David M. Frees, III Phone: 610-933-8069
120 Gay St, Phoenixville, PA 19460
Douglas L. Kaune

Archive for March, 2009

No More Federal Estate or “Death” Taxes! Who said this on the View?

Sunday, March 8th, 2009

OK. This is not a completely serious blog entry. But wait. Federal estate taxes and death taxes are a serious topic. Have you ever wondered why your family has to pay a death tax? Have you ever thought that the federal estate tax seems unfair or that you have already paid taxes many times already and wondered why they get taxed again at death?

Well, I was surprised to see that Whoopie Goldberg might agree with you. Take a moment and watch this brief discussion on abolishing the federal estate and all death taxes.

Just click this link to my Pennsylvania Estate Planners Blog ( a rich source of ideas, information, tips, and more for Pennsylvania residents who are either planning their estates, doing asset protection planning, or who are executors and trustees for others) and watch Whoopie on the View talking about death tax abolition.

For more ideas, information, strategies and tactics on estate planning, death taxes, asset protection, and estate administration for Pennsylvania residents you can also follow me on Twitter. Just click here to follow David M. Frees III on Twitter.

David M Frees III, Esquire
David is rated “Superb!” on the lawyer rating and information service AVVO.

Share and Enjoy

Family Get Togethers and Business Meetings Are Part of Leaving a Great Legacy and Building A Great Life and A Great Estate Plan

Sunday, March 1st, 2009

How meeting software and calendar coordinating web sites make your life a little better, your relationships stronger, and your estate and asset planning more effective.

Have you found that the pace of your life or your business is so hectic that even getting together with family, friends, and for business is getting harder and harder? And when we fail to get together life is less rich. We have fewer opportunities to do business, build trust, and teach the next generation what they need to know to survive and to thrive.

The experts keep telling us how lucky we are that we can communicated electronically, and by computer and that these tools allow us to communicate more conveniently and more often. True, an email to or from a child, grandchild, business partner, prospect, or old friend is better than not connecting at all. But, great family relationships and great businesses are founded on that good old fashioned get together were we can see one another, talk, and when appropriate, give a hug (this has been outlawed in many states).

As for the electronic communications, even finding a time when everyone is available for a conference call, a group web meeting, or a webinar can also be daunting.

Well I’ve recently done some research to help you to make that process a little easier. If you don’t use an electronic or web based calendar then I encourage you to do this the old fashioned way. Pick up the phone and call a loved one, friend, or family member that you have been missing. Have a chat, set up a time to meet and do it.

But if you or the people that you might want to meet with use electronic calendars on Mac or PCs, then you’ll want to read more in the article I just published. This lists a number of simple free and easy to use websites that allow you to find that perfect date when everyone can be there. So, whether you want to coordinate a family reunion, anniversary party, poker night, conference call, staff meeting, or sales call just click here to read more about meeting and calendar coordinating web sites.

Want to know more about family communications skills? Learn about the skills that great communicators use to influence and communicate with their children and grandchildren. David Frees has been called the Grand Master of family communications skills by Steven Forbes, Editor-In-Chief of Forbes Magazine. Click here for the book. or visit Amazon.com to get the book.

David M Frees III, Esquire
David Frees is a Pennsylvania attorney whose practice focuses on inheritance and estate tax planning, asset protection planning, and representing estates and executors throughout Pennsylvania and with offices in Malvern, West Chester, and Phoenixville

Share and Enjoy