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

Posts Tagged ‘will lawyer’

Update Your Tax Software For Protection and Tax Savings

Tuesday, March 10th, 2009

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.

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