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Do you have a question about a vacation home, protecting your kids inheritance from divorce, when to use a trust or will, how a power of attorney works, how to avoid being sued as an executor, or even how to solve estate and family disputes without going to court? These short videos answer your questions

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.