Estate Plans and Issues For Parents

Family Business Owner?

September 27, 2013

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 …

Estate Planning- Is It A Family Affair?

September 20, 2013

By Dave Frees

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 …

Avoiding Wills Disputes? What Your Estate Planning Attorney Needs

October 8, 2012

By Douglas L. Kaune

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 …

Estate Planning and Wills – It Has To Be Easy

August 28, 2011

By Dave Frees

Your questions about estate planning and how and why to do it are answered

Have You Chosen a Guardian for Your Minor Children?

August 18, 2011

By Dave Frees

Guardianship allows a person to manage the affairs and assert the rights of another person who is unable to do these things.

Second Marriage Estate Planning: The Sprinkle Trust

July 7, 2011

By Douglas L. Kaune

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 …

Marcellus Shale – Neutral and Reliable Sources of Information

April 17, 2011

By Dave Frees

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 …

Should You Delay Your Estate Planning Until The Law Changes Again?

April 17, 2011

By Dave Frees

Delaying Estate Planing For Law Changes? Does That Make Sense? DO You Delay Other Acts of Love and Responsibility? Well, you’d expect lawyers who make a living advising affluent clients on issues of estate planning to be biased. They’ll tell you to do it now. Why wait? Well, as it turns …

Can Estate Planning or Will Make Your Spouse Happy?

January 17, 2011

By Dave Frees

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 …

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

January 15, 2011

By Dave Frees

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 …

We Listen.

Family Business Owner?

Estate Planning- Is It A Family Affair?

Avoiding Wills Disputes? What Your Estate Planning Attorney Needs

Estate Planning and Wills – It Has To Be Easy

Have You Chosen a Guardian for Your Minor Children?

Second Marriage Estate Planning: The Sprinkle Trust

Marcellus Shale – Neutral and Reliable Sources of Information

Should You Delay Your Estate Planning Until The Law Changes Again?

Can Estate Planning or Will Make Your Spouse Happy?

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

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