David M. Frees, III Phone: 610-933-8069
120 Gay St, Phoenixville, PA 19460
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Posts Tagged ‘Malvern Law offices’

Financial News That You Can Use – For Yourself or to Educate the Next Generation

Monday, January 4th, 2010

David M. Frees III on a 2010 TO DO List.

David M. Frees III on a 2010 TO DO List.

Attorney David Frees Presents Financial, Legal, and Lifestyle News and Tips

One of the best ways to safeguard the inheritance that you leave to the next generation, is through trusts. However, teaching children and grandchildren to be financially savvy is the true key to growing and maintaining family wealth across the generations. Here is a great and mature web site filled with up to date financial news and daily videos that I use to stay informed and as a teaching tool and resource for the kids.

For great financial news and resources visit www.Bloomberg.com.

David M. Frees III
Attorney David Frees has attained the highest AVVO rating of 10.0
dfrees@utbf.com
610-933-8069

Want A Quick Review of News Stories and Analysis of The Estate Tax Problem?

Monday, December 21st, 2009

David M. Frees III on Temporary Repeal of the Federal Estate Tax

David M. Frees III on Temporary Repeal of the Federal Estate Tax

I just posted a quick review of some of my analysis of this problem, as well as the articles by Forbes, The Wall Street Journal, and the Washington Post. Just click here for links to all of this material on the lapse of the federal estate tax.

Please leave questions and comments below.

David M Frees is a lawyer in Phoenixville, Malvern, and West Chester. These offices serve many communities on the Main Line of Pennsylvania and beyond. Looking for a lawyer to do a will, trust, estate plan, power of attorney, or related work in Collegeville, Exton, Paoli, Malvern, Devon, Berwyn, Daylesford, Wayne, Ardmore, Chester Springs, and the surrounding region?

Unruh, Turner, Burke and Frees and David Frees can be reached at 610-933-8069

Mom Named Me As Executor – Now Who Can Sue Me? Read This Before Starting the Executor Or Trustee Job

Sunday, November 29th, 2009

Free Report on The Most Copmmon Mistake Executor's Make

Free Report on The Most Copmmon Mistake Executor's Make

By: David M. Frees III, Esquire Unruh, Turner, Burke and Frees with Law Offices For Your Convenience in Phoenixville, Malvern and West Chester

It is an honor to have been named as an executor of an estate, or as a trustee of a trust. The person who created the will or trust obviously had a great deal of faith and confidence in you as a person, and in your ability to get things done, quickly, efficiently, cost effectively, and to keep the peace among often competing interests at a difficult time in their lives.

But most trustees and executors are surprised to discover that those jobs are difficult, time consuming, and carry a great deal of exposure to personal liability. Now I do not mean, that be agreeing to be an executor or trustee, that you automatically become liable for the debts of the deceased. You do not.

However, there are many ways in which executors and trustees are exposed to liability for their actions and you simply must understand them before agreeing to undertake the job. Once you get started, it might be too late.

Please view this short video before being sworn in as an executor, or before agreeing to act as a trustee.

Click here for our report for Pennsylvania executors: The Ten Most Common Mistakes That Executors Make and How To Avoid Them.

For a private consultation with David Frees, in any of our conveniently located law offices, please call
610-933-8069.

For access to our free executor and trustee information and a courtesy discount on any fee arrangement, be sure to mention that you read this blog post when you call.

David M. Frees III, Esquire has a 9.8 AVVO rating of superb. Click here to read more about David M. Frees III on AVVO.