Wealth Preservation, Trusts and Estates

Do you want to be invited to any of our upcoming
executor, trustee, and/or estate planning social and
educational events?

Getting The Invite Is Easy

Here’s How

Each year David Frees and
Douglas Kaune sponsor
a series of events for the
readers of our articles and
for our clients to say thank you.

We appreciate your kindness
in selecting us as your attorneys and for allowing us
to represent your families’ estates and to help in
preparing estate plans to protect you and your heirs.

We also appreciate all of the referrals your friends,
co-workers, professional colleagues, and family members.

And, we know from your questions, that you and many of the
people that you refer need more information about certain
similar topics.

So we have a few up coming events based on your questions
and comments and we’d like to know more so that our winter
and spring events can be customized to your needs.

Upcoming Events:

How Do Estate Auctions Work? – Selling The Family Heirlooms
That Aren’t Really Heirlooms.

Many clients have asked about how
estate auctions really work.

And, over the years we have noticed,
that many families have collected
furniture, art, and other things which,
while holding great financial value,
are not always high in sentimental value.

So, when heirs and executors have distributed the antiques, art
and other personal effects, there are often vary valuable articles
to be sold or liquidated.  And, high end auction houses are
one way to maximize value to the heirs and to protect an executor
from liability.

For that reason, we have arranged, through our connections
at one of America’s oldest auction houses, to host a preview
party for our clients who are interested in how high end estate auctions
really work.

If you’re interested in this topic, in attending the event, or in more
information on estate auctions, please leave a comment below of
email me at dfrees@utbf.com and mention estate auctions in the
subject line. You can also call 610-933-8069 and asked to be
added to the invitation list for the auction event.

Once you’re on the list you’ll be sure to get an invitation.  If you
cannot attend we’ll also be sure to send you additional information
after the event.

Other Possible Events:

1) SeptemberFest – A beer tasting event at the home
of David and Robin Frees.

Last year’s wine tasting event was a huge hit with all who attended.

Every guest received a number of Napa Valley wines to try
and the Frees family hosted an awesome dinner of fish, steaks, and salads.

This year, the SeptemberFest Beer event was canceled due to
the Frees’ Jack Russells who tangled with a rabid
raccoon and the resulting 90 day “quarantine” at the Frees house.

The Frees Hounds befoer the rabid racoon arrived

But, next year we plan a September Beer
Event with a local brew master who will
lecture while you taste.

If you’re interested in this purely social
event – no legal lectures -then leave a
comment below, call Lisa at 610-933-8069
or email David at dfrees@utbf.com to
be added to the list.

Vote for Your Choice:

In addition to the two above, we’re also considering the following
events.  Call, email, or comment below to cast your vote and
to be added to the invitation list.

2) The Estate Tax Law and 2012 -What Happens Now That
Everything You Know About Estate Planning
Might Be Wrong?

This will be a wine and cheese or lunch and learn to
deal with the pending changes at the end of 2012.

3) Free 20 Minute Will Reviews

Hard to imagine lawyers giving away free advice but it’s
true for a limited time and for a limited number of clients.

Throughout the year we sponsor will
review days.

Not sure if your will, trust, or power
of attorney
are still good?

Has a long time passed since
your last update?

You might be fine or you might need an update.  These short
appointments are free.  Call 610-933-8069 to get on the list.

Have another Suggested Event?

There are 3  ways to let us know and to
get on the guest list for any event suggested
and that we decide to host:

1) Leave a comment below,

2) Call 610-933-8069 and ask for Lisa
or

3) E mail David Frees at dfrees@utbf.com with any
question or event suggestions.

We’ll make sure to add you to
the invitation list for any and all of our
events that you want to suggest and/or attend.

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Smoking In Your Shower? And Other Silly Marcellus Shale Stories

Is Former Pennsylvania Governor Tom Ridge under gas industry control or is he looking out for Pennsylvania’s citizens? Is it both? Governor Ridge appeared a few nights ago on the Comedy Central news program The Colbert Report to discuss concerns about “fracking” in Pennsylvania.

Read this article and watch the video on Pennsylvania’s Marcellus Shale and Governor Ridge’s views.

http://www.politicspa.com/“don’t-smoke-in-your-shower”-ridge-jokes-on-colbert-with-video/25222/

For more serious information on Marcellus Shale:

Click here for  Marcellus Shale News and Resources

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* To find out about this free program for our clients read our article Have You Ever Lost Your Keys?

* To simplify your life join our Lost Keys Program today.

* If you are a client or have an appointment with us ask about our Lost Keys Program, it is simple and FREE

David M. Frees III

dfrees@utbf.com

Douglas L. Kaune

dkaune@utbf.com

610-933-8069

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Property Tax Appeals Can Lower Taxes of Over Valued Homes and
Commercial Real Estate.

Property Tax Appeals Neeed To Be Filed Soon

In this environment, many of our
clients in Delaware, Chester, and
Montgomery Counties believe that
their homes are now overvalued
for real estate tax purposes.

If you feel that you’re being taxed on
a value that’s simply too high
in today’s market you might be
wondering if such a property tax
appeal is right for you and what the
pros and cons of such an appeal might be.

However, you probably don’t want to pay someone to find out the answers
to those questions.  And you should know that……

…..Tax Appeal Deadlines Are Approaching
So Time Is Of The Essence.

For all of those reasons, my partner and I got together with
the partner who runs the section of the firm handling
property tax appeals – not just for big companies- but also
for individual homeowners.

And, we have made an arrangement with him to offer our
readers a free consultation.  That way, you can find out if the
appeal makes sense for you.

Our partner also assured us, that there is no fee to you,
unless you authorize him to pursue the appeal and, he
gets you a tax reduction.

So, if you think that you might benefit from a property tax appeal
and you want to get it done by a professional to maximize savings
without an up front fee, then read on.

We have created some resources for you and they are available
through:

www.PaPropertyTaxAppeal.com.

In the alternative, if you already want the appointment or
consultation please call Donna, Denise, or Beth and Mention
this code: UTBF TAX APPEAL to get your free consultation.

So, again, if you’re not a “do it yourselfer, ” you might just
prefer to have a free consultation that Doug and I have arranged
for our clients and our readers who want to know if a property
tax appeal would help you.

Finally, there is no charge to chat with one of our advisers
about your appeal, and there is no fee unless the property tax
appeal is successful.

So for the free report and more information visit:

www.PaPropertyTaxAppeal.com.

For an appointment to get things started at no cost to
you, just call 610-933-8069 and mention
UTBF TAX APPEAL

If you have any questions before or after visiting
www.PaPropertyTaxAppeal.com. then just call me,
Dave Frees, at 610-933-8069.

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The Will, Trust, Estate and Probate Section of Unruh, Turner, Burke & Frees Invites You To Our Upcoming Client Appreciation and Educational Events

Our clients and friends enjoying Napa Valley wines, cheese and fruit

Doug, Jennifer, and I enjoyed hosting and getting together with you to say thank you for being our clients, and in 2011 we will also be hosting a series of social and educational but fun events for clients and friends of the firm.

If you’re interested in attending one or more of the events that are being considered please let us know by sending me an email at dfrees@utbf.com or by calling Donna, Beth, or Denise at 610-933-8069.

Also, if you have an idea or suggestion for another event or an educational event please let us know by email or by leaving a comment below.

Getting ready for our guests

The Napa Wine Tasting Event

Just recently, we hosted a very nice wine tasting event at the Frees house where we shared some wines that Robin and I discovered during our anniversary in Napa and then served a light supper (fillet, salad, and home made deserts by Robin).

The weather was perfect and everyone had a great time. If you are interested in any future wine tasting events, please let us know that you wish to be added to the list. E-mail dfrees@utbf.com, dkaune@utbf.com, or call 610-933-8069 and mention that you want to be added to the wine events list.

So what else do we have in store for our friends and clients?

Winter/Spring Auction Event & Cocktail Party

Many clients have expressed interest in attending one of the famous
Freeman’s Auction House Auctions in Philadelphia.

This local and family run business has been in operation since colonial times, is America’s oldest auction house,  and they have invited us to host a cocktail reception for our clients before an auction.

Freeman's Auction House Event

So if you’re interested in bidding at an auction, selling at an auction, or just learning more about the world of art, jewelry, and antique auctions, let us know that you would like to join us when this event is scheduled.

To sign up for this event, just email dfrees@utbf.com or call us at 610-933-8069.

Fall/Winter Educational Events

Why January 1st Matters and What To Do About Your Estate Planning To Be Ready for The New Law

October 3, 2010 Dave Frees will be appearing as part of a panel including an accountant and financial adviser to help you to deal with the radical changes coming in the areas of federal estate tax and estate planning in 2011. This event is being hosted by Phoenixville Federal Bank and Trust. To register call 610-933-8069 and we will add you to the list.

Nursing Home Protection and Obamacare Update

Want to know how to lock your assets up to keep them safe from a nursing home?

Worried about Obamacare changes to medicare, taxes and insurance law and how it affects you?

Date To Be Determined: At this event, Douglas Kaune and David Frees will help you to understand what Obamacare changes in insurance, medicare, and taxation mean to you.  This program will also review how you can lock your home and assets up in a Family Wealth Protection Trust(TM) for your heirs, rather than seeing them dissipated for nursing home care.

Spring/Summer Picnic Event

Enjoy A Summer Picnic With Us

In 2011 we have a picnic planned for the late spring or early summer. The date and location are yet to be determined, but we are already working on the menu, the music, and all of the things that make a great picnic.

If you enjoy a great cook out, then let us know that you’d like to be on the invitation list for this event.  To let us know, email dfrees@utbf.com or dkaune@utbf.com or call Donna, Denise, or Beth at 610-933-8069 and tell them that you’d like to be on the client picnic list.

For more information on any event or to suggest a new event or educational topic, just email us: Attorney David Frees dfrees@utbf.com or Doug Kaune dkaune@utbf.com or call 610-933-8069.

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How Do Our Clients and Friends Get The Most Out of The End of Summer?

Getting The Most Out of The Remaining Days of Great Weather
Great Summer and Fall Actives For Our Friends and Clients

By: David Frees

We want our clients and friends to get the most out of life and out of the remaining days of summer and those first warm days of fall.

We do have some suggestions, but we’d love you to share your own ways for getting more fun out of the changing seasons. So, we hope that you’ll share one or more by commenting below.

Now we know that your time is valuable, but we have a great gift for the reader who leaves the best suggestion – as selected by a vote of the whole staff of Unruh, Turner, Burke and Frees Trust and Estate Section.

But enough about the gifts we have for you.  What are the suggestions we have for the end of the summer?

1) Get to the shore for one or more of the many fall festivals designed to keep the day trippers coming to the beach later in the season. In the alternative, there are many festivals around here.

2) Visit one of the farmer’s markets (Phoenixville and West Chester are two) before the winter and bake an apple pie, or an even easier fruit cobbler, or crumble (a pie without a crust but with great crumb toppings).  Be sure to whip some heavy cream with powdered sugar and vanilla. Pie and crumble recipes.

3) Take a class at a cool outdoor location like Terrain at Styers located on Route one near Brinton Lakes or get to a Phillies game. You can still get tickets at Stub Hub.

4) Eat brunch outside at Parc Bistro on Rittenhouse square.

5) Make great coffee or tea and read the paper outside on Sunday morning.

Dave Frees’ own hot weather coffee recipe: If it’s hot outside (it can be in September and October), make a pot of strong coffee and let it cool.  Pour it over ice, add some Hershey’s Special Dark Chocolate sauce and stir.  If you’re really being decadent, add sugar and top with real whipped cream.

6) Find a new restaurant with outdoor dining and eat there – soon. There are many in Chester, Bucks and Montgomery county.

7) Have a picnic in a park, or in your back yard.

Summer's End Doesn't End The Fun - Fall Fun Ideas

Set up a hammock or use the one you already have.

Ok!  Enough of ours.  How about a few of yours……  Leave a comment below and be entered to win a great end of summer prize.

Don’t want to use technology?  Call us with a suggestion and give us permission to publish it and you’re also entered to win. 610-933-8069.

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Local attorneys David M Frees III and Douglas L. Kaune, both of Unruh, Turner, Burke and Frees are proud to announce their sponsorship of Phoenixville’s first ever TEDx conference to be held this September at the Colonial Theater on Bridge Street in Phoenixville, Pennsylvania.

“I am a big fan of the TED Conference and the speakers at TED run the gamut in terms of topics, skills and ideas. So it’s very exciting to be a part of the great team of people and sponsors helping to bring the local version of TED to Phoenixvile.” said David Frees a local lawyer. “TEDx isn’t about law or legal issues but it’s a great event and fantastic for the Phoenixville area. And we try to support the Borough of Phoenixville and many of the projects that we believe improve the quality of life in town.”

For tickets and information click this image or the links below.

For tickets and information on TED in Phoenixville click this image

To get more informaion on TED and specifically, on the local TEDx programs to be held in Phoeniville click the links below:

TED CONFERENCE VIDEOS

TEDx in PHOENIXVILLE

For more information you can also call the Colonial Theater at 610-917-1228 or the law offices of Unruh, Turner, Burke and Frees at 610-933-8069. Our client relations manager, Beth McNulty will be happy to get you additional information about the conference.

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