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

Posts Tagged ‘will mistakes’

Who Needs A Will In Pennsylvania? You Do According To USA Today

Monday, July 13th, 2009

I recently posted a short review of USA Today’s excellent article on the question of who needs a will? So if you have been wondering “Do I need a will?” then click here for more information on the question “Who needs a will?”

David M. Frees III and USA Today on Who Should Do A Will?

David M. Frees III and USA Today on Who Should Do A Will?

David M. Frees III
610-933-8069

For more information and secrets of doing an effective will, click here.

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The Stimulus Package – Want To Know What It Really Says?

Monday, February 16th, 2009

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.

David M. Frees III

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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