Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible.
To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.
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We try to present many points of view on issues important to our clients. This article by the Heritage Foundation advocates 7 Reasons for Repeal. Reasons to repeal the federal estate tax or or "death tax," depending on your view. -
Jump In or Go Slow - What is the best strategy for entering the market? This excellent document prepared by Bernstein, analysis the age old question facing investors in a down market or anyone who has wealth waiting to be invested. Does dollar cost averaging or all in represent the best policy for building long term wealth? -
Estate Planning End of Year Check List This great checklist walks you through a number of important decisions, steps, and tasks for the end of any year to make sure that your estate and financial planning are up to date, and valid. -
A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away. This end of year checklist will help you to painlessly make sure that your wills and trusts are up to date, and that you're doing what you need to do to put your affairs in order. It includes gifting, some tax planning, and ways to verify that your plan will work. -
Senator Edward Kennedy's Will - Probated This is Senator Edward Kennedy's will as offered for probate. It contains som interesting lessons and information. -
David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors. -
David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors. -
If you want the convenience of a lawyer located in Phoenixville Pennsylvania who limits his practice to wills, trusts, estate planning and asset protection planning, then this is an important article. If you are trying to find an experienced lawyer practicing in the areas of wills, estates, and trusts, asset protection, and elder law in the Phoenixville Area with a high AVVO rating then this article will help. -
Are You Looking for a Lawyer Experienced in the Areas of Trust and Estate Planning for a Will, Trust, Estate Plan, Power of Attorney or other Estate Planning Documents such as GRATs, or Qualified Personal Residence Trusts and Located In West Chester? Information for searching for and selecting a trust, estate, elder law and asset protection lawyer located in West Chester Pennsylvania including links to the AVVO search engine and Attorneys such as David M. Frees III, Esquire (Rated 9.5 Superb), Kevin Holleran, Louis Teti and others. -
Are you looking for a lawyer experienced in the areas of trust and estate planning for a will, trust, estate plan, power of attorney or other estate planning documents such as GRATs, or Qualified Personal Residence Trusts and Located Conveniently in Malvern? Information for searching for and selecting a trust, estate, elder law and asset protection lawyer located in West Chester Pennsylvania including links to the AVVO search engine and Attorneys such as David M. Frees III, Esquire (Rated 9.5 Superb), Kevin Holleran, Louis Teti and others. -
In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list. Do you need a quick review of the steps that just about anyone needs to take to protect their family? This is a quick review of the estate planning steps you need to review. -
Worried that you have kids - older or just born but haven't done your will or updated it? Want a reminder of what you need to do right now? Feel better. Just download this easy reminder list on what and how you name a guardian, update your will, pick an executor This check list lets you know and reminds you of what to do to do a will or to update your will, trust, or estate plan. This is especially important when you have children. Copy it, print it, and follow the list to protect your kids. -
Why You Need To Get Your Head Out of The Sand and Do Things Differently The old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy. -
Probate Blunder A person died and only a copy of the original will was found. Can the copy be submmited to probate court and what does it mean? -
Picking The Best Estate and Will Lawyer for Your Specific Needs Suggestions for selecting the best will, probate, or asset protection lawyer in Chester and Montgomery County for your particular needs. David M Frees III, Esquire has offices in Malvern, Phoenixville and West Chester Pennsylvania and practices in the areas of Trust and Estate Planning, Asset Protection Planning and in representing executors and trustees in Pennsylvania and specifically in Chester County, Montgomery County, Philadelphia, Berk and Bucks Counties. -
Get Federal Tax Credits for Thinking Green This article explains the new federal tax credits that have been put in place to reward homeowners for adding energy- efficient home products. Energy-efficient home products include replacing storm windows, adding insulation, replacing a heating system, and adding central air. If you are thinking about improvements for your home or a home you are building look into these tax credits and see if you can save money and make your home and the world a little more energy efficient! -
Early news on the Obama Administration's new plan to tax the rich This US News and World Reports' Article covers recently released on proposed changes to the income tax laws and how they will impact those earning $235,000.00 and above. There is a proposed new rate of 39.6% -
Get Grandma The Right Advisor To Avoid Trust Mill and Sales Scams Many elderly people are falling victims to trust mills and trust "salesmen" posing as "certified trust advisers" and selling form trusts and expensive products to the elderly either at seminars or in their homes. Some states, including PA have moved to sue these fraudulent players to protect the elderly. -
Foward Think And Asset Protection Planning Can Work The San Fransisco Bay Guardian speaks it's mind and finds the asset protection planning of another liberal newspaper to be anathema but effective. The lesson? Do the planning right and in advance of when you need it and it might work so well that it makes newspaper editorial witers angry while you get to keep your assets. -
Six Important Things To Review In Your Estate Plan The economic climate today is uncertain and the Obama administration's changes to the estate tax make it a good time to review your estate plan. This article explains in depth six things to consider while reviewing your estate plan such as Formula Clauses/ In Your Will Or Trust, A GRAT, and Family Limited Partnerships.