It is important to periodically review your estate plan. The current economic climate being uncertian and the Obama Administration's priority to change the estate tax make now a good time to review your estate plan. There are six things to consider while reviewing your estate plan: Formula Clauses/ In Your Will Or Trust, Bypass Trusts, State vs. Federal Estate Tax, GRATs, Family Limited Partnerships, and Beneficiary Designation Forms. This article explains these six impotant things t consider while reviewing your estate plan. Click here to read the full article.
Attorney David M. Frees III whose practice involves trusts, estates, wills, and estate and asset protection planning, has just published a new (and free) guide for executors of wills probated in Pennsylvania.
If you are an executor, or if you need to update an old will, trust, or estate plan, or if you need to do one for the first time, call 610-933-8069 and ask for one of David's assistants for an appointment with David or one of his team.
Please tell us that you're calling from our estate planners web site and you will receive a bonus when you come for an appointment or you have a telephone conference with David.