We Listen.

Welcome to The Wealth Preservation Trust and Estates Section Blog

Are you –

Worried about your children and grandchildren getting sued or divorced and losing their assets or an inheritance?
Concerned that your estate plan no longer reflects your current thinking or the current laws?
Wondering how to best protect your assets and your lifestyle for yourself and your heirs?
An Executor or administrator, or trustee of a trust or estate an feeling overwhelmed with your responsibilities or unsure of how to protect yourself from liabilities?

Then we are glad that you found this resource.

Please bookmark and visit this blog site regularly or subscribe below
to get email updates whenever we post them.

We will be posting regular information that you can actually use.
We will have regular videos exploring and answering your questions
and keeping you up to date with changing laws.

We will also be posting check lists, articles, and information
that you can use to keep your plan current and up to date.

Take a moment to view our welcome video and make sure to use the
email addresses to send questions or leave a comment below.

You can call for an appointment at 610-933-8069.  Appointments can sceduled for any one of our three convenient offices:

Phoenixville – 120 Gay Street, Phoenixville, PA 19460
Malvern – 116 E. King Street, Malvern, PA 19355
West Chester – 17 W. Gay Street, West Chester, PA 19380

click here for directions

For Appointments at any office call 610-933-8069

David M. Frees III Chairman Wealth Preservation, Trust and Estates Section
Douglas L. Kaune
Managing Partner Estate Section Chairman Elderlaw Solutions Section (R)

Email us at: dfrees@utbf.com            dkaune@utbf.com

Please also take a moment and get the inside scoop on what is to come. Watch the brief video below.

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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