Great Overview of The Estate Tax Situation and Recommendations by CBS and The WSJ
Should I update my estate plan, will or trust?
Do I need a new power of attorney?
I have over 3.5 million dollars how does the affect me?
I have under 1.0 million dollars. What now?
To Roth or not to Roth?
What is happening to the estate tax?
What if I leave the old formula will in place is my spouse disinherited?
If you need more information on any or all of these click here to read this great review of the current situation by CBS.
Here is the WSJ Smart Money Article. Click here to read more.
David M. Frees III
Attorney David Frees is available at 610-933-8069
For an appointment to update your estate planning, or for consultation regarding
duties as an executor or trustee, please call Donna, Denise, or Beth at 610-933-8069.
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