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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Do You Want A More Profitable Elder Law, Trusts, Estates, Estate planning and/or Asset Protection Practice? Read this offer from Two Top Legal Marketers Dave Frees Esquire and Ben Glass esquireSpecific plans, tools, tactics, strategies, and systems used by some of the country's top legal marketers and how to apply them to a trust, estate, estate planing and asset protection or elder law practice from legal marketing gurus Dave Frees and Ben Glass.
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If Your Assets Include A Wine Collection, It May Not Be Protected. Learn The Secrets to Liquid Asset Protection For Your Wine Collection Including Insuring, Protecting and Passing on This Valuable Asset.Information for wine collectors interested in properly insuring, protecting, and passing on their valuable wine collection. Asset protection for wine collections that may not be protected yet and how to deal with a wine collection in your will or trust.
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Get This Quick Checklist to Protect Yourself and To End The Year The Right WayA quick review of gifting rules, and reminders about the end of year essentials for any good estate plan and asset protection planning.
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Asset Protection Trusts and The Federal Estate Tax - Important News. If you have or want an asset protection trust...This is a private letter ruling from the IRS on the important question of whether or not domestic asset protection trusts are included and taxed for federal estate tax purposes under the Internal Revue Code.
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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.
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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?
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Estate Planning End of Year Check ListThis 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.
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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.
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Senator Edward Kennedy's Will - ProbatedThis is Senator Edward Kennedy's will as offered for probate. It contains som interesting lessons and information.
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David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your FamilyDavid 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.
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David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your FamilyDavid 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.
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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.
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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.
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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.
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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.
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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 executorThis 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.
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Why You Need To Get Your Head Out of The Sand and Do Things DifferentlyThe 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.
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Probate BlunderA 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?
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Picking The Best Estate and Will Lawyer for Your Specific NeedsSuggestions 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.
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Get Federal Tax Credits for Thinking GreenThis 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!