Can Too Many Accounts Cost You Money and Ruin Your Estate Plan?
There are many cases where less is more. This is the first in aseries of articles on how and why to simplify your estate and your estate plan.
Frequently Asked Questions
FAQs: My Child Is A POD Beneficiary of My Acconts and is In Financial Trouble. Are My Accounts At Risk?
If I named my child as a POD (pay on death) or FBO (for benefit of) beneficiary of a bank or stock account and that child is now in financial trouble, can I lose the accounts? The short answer is “No.” POD designations on an account do not make that account the property of …
Mom Named Me As Executor – Now Who Can Sue Me? Read This Before Starting the Executor Or Trustee Job
If you have been appointed as an executor or trustee in Pennsylvania don't act until you have read this article and invested two minuets in watching this video for you on the legal risks and how to avoid them.
Estate Planning For The End of The Year
By: David M. Frees III, Esquire Will, Trust and Estate Planning for the End of The Year. Want to make sure that you avoid the most common estate planning mistakes at the end of the year and that you are reviewing and doing what you need to complete to make sure that your new year …
When Probating A Will Makes Sense – The Five Reasons
Everyone wants to avoid probate. The probate system is viewed as slow, expensive, and too public. But sometimes, if you’re an executor, you really want and need the probate system and the orphan’s Court judge. The truth is, that most of the estates where the executor hires us to do the administration, and to keep …
Why an Internet Search for “The Best” Trust, Estate, or Probate Lawyer Might Not Be “The Best.”
More and more consumers are using Google, local search, and internet tools to help them to find the right lawyer to help with wills, trusts, estate plans and related matters. But, there are many reasons why searching for “the best” trust lawyer, estate attorney, or probate lawyer could actually get you the wrong information and …
When You’re Leaving Someone Out of The Will – Making Sure That Your Will Is Respected
Making your will work even when challenged. Leaving a person out of the will.
Mistakes Executors Make and How To Avoid Them
Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …
The Will TO DO List For Parents
If you have children (old or young) you may have been thinking about doing a will or updating an old will to include new children, to appoint a guardian, and to do a trust to protect them from getting control over the inheritance too soon. In fact, new parents often report that they secretly worry …
Pennsylvania Executors – Avoiding The Mistakes That Lead To Personal Liability
Click here to get your free copy of this valuable executor resource for Pennsylvania executors. If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III. This report examines the most …