You may be hearing about the many unique planning opportunities due to historically low interest rates and depressed stock, business and real estate values. And, there are some truly awesome and powerful planning opportunities to move large and small family fortunes to the enxt generation. However, this article examines the other factors and dangers that you must consider as you move forward with these opportunities to protect yourself. To read more on the hidden opportunities and estate planning dangers click here.
David M. Frees III Chairs the Trusts, Estates and Wealth Preservation Section
of Unruh, Turner, Burke and Frees
The firm has offices in West Chester, Malvern, and Phoenixville and serves
Chester County, Montgomery County, Deleware, Lancaster, and Philadelphia counties
as well as individuals throughout Pennsylvania with Trusts, estate planning, estate administration and asset