| David M. Frees, III |
Phone: 610-933-8069 120 Gay St, Phoenixville, PA 19460 |
Douglas L. Kaune |
David M. Frees on The Death Tax Proposals In Congress
Just a quick reminder that there were many changes in the tax laws for tax year 2008. And, to make sure that take advantage of any beneficial changes you should update the program and download any recent updates before preparing your return. For more, just click here to visit the Wall Street Journals article.
Brought to You By:
David M. Frees III
Unruh, Turner, Burke and Frees
Chairman of The Trust, Estates, and Wealth Preservation Section
P.S. Remember to check your beneficiary designations on life insurance, IRAs and 401(k)s to make sure that they are
coordinated with your will and estate planning documents.
Many of our clients have expressed an interest in the Federal Stimulus Package. Now that it has become law, we have a link for you to visit and read the text (over 1,000 pages of it). You can also leave feedback and comment. Beware, that this stuff can put you to sleep so we strongly advise against visiting the site prior to operating a vehicle or heavy machinery. In fact, the more we think about this, visits should be limited to evenings and perhaps periods of insomnia.
To see the Stimulus Bill click here.
Thanks to one of the advisers for our clients that send us this riveting information, Douglas R. MacGray, J.D., C.F.P. ® (610) 783-4265.
Do you know that very few wills actually work the way that the
person wanted due to the failure to coordinate assets and insurance with the will?
Want to avoid having your plan fail? Want the will and trust to work as you intended?
Then follow David M Frees III on Twitter for his regular hints, pointers and
updates that save his clients time, taxes, and money. Click Here.
Not into Twitter or technology? Need updates or information?
Call 610-933-8069.
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