We Listen.

Family Business Owner?

A Few Questions for Planning For Family Business Succession Some family conversations are too important to put off ð       1. Do you have an estate plan including a will, power of attorney and a living will? ð       2. Do they specifically include powers to deal directly with real estate and closely held business investments? ð       …

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Estate Planning- Is It A Family Affair?

At some point your surviving spouse or partner or even your children will assume responsibility for investing the family’s wealth. Your children’s portfolio may be in the form of a personal trust owned by the children, or due to illness or death the entirety of the family’s invested assets. Children should be prepared to take …

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Avoiding Wills Disputes? What Your Estate Planning Attorney Needs

Why Revealing Personal Information to your Estate Planning Attorney Is Essential To Successful Planning By: David M. Frees III, JD Ever wonder how much or what information has to be revealed to your estate planning attorney to make sure they do the job right? The more information you expose regarding relationships as well as other …

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Second Marriage Estate Planning: The Sprinkle Trust

There are many families blending children from multiple marriages. The children from these families often range widely in ages. Parents I meet with often want to provide for only the younger children until they reach a certain age. Their belief is typically that the younger children have greater needs and should have the benefit of …

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Marcellus Shale – Neutral and Reliable Sources of Information

Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will …

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Can Estate Planning or Will Make Your Spouse Happy?

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies.  They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …

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Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069