Are you wondering:
Should I update my estate plan, will or trust?
Do I need a new power of attorney?
I have over 3.5 million dollars how does the affect me?
I have under 1.0 million dollars. What now?
To Roth or not to Roth?
What is happening to the estate tax?
What if I leave the old formula will in place is my spouse disinherited?
If you need more information on any or all of these click here to read this great review of the current situation by CBS.
David M. Frees III
For an appointment to update your estate planning, or for consultation regarding duties as an executor or trustee, please call Donna, Denise, or Beth at 610-933-8069.