TO Do Lists and Reminders

The Deadline For Gift Tax Returns? April 15th or October 15th?

March 27, 2011

You Must File The Gift Tax Return or Extension for Gifts In 2010 By April 15th 2011 If you made a gift to a child or grandchild in 2010 you must file the return or an extension by April 15th. Once the extension is filed, you have until October to …

Income Taxes, Agents, and Preparers Oh My!

March 26, 2011

By Dave Frees

Are you thinking about having your return done for you? A Brief Income Tax Checklist for those hiring or changing their tax preparer For many clients, the thought of doing your own income tax return is tantamount to doing your own tooth extraction. You probably could, but who wants to. And, the likelihood of making …

How Do You Get The Most Out of The Remaining Days of Summer and Fall?

September 10, 2010

By Dave Frees

Getting The Most Out of The Remaining Days of Great Weather Great Summer and Fall Actives For Our Friends and Clients By: David Frees We want our clients and friends to get the most out of life and out of the remaining days of summer and those first warm days of fall. We do …

It’s Time To Start or To Return To College – Did Your Son or Daughter Leave You With A Power of Attorney?

September 5, 2010

By Dave Frees

It’s that time of year when our college aged children go back to college and we may not see them again until Thanksgiving. But, they might need our help inn between, and without a power of attorney that might mean trouble. We tend to think that powers of attorney are for the elderly. And, it’s …

If You Don’t Have A Will The State Of Pennsylvania Has Done One For You – Is It What You Want?

July 27, 2010

By Dave Frees

What happens if you die without a will (intestate) in the State of Pennsylvania? Will lawyer David Frees has the answers

IRS Information on College Education and Taxes – Do You Need A New Will When You Have College Aged Kids

May 25, 2010

By Dave Frees

Need more information on paying for college, wills and tax issues?

Estate Planning For The End of The Year

November 25, 2009

By Dave Frees

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 …

The Will TO DO List For Parents

August 31, 2009

By Dave Frees

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 …

We Listen.

The Deadline For Gift Tax Returns? April 15th or October 15th?

Income Taxes, Agents, and Preparers Oh My!

How Do You Get The Most Out of The Remaining Days of Summer and Fall?

It’s Time To Start or To Return To College – Did Your Son or Daughter Leave You With A Power of Attorney?

If You Don’t Have A Will The State Of Pennsylvania Has Done One For You – Is It What You Want?

IRS Information on College Education and Taxes – Do You Need A New Will When You Have College Aged Kids

Estate Planning For The End of The Year

The Will TO DO List For Parents

Sophisticated, Responsive and Focused.