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Are You Named As An Executor Or Trustee When A Spouse Or Parent Dies OR Have You Appointed One Or More Under Your Will And/Or Trust?

And if so, do you know… What it means to be an executor or trustee? How to do the job right and what deadlines are important or vital (yes you can be sued as either an executor or trustee)? The risks, dangers, and most common mistakes that you have to avoid? How much you can …

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Do Your Will And Power Of Attorney Cover Digital Assets?

What are “digital assets” (like email and social media accounts) and what happens to access if you’re incapacitated or deceased? Find out what you need to know and do here.

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[Time Sensitive] Open Enrollment Reminder For Medicare Eligible Clients

The Medicare 2017 open enrollment period started October 15 and continues through December 7. During this open enrollment period, Medicare eligible Americans can review their Medicare coverage and make changes for the coming year (2018).

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November is National Family Caregivers Month

By: David M. Frees, III November is National Family Caregivers Month. More Americans are now able to live independently and with dignity thanks in a large part to family members who act as caregivers. Looking after a family member can be challenging, so states and local agencies connect individuals …

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What You Can and Should Learn From Celebrity Estate Planning Disasters

By: David M. Frees, III Most of us think that celebrities must be smart.  They’re often wealthy (or at least seem to be), they have a great lifestyle (or again, so it seems), they have stable and uncomplicated personal lives (ok, not so much), and they’re brilliant commentators on political …

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Have you recently filed a deed? Be aware of this latest scam!

A change in the titling of a deed could be beneficial or necessary in the course of updating your estate planning. For example, sometimes you deed a house into a revocable trust to avoid probate or an irrevocable trust to protect it from a nursing home. But, after the deed is filed, the information is …

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UTBF Partner David Frees and his Wife Robin Help to Keep the Ben Franklin Legacy Alive

In 1789, just one year before he died, Benjamin Franklin set up an endowment fund called the Benjamin Franklin Trust. In 1995 it was transferred in part to the Chester County Community Foundation. Each year, this 200+ year-old endowment fund makes grants to programs and initiatives that Franklin himself had championed: fire companies, libraries and …

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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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Selecting a Trustee- What Matters?

Who Do You Trust? Choosing a trustee requires an appropriate balance between kinship or friendship, expertise and technical knowledge. As a trust attorney one challenging aspect of my practice is the very personal decision by a client about choosing a trustee or trustees (and their substitutes) for his or her many types of trusts. There …

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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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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
Paoli, PA
43 Leopard Road, Building II
Suite 103
Paoli, PA 19301
(610) 240-0750