an Irrevocable Insurance Trust. If you have a two million dollar life insurance policy and pass away, then your heirs will receive two million dollars. If you leave this in your estate, then the Federal Estate Tax could cut this to just one million dollars or less. We can double the value of life insurance policies using this method, but you need to start planning early. An Irrevocable Insurance Trust can make a huge difference for you and your family. If you don’t have a will or trust yet or need to update it because you bought a home or had a child, then please give us a call at 610-933-8069 for more information or to set up an appointment.

Protecting Your Heirs From Divorce and LAwsuits
In this video Pennsylvania trust attorney David M. Frees describes how you can use the beneficiary controlled trust to protect your heirs from divorce and from lawsuits that could take way the inheritance that you left them.

Gifting To Children and Grandchildren - How Much before Tax Is Due?
Brief video discussing annual gifting. How much can you gift before a tax return is due? Gift taxes for Pennsylvania residents.

Who knew Woopie Goldberg opposed the death tax?
Whoopie Goldberg on the Federal Estate Tax. You might be surprised by her position.

How A bad Economy Offers A Rare Estate Planning Opportunity
Estate planning and Pennsylvania Inheritance and Federal Estate tax savings even in bad economic times. How a bad stock and real estate market offers a unique opportunity to move wealth and assets to the next generation.

Protecting Heirs from Divorce and Litigation:

What Happens To My Inheritance If My Son or Daughter Gets a Divorce?
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If I leave my inheritance to my son or daughter and they get divorced, will my son-in-law or daughter-in-law get the money? In most cases, the answer is yes, but you can plan ahead so this won't happen. When you leave assets to your children and tell them not to put it into a joint account with their spouse, you are putting them into an awkward position. They will likely feel uncomfortable with this and put it into a joint account. It then becomes a marital asset, and if they get divorced, your inheritance could go to another family. You can prevent this by carefully planning your estate with an experienced wills and trusts lawyer like Dave Frees. One of the tools Dave Frees can help you take advantage of is the beneficiary controlled trust, which is designed specifically for this purpose. For more information, call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or email Dave directly at dfrees@utbf.com.

PA Lawyer Explains Leaving Your Estate to Children
Can money be taken away from a child if you leave it to him or her as an inheritance? We often hear this important question. If you get sued or divorced, will your children be financially secure? In most wills and estate plans, money can actually be taken from a child. If you leave an asset to your child in joint name with his or her spouse, then it is considered marital property and can be taken away in a divorce or lawsuit. We can help you prevent this from happening. Certain types of trust don’t allow this, and you can protect your children by creating one. We can also help you make sure that money is taxed as little as possible. We have had a lot success in this area, and we want to help you too. Give us a call at 610-933-8069 for more information or to set up an appointment.

Pennsylvania Estate Attorney Discusses How To Protect Your Heirs From Losing Their Inheritance In A Divorce
For most estate owners, protecting their children and grandchildren from possible divorce litigation and creditor’s claims is a top priority. They do not want to leave their loved ones vulnerable to a claim to the assets they inherit. This goal can be accomplished through estate planning. Contact us at 610-933-8069 for help.

Protecting Your Heirs and The Legacy You Leave
This brief video gets you thinking in a new way about how to protect your heirs and their inheritance. Worried about a child or grandchild getting a divorce and losing the inheritance? Concerned about protecting your heirs from litigation, lawsuits, and creditor claims. Start thinking strategically in a new and effective way. A prominent will attorney describes the basics of asset protection for your heirs.

Protecting Children and Grandchildren from Divorce
This video briefly explains how parents and grandparents can protect their heirs from divorce.

Wills and Trusts:

Pennsylvania Estate Planning Attorney On Updating Your Will
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses the importance and the many circumstances that may require you to update your will. You may be wondering how often you should have your lawyer review and update this important document.

You may be like many of our clients who think that once they have created their will, they can lock it up in their safety deposit box and not worry about it. Many are nervous to ask how often they need to update their will.

The truth of the matter is that once you have created your will, you are not done. Many circumstances in life arise that may require you to have your lawyer review your will and update it.

Common circumstances that may require an update, include an addition of a child or grandchild, a divorce, the purchase of a significant insurance policy and changes in the laws. You may want to speak to a lawyer if you receive an inheritance. You should review and update your will every two to five years.

Call the Pennsylvania estate planning attorneys at Unruh, Burke & Frees to discuss whether or not your will needs to be updated. Our experienced team can help you with all your will and trust needs.

To find out more, you can order a free copy of the informative guide, How To Find The Right Will, Trust, Estate or Probate Attorney For Your Specific Needs And At Just The Right Price.
http://www.paestateplanners.com/practice_areas/wills-and-trusts.cfm

Is Everything You Know About Estate Planning Wrong?
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It’s not uncommon for people to have misconceptions about wills and trusts. At Unruh, Turner, Burke and Frees, we don’t have secrets that other firms aren’t aware of. We do, however, focus only on estate planning and are more effective at making sure that our clients’ wills are executed exactly like they are intended. Because of expertise in the area of trust and estate planning, we have ideas and knowledge that you won’t find at other firms. Our goal is to listen to you and to help you achieve your goals. Is everything you know about estate planning wrong? Probably not but much of it could be and it could have a huge affect on your beneficiaries. If you haven’t looked at your estate in the last calendar year, it’s a good idea to have an expert take a look. Call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources and information.

Why Should I Plan My Will, Trust or Estate Now?
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Why should you plan your will, trust or estate now? If the thought of drafting a will intimidates you or you have a nagging feeling about it, it's time to call Dave Frees of Unruh, Turner, Burke and Frees. You will sleep better at night knowing that your legacy will be passed on to your heirs. By planning ahead with an experience estate attorney, you save taxes for your heirs and plan your estate the way you want it taken care of. Planning your will or estate in Pennsylvania doesn't have to be a nuisance. Call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources.

Pennsylvania Estate Planning Attorney on Wills and Trusts
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, the topic of wills and trusts and how they relate to Pennsylvania probate laws. You may be wondering whether you should use a will or a trust. You also may be wondering how Pennsylvania probate laws will affect your decision. The simple answer is that it doesn’t matter as much as it does in other states. Unlike Pennsylvania, other states can have very high probate fees as well as very complicated probate systems that are best to avoid. In fact, you might be surprised to learn how simple your will can be and how little information it gives out when you utilize a trust. Michael Jackson and Senator Ted Kennedy’s wills are perfect examples of how wills and trusts can work together. At the law firm of Unruh, Burke & Frees, we have Pennsylvania estate planning attorneys who can help you with your will or trust. Our team of experienced and knowledgeable lawyers can help you with all of your estate planning needs. Call our team today to learn how our outstanding talent can get your job done. To find out more about preparing your will and trust, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/wills-and-trusts.cfm

Pennsylvania Attorney Talks About Cost Effective Estate Planning
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees, discusses, in this informative video, his book about cost effective estate planning. David Frees is the author of Enhanced Estate Planning. You may be considering preparing a will, trust, durable power of attorney or a more comprehensive estate plan. No matter your specific needs, David Frees’ book, Enhanced Estate Planning, can help guide you through the entire process and answer questions that you might have about effective estate plans. The book will also address key issues that you should be thinking about, so that you become an educated consumer. No matter your needs, the law firm of Unruh, Burke & Frees, can help you prepare your estate plan. Our team will show you how we can help you achieve your estate planning goals in a cost effective way. Unruh, Burke & Frees currently has clients throughout the entire state of Pennsylvania and would love to meet with you. To find out more about preparing your will, trust or comprehensive estate plan, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/

Pennsylvania Estate Planning Lawyer On Trusts & Estate Plans
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses, in this informative video, the various important resources our team offers when it comes to trusts and estate plans. No matter your estate planning and wealth preservation needs, we have the team of lawyers and paralegals who can assist you in meeting your goals. In addition, the law firm of Unruh, Burke & Frees, has attorneys who can help you in the area of business law and real estate law. Our team of experienced and knowledgeable lawyers can help you in all areas that will matter to you in preparing your estate plan, even if it means integrating business planning into real estate planning. We will also answer your tax planning questions. Call the team at Unruh, Burke & Frees to learn how our outstanding talent can get the job done. Even if another lawyer is advising you, we will work with him or her to meet your estate and wealth preservation planning needs. If we can’t help, we will provide you with the best possible referral. To find out more about estate planning and wealth preservation, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/the-system-for-protecting-your-assets-for-your-self-and-your-heirs.cfm

Pennsylvania Estate Planning Attorney On PA Sports Teams
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this relevant video, the recent success of Pennsylvania sports teams, such as the Philadelphia Phillies and the Pittsburg Pirates. He notes that proper planning can help a team relax and focus on playing baseball and football. The video makes viewers consider if having really effective wills and trust planning contributed to their recent success. Though, wills and trust planning are more than likely not a part of the everyday business of the team’s management personnel, the message should not be lost on the rest of us. No matter your needs, whether it’s in the areas of wills and trust planning or if you have questions about death taxes, proper and effective planning can help put your mind at rest. A well executed plan can help you focus on the other important matters in your life. At the law firm of Unruh, Burke & Frees, we can help you with your will and trust planning. You can find out more by contacting an experienced Pennsylvania estate planning attorney at one of our offices located throughout Pennsylvania. To find out more about protecting your inheritance, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/wills-and-trusts.cfm

Pennsylvania Estate Planning Lawyer– Impact of Your Business on Your Estate Plan
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses how your business, whether you are self-employed, working from home or have created your own office, impacts your estate plan. First, you must get your business well-organized and grow it. Often times, this includes creating a limited liability company (LLC) or a corporation. Once you have established your business entity, you will need to consider how to integrate your business with your estate plan. The correct wording is critical and can vary depending on the type of corporation you have created. For instance, your Will may read differently if you have an LLC, as opposed to an S-Corporation. Your main goal is to ensure that your assets are protected from lawsuits and that your family is protected through a well-drafted estate plan. At the law firm of Unruh, Turner, Burke & Frees, we help business owners with integrating their businesses with their estate plans. We have a team of business attorneys and tax attorneys who can help you prepare a well-drafted estate plan to protect you and your beneficiaries. You can find out more by calling one of our experienced Pennsylvania estate planning lawyers. We have offices located throughout Pennsylvania. To find out more about how your business impacts your estate plan, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/asset-protection1.cfm

PA Estate Planning Lawyer: How Much Does a Lawyer Charge to Draft a Will?
Most lawyers bill hourly, so you probably won’t know how much you are getting charged for your will or trust until it gets finished. While lawyers have a right to do this, we prefer to charge one flat rate to draft a will or trust. When you come to see us, your initial consultation will be free of charge. Once we have a better understanding of your financial and family situations, we can give you a cost. We work this way due to the fact that some situations are more complicated than others. In some cases, you may not need an attorney at all, but if you have a child with special needs and carry a lot of insurance or live in a state with a high probate fee or estate tax, then you will need an attorney to help you. Our firm specializes in wills and estate planning, and we will give you a flat rate so that you feel comfortable working with us. Give us a call at 610-933-8069 for more information or to set up an appointment.

Living Wills Explained by Pennsylvania Estate Lawyer
When should you hand over a living will or medical power of attorney to your relatives or doctor? The answer varies depending on your medical and financial situations, but you want to make sure that you obtain all of the medical services that you need. When you go to the hospital and someone asks if you have a living will, you should respond that you have one that your spouse will provide it if need be. Leave an original copy of your medical power of attorney and living will with your closest relatives. Make sure they understand what you want and when to deliver it. If you need help drafting a will or estate plan, then give us a call at 610-933-8069 for more information or to set up an appointment.

PA Estate Planning Lawyer: If You Bought a Home or Had a Baby, Its Time to Draft a Will
If you just bought a new home, had a baby, or bought life insurance, then you need to draft a will or trust, depending on where you live and what kind of assets you have. Major life changes give you more responsibility. If you happen to pass away unexpectedly, then you need to have provided for your child and the appointed caretaker. You need to decide who will inherit your assets and when. In the meantime, you must decide who takes care of your money until your children are old enough to handle it. If you already have a trust or will and have had a major life change, then you should consider updating your documents accordingly. Give us a call at 610-933-8069 for more information or to set up an appointment.

PA Attorney Explains Role of a Trust and Estate Lawyer
What is the role of a trust and estate lawyer? We help you figure out exactly what you want to do with your assets, for yourself and your family. Our Phoenixville, Pennsylvania office specializes in formulating and drafting the proper documents so that your family will be protected in the event of an emergency. It is our responsibility to make sure that your wishes are carried out. If you don’t have a will or trust yet or need to update it because you bought a home or had a child, then please give us a call at 610-933-8069 for more information or to set up an appointment.

Pennsylvania Estate Planning Attorney Explains What is the Difference Between a Will and a Trust?
What is the difference between a will and a trust? Our Phoenixville, PA law firm hears this question all the time. A will says what happens to your assets when you pass away. A trust can be created under a will or separately. It establishes who will manage your money and what they are going to do with it. You can create a trust under a will to dictate at what age your children have access to your money and what happens to it in the meantime. Trusts and wills can get very complicated, and you will likely need both in your lifetime. Give us a call at 610-933-8069 for more information or to set up an appointment.

Pennsylvania Lawyer Explains Why You Need To Have a Will
What happens if you die and don’t have a will? Pennsylvania law firm Unruh, Turner Burke & Frees wants to make sure that doesn’t happen. When you write up a will with the help of a lawyer, you get to choose who gets your money, when they get the money, and who your executor will be. If you don’t have a will, then your money could go to a child when he or she is just 18 years old and thus not ready or able to handle it appropriately. If you would prefer the child gets it at an older age, then you can assign someone else to manage the money in the meantime. We can help you arrange the money so that it will be taxed the minimum amount possible. You need a will, and we can help write you one. Give us a call at 610-933-8069 for more information or to set up an appointment.

Pennsylvania Estate Planning Attorney On Where to Find the Will
http://www.paestateplanners.com/ If you have a loved one who recently passed away, then you must find his will or trust, if he even has one. Often, though, many people don’t know the first place to look. The first place you look should be the relative’s personal documents. See if you can find a copy of the will or trust, or even a memo stating the existence of one. If the relative has a safety deposit box, then you may find the will or trust inside. If you still cannot locate a will or trust, then you should contact the relative’s lawyer. If you have legal concerns about a will or trust, then contact attorney David M. Frees today. Call him at 610-933-8069, or visit his website at www.paestateplanners.com, to order a FREE copy of his book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney.

PA Estate Planning Attorney On The Importance of a Recent Will or Trust
http://www.paestateplanners.com/ When a loved one passes away, having a recent will or trust available becomes crucial for knowing the intended executor or trustee. Without a will or trust, the assets of the deceased may not go to the correct individuals. In Pennsylvania, intestate laws govern an individual’s assets if no will or trust is available. In such a case, the state has the power to determine the executor as well as who will get the money or assets at what time. This unfavorable situation could mean that you don’t receive the assets that your loved one wished you to have. If you have a recently deceased loved one who did or did not leave behind a will, or if you are looking to draw up a will of your own, then David M. Frees can help. Call him at 610-933-8069, or visit his website at www.paestateplanners.com to order a FREE copy of his book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney.

Pennsylvania Estate Planning Attorney On Storing Wills and Other Documents On Your Computer
http://www.paestateplanners.com/ As the world becomes increasingly digitalized, even the elderly are learning to be computer savvy. If your loved one has recently passed away you could have difficulty retrieving a will or trust stored on a computer. Often, documents as important as wills and trusts will be password protected if stored on a computer. If the surviving family members do not know the password, this obviously creates a problem. Therefore, those individuals who store wills or trusts on computers should allow their heirs access to these password-protected documents. If you have legal concerns about a will, trust, or estate, then contact attorney David M. Frees today. Call him at 610-933-8069, or visit his website at www.paestateplanners.com where you can order a FREE copy of his book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney.

PA Estate Lawyer Explains When to Take Action on a Will or Trust
http://www.paestateplanners.com/ After the death of a loved one, moving on with the legal proceedings of a will or trust can be difficult. Additionally, many states have fairly short deadlines, so it is important to take action on a will or trust immediately. In Pennsylvania, for example, discounts applied to the taxes must be paid by three months after the date of death. You need to gather the information of a will or trust promptly, especially if you are the executor or trustee. You should be prompt so that you don’t get sued by other family members, and so that you receive the assets entitled to you by the legal deadline. If your loved one has passed away and you need legal advice concerning a will or trust, then contact David M. Frees. Call him at 610-933-8069, or visit his website at www.paestateplanners.com, to order a FREE copy of his book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney.

Pennsylvania Estate Planning Attorney Explains How Wills and Trusts Are For Everyone
http://www.paestateplanners.com/ Many people believe that wills and trusts are reserved for wealthy people with large estates. This is not the case. If you have children or other loved ones to whom you wish to pass your assets, you should draw up a will or trust, no matter the size of your estate. David M. Frees can help you get your will or trust in order. Pennsylvania estate attorney David M. Frees of the Law Offices of Unruh, Turner, Burke & Frees specializes in cases involving trusts, estates, and wealth preservation. If you have assets that you want to leave to your loved ones, don’t face the legal burden alone. Call David M. Frees at 610-933-8069 today, or visit his website at www.paestateplanners.com to order a FREE copy of his book, Enhanced Estate Planning: What You Need to Know About Hiring an Attorney.

Pennsylvania Estate Planning Attorney On When To Create a Will or Trust
Whether you need a simple will or more complicated planning techniques such as an Irrevocable Trust, or a GRAT, what you probably want more than anything else is for someone to guide you through the process in a clear, easy, and effective way. That is what we do. And we also help you to protect assets, and to minimize or avoid estate and inheritance taxes. Contact us at 610-933-8069.

Asset Protection Lawyer In Pennsylvania Discusses The Differences Between Wills And Trusts
A legal will is designed to let your intentions be known and usually includes the entire estate. To avoid potential disputes among beneficiaries, a will should be carefully drafted by a Pennsylvania wills attorney. A trust is also an essential estate planning tool that will detail how the estate will be distributed. Through the use of a trust, you have the ability to decide which beneficiaries are to receive certain assets and how these assets will be given. Contact us at 610-933-8069 for help.

Pennsylvania Estate Attorney Talks About Why It's Important For You To Do A Will
Through the knowledge that Mr. Frees provides, clients are able to implement planning strategies from one generation to the next. Mr. Frees takes pride in his strong and lasting relationships with his clients and has worked with some families for three generations. Contact Mr. Frees' assitants at (610) 933-8069 to see if you qualify for a free consultation.

Pennsylvania Estate Planning Attorney Reveals What The Most Important Document Is When Planning Your Will
David M. Frees, III, an experienced Pennsylvania asset protection lawyer, works with individuals who are looking for sophisticated asset protection in Chester County and Montgomery County and in suburban Philadelphia. He limits his practice to Pennsylvania asset protection, estate planning, estate administration, representing executors, tax planning, wills and trusts. Contact Mr. Frees today at (610) 933-8069 for legal advice regarding protecting your assets.

Pennsylvania Lawyer Will Give You Solutions That Are Focused On Achieving What You Want When Planning Your Estate
Through the knowledge that Mr. Frees provides, clients are able to implement planning strategies from one generation to the next. Mr. Frees takes pride in his strong and lasting relationships with his clients and has worked with some families for three generations. Contact Mr. Frees' assitants at (610) 933-8069 to see if you qualify for a free consultation.

Pennsylvania Will and Trust Lawyer Talks About How Often You Need To Update Your Will
Contact David Frees whose practice focuses on estate planning wills, trusts, and asset protection. Call (610) 933-8069 for advice regarding your wealth, estate or assset protection planning. He is a trust and will lawyer who represents thousands of clients in Philadelphia, Chester County, Montgomery County, Delaware County and Lancaster County.

DIY Wills and Estate Planning - Do They Work? Why Short Term Savings Might Be Costly
In this video will, estate, and asset protection lawyer David M. Frees looks into the pros and cons (including cost) of Do It Yourself wills and estate plans such as legal Zoom. Does DIY estate planning work?

Preventing A Will Challenge Through Estate Planning
Attorney David M Frees III reviews the tools that you should use to prevent a successful challenge to your will or estate plan including the interrorum clause that disinherits a challenger.

How and when to use a revocable trust

David M Frees III reviews and expands on tactics to prevent challenges to your will.

Your Attorney needs to document, and understand your intentions.

Making an effective estate plan
David M Frees III talks about the importance of following state law to prevent challenges to your will.

Wills and What if You Don't Have One
Why wills are needed but re often out of date. Pennsylvania is a state that has a simple probate system. This video explains how simple wills work and why everyone needs at least a simple will.

The GRAT and Walton GRAT in Your Estate Plan
In this video Pennsylvania will and trust lawyer David M Frees III explains the basics of the GRAT or Grantor Retained Annuity Trust for Pennsylvania residents. This technique is considered by many lawyers to one of the best techniques to move assets to the next generation without incurring gift taxes.

Executor, Trustees and Probate:

Pennsylvania Estate Planning Lawyer On Resources for Executors
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses the resources you can find on his firm’s website for executors and trustees. The last thing you want is not to do a bad job, miss an important task, or to or expose yourself to personal liability.

If you are an executor, trustee or facing probate, inheritance, or estate taxes, you are going to find a lot of helpful resources on our website, including how much you “can” charge as opposed to how much you “should” charge. We also offer resources that will help you avoid personal liability, though you may not even be aware that you could be personally liable as an executor or trustee.

These resources are going to help you do a good job, avoid that personal liability and help you maintain a good relationship with the family. We hope you enjoy them.

Feel free to call the Pennsylvania estate planning lawyers at Unruh, Burke & Frees for more information. We would be happy to help you and answer your questions for all your estate planning needs.

To learn more about being an effective executor or trustee and to protect you from personal liability, order a copy of our free book, The Ten Most Common Mistakes Executors Make…and How To Avoid Them. http://www.paestateplanners.com/practice_areas/executor-trustees-and-probate.cfm

Should I Be Paid To Be An Executor in Pennsylvania?
http://www.paestateplanners.com If you are an executor in the state of Pennsylvania, you are probably wondering if you should be paid to perform this job and if so, how much? An executor is tasked with carrying out the instructions of a will. This can be very time-consuming and complicated at times. Many executors are entitled to receive a fee for their work but choose to waive it given the circumstances. We recommend that you speak with an experienced trust, will and estate attorney before you decide whether to waive the fee. Pennsylvania is a fee guideline state, meaning your fee must be reasonable and there are maximum fees that an executor might receive, which we have listed on our website http://www.paestateplanners.com. For more information, call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069

Will the State of Pennsylvania Step In When a Relative Passes Away?
http://www.paestateplanners.com If you are the executor of an estate in Pennsylvania, you should understand when the state will step in. In most cases, if you are doing your job properly, the state will not interfere. If you have a will rather than a trust, you have to probate it in order to be appointed as the executor. Luckily, Pennsylvania has a very simple and inexpensive probate system. If all of the members of the family agree with you as the executor, you are able to opt out of most of the probate process and enter into a family settlement agreement. If done properly, the only contact you have with the state of Pennsylvania is when you file your state inheritance tax return. Once you have done that, you will be able to distribute the assets to family according the agreement. For more information, call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for free resources.

Pennsylvania Estate Planning Lawyer Wrote Book for Executors
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses, in this video, a fantastic resource designed to help executors understand the common mistakes that many executors make as well as tips on how to avoid those mistakes. Have you been appointed an executor of an estate? Are you concerned about your liability in the event that you make a mistake as an executor? If so, you should order a copy of our informative free report, The Ten Most Common Mistakes Executors Make…And How To Avoid Them. Not only will this report explain the ten most common mistakes that executors make, it will also help you avoid liability by showing you how to avoid those same pitfalls. It will help you better understand your situation as an executor and prepare you for many of the potential challenges that you are likely to face. If you have concerns or questions about your responsibilities as an executor, you should consider calling one of our conveniently located offices to schedule a time to meet with a Pennsylvania estate planning lawyer. Our team at Unruh, Burke & Frees is experienced in helping executors avoid liability and would be more than willing to meet with you. Call us today. http://www.paestateplanners.com/practice_areas/executor-trustees-and-probate.cfm

Pennsylvania Estate Planning Attorney on Paying Too Much
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this thought provoking video, the risks that beneficiaries face in regards to paying too much to the trust or estate’s executor or trustee for administration services. Perhaps you have been wondering whether you are paying more than you should. Unlike other states that have statutes that set fees for executors and trustees, Pennsylvania provides “reasonable” fees. However, this is not a free for all. Case law provides guidance to these charges. As a matter of fact, there is a set of fee guidelines that have been published in Pennsylvania case law. Contact a Pennsylvania estate planning attorney at Unruh, Burke & Frees if you suspect that an executor or trustee is charging too much. We can even provide you with a copy of the published set of fee guidelines as established by case law and help you understand them. Our team of experienced attorneys can also address any questions that you might have about trusts and estates. We can even help you set up your trust or estate. To find out more about trusts and estates, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/library/what-are-executor-fees-in-pennsylvania-how-much-are-executors-paid.cfm

Pennsylvania Estate Planning Lawyer On Spouses as Trustees
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses the concerns about having a current spouse as the executor or trustee of a will or trust. If you are remarried and wondering who you should choose, consider what the late Senator Ted Kennedy did in regards to his will and trust. Though she is an attorney, Ted Kennedy did not select his current wife as the executor and trustee when he passed away. Instead, he chose a close friend knowing that his wife would have been put in a difficult position of conflict of interest, since there were children from a previous marriage involved. If you are remarried, it may not be necessary or even desirable to have your current spouse be the executor or trustee. Such a conflict of interest could interfere with personal relationships when you are gone. Call a Pennsylvania estate planning lawyer at the law firm of Unruh, Burke & Frees if you have any questions about who should be the executor or trustee. Our team of experienced and knowledgeable lawyers can advise you in making these tough decisions. You can also review Senator Kennedy’s will on our website. To find out more about wills and trusts, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/executor-trustees-and-probate.cfm

Pennsylvania Estate Planning Attorney on Executor Mistakes
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, a power resource on how executors can protect themselves from making mistakes and personal liability. Most executors don’t realize that they can be sued if they make an error. It seems that executors are making the same mistakes over and over. Unfortunately, these mistakes can result in them being sued and held personally liable. Frees interviewed many executors to discover the most common mistakes executors were making and what executors were most afraid of. To help executors, Frees wrote the book, The Ten Most Common Mistakes Executors Make…and How to Avoid Them, to address these questions and fears. At the law firm of Unruh, Turner, Burke & Frees, we help executors from making these mistakes and advise them on how to do the job right. Our law firm focuses on the duties of executors and provide executors the answers they need to avoid problems, lawsuits and personal liability. You can find out more by calling an experienced Pennsylvania estate planning attorney at our office. We have offices located throughout Pennsylvania. To find out more about the common mistakes executors make, order a free copy of the informative book, The Ten Most Common Mistakes Executors Make…and How to Avoid Them. http://www.paestateplanners.com/reports/the-ten-most-common-mistates-executors-makeand-how-to-avoid-them.cfm

Pennsylvania Estate Planning Lawyer Gives Executor Checklist
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses, in this video, your duties in the event someone passes away and names you as the executor. Keep in mind that there is a lot of work to be done. The first action you must take is locate the Will and determine what it says. You will have to identify all the assets and take the necessary steps to protect them. For instance, if there is a home you might need to call a locksmith and have the locks changed. You will need to make sure that the property or any other assets are properly insured. You will also need to identify any debt and expenses attached to the assets, such as property taxes. You need to determine if there are any minors included in the Will and locate the trustee. At the law firm of Unruh, Turner, Burke & Frees, we help individuals understand their duties in the event they are named as executors. We help them do the job right. Our law firm focuses on the duties of executors and help executors avoid problems, lawsuits and personal liability. You can find out more by calling an experienced Pennsylvania estate planning lawyer at our office. We have offices located throughout Pennsylvania. To find out more about the common mistakes executors make, order a free copy of the informative book, The Ten Most Common Mistakes Executors Make…and How to Avoid Them. http://www.paestateplanners.com/reports/the-ten-most-common-mistates-executors-makeand-how-to-avoid-them.cfm

If You Are An Executor Of A Will, Pennsylvania Lawyers Unruh, Turner, Burke and Frees Can Help You Understand Everything You Need To Do
If you have been appointed as an executor or trustee you are now entrusted with a significant responsibility. As the executor or trustee of an estate or trust, there are certain tasks that must be accomplished to ensure that the assets are both managed and distributed properly and according to the law. If you fail to follow these rules, you may be held personally liable to the beneficiaries. Contact us at 610-933-8069 for help.

Pennsylvania Will And Trust Attorney Discusses How The Probate Process Works
David Frees is a partner of Turner, Burke & Frees, P.C. and Chairman of the Wealth Preservation Section of the law firm. With over 23 years of experience, he has been able to help thousands of individuals with estate planning, probate, trusts and estate administration. Contact us at 610-933-8069.

If You Are An Executor Or Trustee, Attorney David Frees' Website Offers You All The Information You Need
David Frees is a graduate of Dickinson College and The University of Pennsylvania Law School. He is an author, speaker and a Pennsylvania will, trust, estate, and probate lawyer with over twenty three years of experience in the areas of estate and trust planning and estate administration. David represents many affluent clients and families in Pennsylvania as well as banks, trust companies, and families and individuals. Visit our website at www.paestateplanners.com or call us at 610-933-8069.

Executor or Trustee in Pennsylvania? Don't Do Anything Until You See This Video on Your Liability Exposure
Can you be held liable for your actions as an executor and/or trustee in Pennsylvania? Yes. It can be a big job. Make sure to limit your exposure and do it well.

The Ten Most Common Mistakes Executors Make & How To Avoid Them
Are you an executor of an estate in Pennsylvania or have you been told that you might be? Do you want to avoid personal liability? Then do not act until you see this video and get the free book: The Ten Most Common Mistakes Executors Make and How To Avoid Them by David M. Frees III, Esquire.

Elder Law Trusts, Contracts, Checklists and Solutions:

Pennsylvania Estate Planning Lawyer On Elder Law
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses, in this insightful video, the information and resources our firm’s website offers concerning elder law.

Elder law covers a broad spectrum of issues. If you are interested in learning more about elder law, it is probably because someone you know is in need of nursing home care. Our website offers important information and resources that you will find beneficial.

Our team at Unruh, Burke & Frees is very knowledgeable in the area of elder law. If you have any questions about elder law and your estate planning needs, please don’t hesitate to call a Pennsylvania estate planning lawyer at our office. We are available to meet with you and answer all of your questions.

You can also check out our firm’s website. We offer a lot of information regarding elder law. We trust that you will find our website very informative.

To find out more about elder law, estate planning and wealth preservation, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/pa-elder-law-solutions-tm-nursing-home-info-solutions-for-families.cfm

Pennsylvania Elder Law Attorney On Nursing Homes
http://www.paestateplanners.com/ Pennsylvania elder law attorney David Frees discusses whether you can keep a loved one from entering a nursing home after arrangements have been made. Many wonder if there is anything that can be done if it appears as if they have waited too long. Do you have a loved one, whether a mother, father, grandparent, aunt or uncle who will be heading to a nursing home? Are you wondering if it’s too late to do anything about it? Fortunately, there are specific types of contracts that can be created to keep your loved ones from going into a nursing home. These contracts allow family members to provide services to keep a loved one out of a nursing home, as well as shift assets legitimately out of an estate and to the heirs. However, there may be tax ramifications by doing so. At the law firm of Unruh, Burke & Frees, we can help you set up one of these contracts to better serve your loved ones as well as the heirs to the estate. Contact an experienced Pennsylvania elder law attorney at one of our offices located throughout the state. To find out more about contracts that can be created to keep your loved ones out of a nursing home and about other asset protection matters, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/pa-elder-law-solutions-tm-nursing-home-info-solutions-for-families.cfm

Common Mistakes in Estate Planning Explained by PA Elder Law Attorney
What is the most common mistake when it comes to estate planning, wills, and trusts? The answer: Waiting too long. You need to start planning early, so you can update your documents when major life changes occur. By the time an unplanned death occurs or a medical emergency forces you or someone you love to incur major medical costs, it could be too late. You don’t want to spend all of your estate on medical bills and nursing home care without leaving anything for your children. We can help you do both, as experts in estate planning, wills, and trusts. If you don’t have a will or trust yet or need to update it because you bought a home or had a child, then please give us a call at 610-933-8069 for more information or to set up an appointment.

Elder Law Explained by Pennsylvania Lawyer
You may have heard the term elder law yet remain unsure of what it means. It covers a variety of topics related to senior citizens. Elder law cases often involve elderly people in need of nursing home care. Such individuals want to protect their legacies and assets, not just for themselves but for their heirs as well. If you are looking for more information on elder law solutions to ensure the protection of your family, then please download our free report at http://www.paelderlawsolutions.com/reports/. Give us a call at 610-933-8069 for more information or to set up an appointment.

Pennsylvania Lawyers Prove Successful in Elder Law Cases
In the area of elder law, the Law Firm of Unruh, Turner, Burke & Frees has had one success story after another. When people plan ahead and work with us to draft wills, we can often protect their homes and assets for their heirs, all while still getting the needed nursing home care for them and their loved ones. This must be done carefully and properly, since the rules are always changing. If you want to help your family, we recommend planning early and updating your will when major life changes occur. If you are looking for more information on elder law solutions to ensure the protection of your family, then please download our free report at http://www.paelderlawsolutions.com/reports/. Give us a call at 610-933-8069 for more information or to set up an appointment.

Ideas and Information That Make Life Better:

Pennsylvania Estate Planning Attorney On Your Lifestyle
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this thought-provoking video, how you can take the necessary steps in protecting your lifestyle.

Many people wonder why our website has a section on lifestyle. The reason is simple. We work with very smart people who have built up a lot of wealth. Many of them are now in a time of their life where they want to enjoy their wealth.

Our website includes great ideas that we would like to pass on to you about how you can take advantage of your wealth.

Your lifestyle may be dependent on, but not limited to, proper estate and tax planning. Our team at Unruh, Burke & Frees can work with you to meet your trust estate and wealth preservation planning needs in order to make sure you have the lifestyle that you have worked so hard to attain.

Feel free to check back on our website from time to time. You will have access to the best thinking from our clients who are really smart and great people. You should also call a Pennsylvania estate planning attorney at our office if you have questions.

You can find out more about how to improve your lifestyle by ordering your free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/david-m-frees-brings-you-ideas-and-information-that-make-life-better.cfm

Family Communications and Dynamics:

David Frees on PBS - Family Communications Skills Part 1
This is a video of David M Frees appearing on PBS to discuss his books: The Language of Parenting: Building Great Family Relationships At All Ages and Einstein's Business which he co-authored with Donald Trump, Stephen Covey, Tom Peters and many others.

Family Communications With Attorney Dave Frees

General:

Pennsylvania Estate Attorney Discusses Help in Other States
http://www.paestateplanners.com/ Pennsylvania estate attorney David Frees discusses how our firm can help you even if you do not live in Pennsylvania or New Jersey. No matter your trust estate planning and wealth preservation needs, you will want to work with an estate planning attorney who is experienced.

If you live outside of Pennsylvania or New Jersey, our team at Unruh, Burke & Frees will not be able to prepare or implement your estate planning documents. However, that doesn’t mean that we cannot help you.

When our team of experienced Pennsylvania estate attorneys helps people from other states with federal estate taxes and other asset protection documents, we will help them locate, hire and assist local counsel to draft and implement their documents.

We can help you find a qualified estate and planning attorney who is licensed and experienced in your state. Call us today and let us help you protect your assets and legacy for you and your family.

Though we may not be the ones who actually draft and implement your documents, you may find our book helpful. Contact us today to order your free copy of, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/estate-and-inheritance-tax-planning.cfm

Pennsylvania Estate Planning Lawyer On Why He’s an Attorney
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses in this video why he became a lawyer. It’s important to know why your lawyer does what he or she does and whether this person is passionate about his or her work.

David Frees describes himself as one of those “oddball” kids who knew from an early age what he wanted to do with his life. He knew that he wanted to do something like being an attorney.

Though he started out as a litigation attorney, he found that doing trust and estate planning with people was a real passion for him. Unlike litigation, which is very adversarial, working with people to find out what they want and delivering those needs is more satisfying to him.

The Pennsylvania estate planning lawyers at Unruh, Burke & Frees is committed to helping you protect your assets and your legacy for you and your children. Let our team of experienced estate planning attorneys help you protect your assets for you and your family. Call us today to schedule a consultation.

You can also learn more about preparing your estate and wealth preservation needs by ordering a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/the-system-for-protecting-your-assets-for-your-self-and-your-heirs.cfm

An Easy and Free Way to Get Important Information about Sophisticated Estate Planning
Dave Frees is an experienced wills, trusts and estate planning lawyer practicing in Pennsylvania. He has compiled 17 videos that answer the most frequently asked questions he has heard over the decades from some of his best and smartest clients.
In addition to that, Dave Frees will answer the "should ask questions". These are the questions that every client should ask but don't know about.

This series of videos is short but packed with the information you need to make informed decisions about estate planning, especially when it comes to your family's properties, businesses and retirement. You access these sophisticated and informative videos just by filling out the form on this page.

In no time, you will be educated on some of the intricacies of estate planning in Pennsylvania. Access to these videos is completely free, simply fill out the form and start watching! If you have questions about estate planning in Pennsylvania, call David M. Frees at the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources and information.

Exclusive Access To Our Informative Video Library about Sophisticated Estate Planning
Thanks for signing up to get more free videos and information from Dave Frees on sophisticated estate planning in Pennsylvania. This information will be invaluable to you as you plan your estate or draft a will or trust. Check your email and you will find that we've sent your first video. You will also find a link to all of the videos if you want to watch all of them right away. Remember, these videos are loaded not only with the most frequently asked questions but the questions that you should ask, but don't know about yet.

We encourage you to contact us if you have more questions. Just give us a call at 610-933-8069 or use the Contact link on any page of our site to get in touch with us. We'll get back to you right away with the answer.

Check out http://www.paestateplanners.com for more free resources and information about estate planning, asset protection, wills and trusts.

Sophisticated Estate Planning Advice From Dave Frees
Thanks for watching our videos. If you've made it this far, you know that you need to be sophisticated when planning your estate. A simple will, trust and durable power of attorney is probably not enough for you. You want to make sure that your children and heirs are protected from divorces and lawsuits, you want to protect your own assets, you want to minimize federal estate taxes. This is what families do that successfully pass on vacation homes, businesses and other assets to their heirs. We want to provide you will all of the information necessary to make an informed, educated decisions about your estate. If you are ready to get started, call David M. Frees
at 610-933-8069 or email him at dfrees@utbf.com to setup your free consultation. In addition to providing the first meeting free of charge, the lawyers at Unruh, Turner, Burke and Frees will give you a flat fee once they understand your needs. Your family deserves to keep the lifestyle that you've worked so hard for so contact us today.

What Circumstances Could Invalidate My Will?
How do I make sure that my wishes get carried out when planning my estate? This is something that clients and law firms alike often overlook. The Law Office of Unruh, Turner, Burke and Frees takes a number of preliminary steps to ensure that your will is executed the way you want it to be. For example, if you bring an heir to an estate planning appointment, the attorney must meet with the planner alone. If not, this could invalidate the whole process later on in a court of law. Another example is if you have been diagnosed with a terminal illness. You want to make sure that your lawyer has documented proof from a doctor that you maintain the cognitive abilities to plan your estate. Other things that can invalidate a will are the influence of drugs and alcohol or pressure from an heir to plan your estate a certain way. A good attorney will be sure that you are in the right state when planning a will and this will be documented thoroughly so that the when it comes time to execute the will, it cannot be challenged. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

How Can I Prevent A Dispute of Will After My Death?
One of the questions we know that families should ask but don't is "How do we transmit the information about our assets to our heirs to ensure they are successful and avoid family disputes?" We frequently encourage our clients to have family meetings to hash out potential controversies before the will is executed. This does mean you have to reveal every detail of your will but if you have a family business or second, you need to plan ahead of time who will be in charge of those assets. If you choose a neutral 3^rd party to handle your will, you should explain this to your children ahead of time. You will want to document the procedures they need to be aware of to successfully handle assets like a home, business or investment. The more information you provide your heirs with, the less likely there will be a dispute or even a challenge of the will in court. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What Life Events Should Prompt Me To Alter My Will?
"Is 10 years too long to wait to update my will?" This is one of the most common questions that we hear at Unruh, Turner, Burke and Frees. The answer is probably yes but more important that updating your will on a regular basis is updating after significant events in your life. Here are just a few examples of events that should prompt you to update your will.
1. You've received an inheritance. This can have a major affect on your own will, depending on how much you have received or what assumptions were made by the creator of the will.
2. You decide to buy life insurance. Life insurance is taxable for federal estate tax purposes unless you take measure to prevent that. You double the value of that life insurance policy if buy it in the right way.
3. There is a change in a marital relationship. Whether you get married or divorced, or one of your heirs gets married or divorced, you may need to alter your gifts accordingly.
4. You move to a different state or country. The law and taxes are different in each state and country. You will almost certainly need to make adjustments if you have planned a sophisticated estate.
5. A change in your health or that of an heir or executor. You may need to hand off the responsibility of executing your will or even planning it in certain circumstances.
You can see there are a number of events that can greatly alter your will and that should prompt you to make an appointment with your estate planning attorney. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

How Much Is A Properly Planned Pennsylvania Estate Worth To You?
Nearly every client that we work with asks us how much it costs. This is an important question but there is a question they should be asking that they don't know about. The question they should ask: "How much is a properly planned estate worth to me?" Like most people, you are willing to invest in something that is fairly certain to being you a return on that initial investment. Your estate is no different. This is why you want to be sure you find a lawyer that specializes in estate planning as opposed to a general practice lawyer. You want a lawyer that is going to put measures in place to prevent challenges when it comes time to execute the will. This step could save tens of thousands of dollars and months of litigation for your heirs. An experienced estate planning lawyer will know how to avoid federal and Pennsylvania estate taxes.

Smart clients will pay more initially to save more later. Consider this carefully as you search for a lawyer and plan your estate. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

Dealing With Complex and Technical Language In A Pennsylvania Trust
You may not be aware that there are many types of trusts and you don't have to limit your estate planning to just one. You can employ different types of trusts to carry out different plans. The language in these trusts is very technical and often complicated. Smart lawyers will use language that has already been tested in court but because of the complexity involved, you need to work closely with your attorney to make sure that when it is executed, the language will not only hold up in a court of law but it will distribute your assets as you wish. Find someone that you feel comfortable talking to and that you can build a rapport with. Your lawyer should be able to explain very complicated and technical language to you in a way that makes sense. If there is any uncertainty, another lawyer should look it over and see if they come to same conclusion. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is a Generation Skipping Trust?
Many of our clients want to protect their grandchildren in addition to their children. There is a tool we can utilize called a "generation skipping trust". What is the purpose of this kind of trust? A generation skipping trust will protect your heirs from things like accidents, lawsuits and divorce. You can employ this measure for as many generations as you would like and they are better know as generation skipping transfer tax exempt trusts and they spread your wealth for many years to come. While this is a desirable result for many families, the heirs will need to keep certain tax and accounting records and file a trust tax return each year. This is a relatively inexpensive insurance mechanism that will still ensure that your assets will be perpetuated for many years. This is a complicated technique that isn't right for everyone. If you have significant wealth, a family business or a vacation home, this is a measure you should definitely consider. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

How Can I Avoid Federal and Pennsylvania Estate Taxes?
One of the questions that most clients will ask their estate planning attorney is, "How can I avoid paying federal and state taxes on my estate?" While this is a valid question, a more important question to consider is whether the techniques you employ are still relevant. There are many ways to save you tax dollars in your estate but remember that federal and state laws are constantly changing, as are your family dynamics, finances and business. Sophisticated estate planning often requires ongoing consultation with a lawyer as your personal circumstances change and as laws change. You should ask your lawyer how they are going to handle this and how much are they going to charge you for it. If you or an heir becomes sick or passes away, if there is a marriage or a divorce in the family, if an executor passes away, you need to update your will. And you need an attorney who is going to allow you to make these changes at a reasonable rate or a flat fee. If it comes to execute your will and there are clauses that are no longer valid, it could cost your heirs thousands of dollars. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

Who Should Have a Copy of My Will or Trust?
Should you give your will to your kids or to your executor? Generally speaking, you should do neither. You have spent many hours and considerable effort planning your estate and you do not want it to read and misinterpreted before its time for it to be executed. Your will may change many times before you pass away and you will only want your heirs to see the final version. So how can you give your loved ones more information about your will without actually giving it to them? We recommend the use of memoranda. These are memos that document where things are, passwords, account information, contact information and advice. You can fill in the blanks of your will while maintaining the privacy of your will until the time is right. We also recommend family meetings to discuss your will without revealing the extent of your assets or the details of your estate. Make sure that your heirs have the tools to carry out your will successfully. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

How Do I Find An Estate Planning, Will and Trust Lawyer?
Many people ask how much it costs to plan a sophisticated will and testament but what they should be asking is "What kind of attorney do I need and how much experience should they have in order for my will to executed the way I want?" Here is a problem that lawyers and clients often encounter. In states like Pennsylvania, all lawyers pass the same bar exam and it is against the code of ethics to say that you are a specialists in estate planning, personal injury or any other type of law. This creates an issue for clients who are seeking lawyers with lots of experience in one particular field. If you have no children, no business and no stock options, you can probably create your will online or with a general practice attorney. If you have children, a business, a vacation home or other real estate or complex investments, you will likely want to work with a lawyer who is has been working in the estate planning field for some time. Planning a sophisticated will is extremely complicated but will produce the results that are most desirable for you. The best way to find the right lawyer for your estate planning needs is to have initial consultations with several of them. Ask them questions about how they bill you, what kind of experience do they have, have they ever been the executor of a will and how they would handle your situation. Also, have they published books on estate planning? Do they provide you with lots of educational information? Your lawyer should want you to be educated on the topic also. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

How Much Does Sophisticated Estate Planning Cost?
When people hear the phrase "sophisticated estate planning", they immediately perceive it be expensive to do. Every consumer should be considering the cost of the service and decide whether or not it is worth it for them. Some lawyers charge on a flat fee basis while others charge on an hourly basis. Every lawyer should provide a free initial consultation where they assess your needs and explain how they charge you. If, for example, a lawyer charges on an hourly basis, how many hours do they estimate your estate planning will take and will they put that number in writing? The cost of your estate planning depends entirely on your needs. Is this planning designed to distribute wealth, protect a child or grandchild from losing their inheritance in a divorce, provide for a special needs child? The cost will vary depending on the level of sophistication needed to accomplish your goals. There is no one answer which is why we recommend that you call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is Sophisticated Estate Planning?
What is the difference between drafting a will and sophisticated estate planning? Sophisticated estate planning is for families who have closely held business interests, vacation homes or other valuable assets. This type of planning is very useful is one child is involved in a family business and another is not or one child uses a family home while others do not. These situations can be very complicated; hence the name sophisticated estate planning. Typical tools like wills and trusts aren't enough to meet the needs of families who in situations like this. You can preserve your assets in the way that you want for the purposes you desire with the right tools and guidance.

If you found this video to helpful, you can sign up for more videos. If you are ready to take action, call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com.

Is Sophisticated Estate Planning Just For The Wealthy?
The attorneys at Unruh, Turner, Burke and Frees are often asked if sophisticated estate planning, meaning methods other than a simple will, are just for the wealthy. Sophisticated estate planning techniques are helpful for any family with a business, an expensive primary home or a vacation home. These families face tricky issues when it comes to distrusting wealth to heirs. There are a number of tools that can be used to keep the family harmony intact and ensure that you can maintain your current lifestyle. For example, a qualified personal residence trust is a tool that we can employ give a property to the next generation of family members while still allowing the current owner access to it. It also freezes the value of the property, so that increases in the value can be passed along to heirs without being taxed. It's a sophisticated technique that a simple wills don't contain but it could prove extremely useful to your family. It's not for everyone so please call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is the Difference Between Revocable and Irrevocable Trusts?
Should you use a revocable family trust when planning your estate? And what tools are successful families using to plan to their estates? The problem with revocable trusts is that your assets are not protected from your creditors and those assets are still subject to inheritance tax. In many cases, those results are highly undesirable. Sophisticated estate planning might use a revocable trusts and will in combination with irrevocable trusts. For example, owning your own life insurance can be subject federal estate tax, currently at 35% but it could go back to 55%. Many sophisticated estate planners own their life insurance under an irrevocable trust. This takes the asset out of their estate making it worth much more than if it were left in the estate. Irrevocable trusts can also be used to move assets to the next generation while still allowing access to the living owners. These are complex techniques and not for everyone. If you have questions about revocable and irrevocable trusts, please call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

Do I Need A Durable Power of Attorney?
How is a power of attorney different for a family that is using a sophisticated method of estate planning versus a family that using simple methods like a trust or will? First, let's review the concept of a power of attorney. If you become incapacitated and have designated a spouse, child or neutral 3^rd party as your power of attorney, the designated party can handle your affairs. Regardless of the type of estate planning you are doing, you should have a power of attorney. Without one, no actions could be taken without going to court and having a judge confirm any actions beforehand. This is a time consuming and difficult process. As part of a durable power of attorney, we can grant authority to the people you designate to move funds, continue to plan your estate and run a family business even while you are incapacitated. This is not a simple form; it is a complicated procedure and it's not right for everyone. If you have a 401k, a traditional or Roth IRA, real estate or a business, you should consider a more sophisticated power of attorney. If you have questions powers of attorney, please call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is a Grantor Retained Annuity Trust?
There is a lot of confusion about GRATs, also known as Grantor Retained Annuity Trusts. Have they been eliminated? Do they still work? Let's start by clarifying what a GRAT actually is. This technique was perfected by Audrey J. Walton and some GRATs and even known as Walton GRATs. Mrs. Walton was widowed and wanted to provide more assets from her late husband's estate to her children. There is a very strict limit on how much she could give away and she wanted to give more than the $10,000 that was allowed at the time. She took some stock and put it in a GRAT. This meant that over a period of years, she would get all of that money back and the family would pay some interest on it. What was the point of this if she wasn't making money on the stock? Mrs. Walton suspected was that the value of this stock would increase dramatically and it turned out she was right. Because it was in a GRAT, her heirs were able to keep all of the increased value and were able to return her investment.

There have been many efforts in Congress to eliminate short term GRATs which last only a few years. No laws have been passed and for the time being, GRATs remain a very effective estate planning technique. This is a sophisticated estate planning method that is used only when there is strong chance that the investment will bring a high return. It's not right for everyone which is why we recommend that you call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is a Qualified Personal Residence Trust?
If you are planning your estate and are considering gifting your house to a child, you should first consider the consequences of this decision. Whether you have simple estate planning needs or more sophisticated needs, you need to be very careful about handling your home in a will because of complications with taxes and family dynamics. Here is an example of a why gifting a house to a child may not be a good idea. If you designate your home to a child while splitting up assets between other children and for some reason burn through those assets while you are still alive, one child will now have gotten a house and the others have gotten nothing. You should also consider that your child will now be responsible for paying taxes on the home whether they are in a financial position to do so or not.

There is a tool called a qualified personal residence trust that allows you to give away a home but continue to live in it for a set period of time. The only downside to this is that at the end of that 5 or 10 years, you will have to rent your own home from your child at fair market value. This can be a powerful technique if used properly. It's not right for everyone which is why we recommend that you call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is a Beneficiary Controlled Trust?
When planning an estate, people often want to know if they can give something away and still protect it. For example, can you give money to a child or grandchild and make sure they don't lose it in a divorce, car accident or some other traumatic event. There is a way to protect money but you can't give the money outright. There are many risks associated with giving someone money outright but many people do it because there is no cost associated with it. One of the alternatives to giving money outright is creating what is called a beneficiary controlled trust. The money is then moved into a trust rather than directly into the hands of the heir. You can make your child the trustee or appoint a trustee to control how much money they receive and when they will receive it. You can also build in flexibility that will allow them to use the money for investments. One downside to this method is that the trustee will need to keep trust accounting records and file a 1041 trust income tax return each year. Many times, the best option is to give some of the money outright and put the rest into a trust. These are the kinds of decisions that are involved in sophisticated estate planning and they are worth it if you want to protect your assets and your heirs. There is no one answer which is why we recommend that you call David M. Frees at 610-933-8069 or email him directly at dfrees@utbf.com to learn more.

What is a durable power of attorney document?
http://www.paestateplanners.com
There are several estate planning documents that you cannot live without. The most obvious, of course, is a will that determines the beneficiaries of your assets as well as when they will receive that money. One document that is extremely important and often overlooked is the Durable Power of Attorney. This document allows you to decide ahead of time who make business decisions, investment decisions, pay taxes, make gifts and many other provisions. If you become temporarily or permanently incapacitated, it is vital that this document is already in place. For example, if you go into a coma, you will want your assets to be worth at least as much as they were before you became ill, if not more. If your condition is permanent, you will want your estate in the hands of someone you trust. Call the Law Office of Unruh, Turner, Burke and Frees at 610-933-8069 or visit http://www.paestateplanners.com for more free resources and information about creating a Durable Power of Attorney Document for your will.

Pennsylvania Estate Planning Attorney On Safety Deposit Boxes
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, the value of having a safety deposit box. Are you wondering what a safety deposit box is and whether you should have one?

A safety deposit box is a box held at your bank which only you or a specific designated person can open. Most banks offer their customers access to safety deposit boxes.

A safety deposit box is good to have because you don’t want to keep important papers and documents lying around the house. They could easily be destroyed in a fire.

We suggest that you keep important documents such as car titles, deeds, wills, trusts, durable power of attorneys and estate planning documents in a safety deposit box. However, it is important that someone knows about your safety deposit box and knows where to find the key.

A Pennsylvania estate planning attorney at Unruh, Burke & Frees can advise you on what documents you should keep in a safety deposit box and the laws that govern access to your safety deposit box in the event that you pass away. We can even work with you to prepare all of your trust estate and wealth preservation planning needs.

To find out more about safety deposit boxes and about preparing your estate and wealth preservation needs, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/

Pennsylvania Estate Planning Lawyer On His Experience
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses his experience and why he became an attorney.

According to Frees, if he was hiring an attorney, he would be interested in knowing that attorney’s experience. It’s a great question to consider and one that you should ask.

When Frees was in college, he worked for the District Attorney’s office. However, when he went to the University of Pennsylvania Law School he studied trust and estate planning. As a matter of fact, Frees read and studied anything he could find dealing with taxation, trusts, estates and real estate. He began to grow a passion for this field.

When he got out of law school he spent a year or two doing litigation work for some significant clients. Frees ended up coming back to trust and estate planning.

Frees loves counseling and working with people and families. He has been doing trust and estate planning and administration for over 23 years.

Our experienced team at Unruh, Burke & Frees would like to work with you. We can help you in preparing your will and trust and advise you on all your wealth preservation needs. Contact a Pennsylvania estate planning lawyer at our office to learn more.

We have also put together an informative guide which you can order for free, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.utbf.com/lwyr_hm.html?l=14

Pennsylvania Estate Planning Attorney on a Lawyer’s Role
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses the various roles attorneys play in society, along with what obligations come with the job.

Unlike many businesses, lawyers are professionals. We owe a certain responsibility to you, as our client. Though, it is sometimes difficult to meet those responsibilities, our job is to find out what you want and to meet your needs.

Lawyers perform a very important function in society. For instance, if you are accused of a crime, a criminal defense attorney will be your advocate. His or her job is to present the facts in the best possible way for you.

It is the same with our team at Unruh, Burke & Frees. When you are ready to do your estate planning, a Pennsylvania estate planning attorney will be your advocate to ensure that your family and the people you want to receive your assets get them when you no longer need them.

To find out more about how we can help you with your estate planning needs, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/video/pa-attorney-explains-role-of-a-trust-and-estate-lawyer.cfm

Pennsylvania Estate Planning Attorney On Communication
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, the importance of good communication skills in order to avoid disputes between generations and families. If you would like to know how to communicate better, avoid disputes between generations and to pass on your legacy, not only of wealth but knowledge, then you need to order our book, The Language of Parenting – Building Great Family Relationships at all Ages. This book is a communication skills bible for parents and grandparents to help them communicate with their children and grandchildren. This book has been especially valuable for those who have family businesses. However, anyone can benefit from ordering this book. The team at Unruh, Burke & Frees can help you with all of your estate planning needs. Call a Pennsylvania estate planning attorney today to schedule a time to meet with one of our experienced attorneys who can help you setup your will and/or trust. If you are looking to prepare a will and/or trust, you may also want to order a free copy of our guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/the-system-for-protecting-your-assets-for-your-self-and-your-heirs.cfm

Pennsylvania Estate Planning Attorney On Green Initiative
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this motivating video, the various ways his office is going green. Our office recognizes that we are leaving a potentially bad carbon footprint. You would be shocked to realize how many times we go through drafts of documents such as wills, trusts, power of attorneys, etc., to ensure they are done right. This can require hundreds and hundreds of pieces of paper. In addition, our use of computers, technology and electricity to maintain our offices requires a lot of energy. That is why we have made the decision to not only rely on our recycling efforts, but to systematically go through our offices and identify ways we can positively change how we run our firm and to become more environmentally friendly. In fact, at the law firm of Unruh, Burke & Frees, we have an ongoing contest. You could win a prize if you have a suggestion on how we can become more cost effective and green. We know it matters to you. Also, if you have estate planning needs, you should call a Pennsylvania estate planning attorney at Unruh, Burke & Frees to learn how we can help you protect your assets and legacy. To find out more about preparing your estate and wealth preservation needs, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/

Pennsylvania Estate Planning Attorney on Hiring an Attorney
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees explains, in this video, the advantages of hiring an attorney to help you create your will and/or trust versus using an online service, such as LegalZoom, or a specialized software program. You may be wondering when it’s appropriate to hire counsel. The issue with using services, such as LegalZoom, or software or fill-in the blank legal documents to create your will and/or trust is that they are often times not well suited for a particular state's laws. Even if they are, they frequently don’t show you how to title your assets, set the assets up, move assets into a trust and determine whose name they should be in. As you can see, a Pennsylvania estate planning attorney can play an important role in protecting your assets. Since states can be very particular about how your documents get executed, an experienced attorney can take the appropriate steps to ensure your documents are valid. Our team at Unruh, Burke & Frees is experienced in creating wills and trusts. We are available to meet with you to answer all your questions about how you can protect your assets and your heirs. You can also order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/wills-and-trusts.cfm

Pennsylvania Estate Planning Attorney on Hot Opportunities
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses the hottest estate planning opportunities. It’s time to take advantage of the economy and recent changes in the law. There are two opportunities that you might not be familiar with, but should consider. They include Qualified Personal Residents Trusts and the Grantor Retained Annuity Trust or GRAT. A Qualified Personal Residents Trust allows you to take your primary residence and your vacation home and transfer them to your heirs at lower than market value. You get to live in the properties for a specified period of time. As long as you live beyond that timeframe, your heirs get those assets at a very low value. If the property goes up, they save a lot of tax. A GRAT allows you to give stock, real estate or other assets that you think will increase in value away. You get to have your cake and eat it too because after each year of your GRAT term you get it back. At the law firm of Unruh, Burke & Frees, we have Pennsylvania estate planning attorneys who can help you understand these hot opportunities. Our team of experienced and knowledgeable lawyers can help you take advantage of these powerful tools that the current economic conditions have made available. To find out more about preparing your estate planning, order your free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/estate-and-inheritance-tax-planning.cfm

Pennsylvania Estate Planning Attorney Discusses Gift Giving
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses the subject of end of the year gift giving and how it relates to tax implications. As the end of the year approaches, you might be wondering when those gifts have to be made and how much you can gift without being taxed. If you are considering giving a gift to a loved one, make sure that the recipient cashes the check in this calendar year. If they fail to do so, you will lose the annual gift tax exemption for the year. In 2010, the IRS allowed you to gift up to $13,000 per person. If you are married, you and your spouse are each permitted to gift the same person $13,000 or $26,000 total without being subject to taxes. The IRS also allows for an annual adjustment due to inflation. You should check back with us every year to see if that gift amount has changed. At the law firm of Unruh, Burke & Frees, our team of experienced and knowledgeable Pennsylvania estate planning attorneys can help you understand the details concerning end of the year gift giving as well as all of your estate planning needs. Call our team today to learn how we can help you. To learn more about end of the year gift giving and other estate planning needs, you can order a free copy of our informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/blog/estate-planning-gifts-and-the-end-of-the-year-beware-of-a-common-and-horrible-mistake.cfm

Pennsylvania Estate Planning Attorney On Firm’s Technology
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this informative video, the benefits of using technology to help keep your costs down. Like many people, you might think that a general practice lawyer will cost less to prepare a will and trust. This assumption couldn’t be farther from the truth. In many instances, you will be paying a lawyer for every minute he or she spends preparing your trust or estate. The technology used at the law firm of Unruh, Burke & Frees reduces the time necessary to prepare and administer your estate and keeps your costs down. Unruh, Burke & Frees invests a lot of time, money and energy into technology, such as very advanced software programs, to help prepare your inheritance tax returns and track the information needed to prepare your federal and state tax returns. The software is also used to train our assistants and paralegals so they can better serve you. At the law firm of Unruh, Burke & Frees, we will utilize our technology to help you with asset protection and to keep your costs low. Contact an experienced Pennsylvania estate planning attorney at one of our offices located throughout the state. To find out more about how we can help you with your asset protection and estate needs, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/practice_areas/wills-and-trusts.cfm

Pennsylvania Estate Planning Attorney On Life Insurance
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees discusses, in this powerful video, two important strategies concerning irrevocable life insurance trusts (ILIT). The last thing you want is not to have enough life insurance for your heirs and for their inheritance not to be properly protected. Many people wonder how much life insurance they should have. There is no one way to determine the amount you will need, but you must consider how much you make and what the needs of your heirs will be. For instance, if you make $150,000 per year, you might need millions of dollars to offset the needs of your heirs, especially if your children are planning on going to college. The two most important factors that you need to consider when purchasing life insurance is making sure you buy the right amount and protecting your heirs by setting up an irrevocable life insurance trust. In effect, a well-designed ILIT can double the value for your children and your heirs. At the law firm of Unruh, Burke & Frees, we can help you set up an irrevocable life insurance trust and protect your family. Contact an experienced Pennsylvania estate planning attorney at one of our offices located throughout Pennsylvania. To find out more about protecting your inheritance, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/library/the-importance-of-revocable-and-irrevocable-trusts-in-pennsylvania.cfm

Pennsylvania Estate Planning Attorney Discusses Locations
http://www.paestateplanners.com/ Pennsylvania estate planning attorney David Frees, who is the current Chairman of the Trust, Estates, and Wealth Preservation Section of the firm Unruh, Turner, Burke and Frees, discusses the convenience of their offices, as well as areas served throughout the southeast Pennsylvania area. Whether you have questions about death taxes, what happens to an inheritance after an heir gets a divorce or looking for answers about how to protect your assets, the law firm of Unruh, Burke & Frees has three convenient locations in Malvern, West Chester and Phoenixville to serve you. We currently have clients throughout the entire state of Pennsylvania and would love to meet with you. No matter your needs, whether it’s in the areas of estate and trust planning and estate administration, our offices are convenient for residents who live in Chester County, Montgomery County, Bucks County, Philadelphia, Delaware County, Lancaster County and Berks County. We are easily accessible and are right here for you. At the law firm of Unruh, Burke & Frees, we can help answer all your wealth protection questions. You can find out more by contacting one of our Pennsylvania estate planning attorneys. To find out more about protecting your inheritance, you can order a free copy of the informative guide, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works. http://www.paestateplanners.com/aboutus.cfm

Pennsylvania Estate Planning Lawyer Understands What You Need
http://www.paestateplanners.com/ Pennsylvania estate planning lawyer David Frees discusses, in this video, what sets Unruh, Turner, Burke & Frees apart from other legal firms in Pennsylvania. Our firm’s philosophy is to be client-centered. We understand that we can’t make every client happy all of the time, but we are constantly getting feedback from our clients to determine what matters most to you. We understand that there are simple things that matter to you, such as following up with you to confirm that you have received documents we sent and making sure you know where to put those documents. If you are working on your estate plan, have been named as an executor or are putting together a Will, we want to make sure that you have the opportunity to meet with us regularly to ensure the job is done right. When the time comes that you need a lawyer, you need someone who is focused on what you need. Our law firm focuses on estate planning, trusts and estate administration, with an emphasis on asset protection trusts. You can find out more by calling an experienced Pennsylvania estate planning lawyer at one of our offices. To find out more about hiring the right attorney, order a copy of the free report, Why Searching For “The Best” Will or Estate Lawyer Might Not Work and How To Find The Right Will, Trust, Estate or Probate Attorney. http://www.paestateplanners.com/reports/finding-the-best-trust-lawyer-or-estate-planning-attorney-and-why-to-beware-of-the-best.cfm

Attorney Dave Frees Focuses on Estate Planning, Elder Law, and Asset Protection
David M. Frees, III is Chairman of the Trust, Estates, and Wealth Preservation section of Unruh, Turner, Burke Frees. He represents clients all over Pennsylvania and the United States who are doing trust, estate, asset protection, and elder law planning. Located in Phoenixville, PA, David Frees is a sought-after lawyer, speaker, and author. He has been practicing law for several decades, successfully protecting liability, avoiding unnecessary taxes, and planning proper estates. If you don’t have a will or trust yet or need to update it because you bought a home or had a child, then please give us a call at 610-933-8069 for more information or to set up an appointment.

Attorney Offers Book On What You Don't Know About Pennsylvania Insurance and How It Can Hurt You
David M. Frees III is not just your lawyer. He is a speaker, author, and according to Elite books, one of the fifty most influential thinkers about business today. David has been traveling the globe for business and personal pleasure alone, with his wife, and with his family since he was very young. Now David brings you ideas and information to help to make your travel, your health, your business and personal life even better. Contact us at 610-933-8069.

Estate Planning Lawyer Offers Book On The Ten Most Common Mistakes Executors Make In Pennsylvania
Have you been named as the executor of an estate? Before you act, do you know the ten most common mistakes Pennsylvania executors make and how to avoid them? Do you know that you can be held personally laible for certain mistakes? Are you redoing your will? Thinking about who to name as your executor? This report is a must. Contact us at 610-933-8069 to get your copy.

Pennsylvania Attorney Offers The Tools And Information You Need To Plan Your Estate Through His Report On Enhanced Estate Planning
If you want to: Protect Your Children and Grandchildren from Divorce or Lawsuits? Minimize Fees Costs and Taxes? Make Sure That Your Wishes Get Carried Out Without Friction? Protect A Spouse and Heirs from remarriage or other risks of loss? Then make sure that you order this report. Contact us at 610-933-8069.

Asset Protection Lawyer Offers Free Book On Pennsylvania Insurance Law
David M. Frees, III, is an experienced Pennsylvania will and trust attorney. His practice focuses on estate planning, trusts and estate administration with an emphasis on assset protection trusts and the process of passing on a family's values, and knowledge about finances, investment, business, education, and other topics of importance to your family. His practice also focuses on the preparation of estate plans and asset protection planning that often use wills, trusts, powers of attorney, and medical powers and directives. Contact him at 610-933-8069.

Pennsylvania Estate Planning Lawyer Bills On A Flat Fee Basis So There Are No Surprises
Through the knowledge that Mr. Frees provides, clients are able to implement planning strategies from one generation to the next. Mr. Frees takes pride in his strong and lasting relationships with his clients and has worked with some families for three generations. Contact Mr. Frees' assitants at (610) 933-8069 to see if you qualify for a free consultation.

Estates and Trusts Attorney Can Help You Understand What Makes Up Your Estate In Pennsylvania
Contact David Frees whose practice focuses on estate planning wills, trusts, and asset protection (610) 933-8069 for advice regarding your wealth, estate or assset protection planning. He is a trust and will lawyer who represents thousands of clients.

Pennsylvania Attorney Promises You Will Know Exactly What You Will Be Charged In Advance In Planning Your Will Or Trust
Estate planning for families, executives, and business owners. A proven and effective system for preserving family wealth, assets, and your family values and business, investing and other knowledge that might be lost. This system also avoids family disputes and focuses on the traditional goals of wealth preservation and tax savings as well as asset protection and protecting heirs from law suits and divorce. Contact us at 610-933-8069.

End Of Year Estate Planning Mistakes To Avoid and What You Should Do Now
Gifting, estate planning, and asset protection check list for the end of the year. Gifitng mistakes to avoid and what to do before 2010.

Preventing Challenges To Your Will - The Interrorum Clause
In this brief video, David M. Frees III reviews a simple but higly effective clause that you should consider for your will. This clause can prevent or deter challenges to your will or estate plan.

Estate Planning Is More Than Just Your Will - Learn How To Enhance Your Business and Communications Skills
This appearance by David focuses on communications skills for businesses ( and marketing for family businesses and executives) but the other guests cover investing and other estate planning information

David M. Frees III, Esquire has been named as the Main Line Today Magazine Top Lawyer in the Trusts and Estate area. He has also been awarded the title of Pennsylvania Super Lawyer in Philadelphia Magazine.

David Frees focuses his practice in the areas of trust and estate planning, probate, asset protection and related topics. David's firm also has an Elder Law section providing services to families and individuals trying to protect assets from nursing home expenditures and the issues facing the elderly.

David can be reached at 610-933-8069 for a personal or telephone consultation to update a will, trust, or comprehensive estate plan. He always quotes a flat fee for such estate planning services and you will recieve a complimentary consultation by mentioning this blog.

dfrees@utbf.com

Note: There are no recognized specialties under Pennsylvania law. Furthermore, while David has been named as a Top Lawyer and Super Lawyer, these titles are not recognized under Pennsylvania law. However, David does emphasize trusts, estate, and related topics in his practice.

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Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
Regular Business Hours
Get Directions

Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
By Appointment
Get Directions

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

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