What Do Attorney Dave Frees, The Dalai Lama and Billionaire Richard Branson Have in Common?
Well, for one thing, they will all be meeting in Calgary, Alberta Canada this week at the Engage Today Conference. Dave Frees, who represents many successful executives, business men and women, community leaders and wealthy families and who teaches at seminars throughout the country says “I am always looking for any knowledge, information, tools and …
Divorce and Asset Protection For Beneficiaries Cont.
We continue to receive inquiries from clients in search of ways to protect the assets they leave to their children and beneficiaries from divorce, law suits and creditors. Although clients protection from tax liability is of continued importance, asset protection in estate planning has grown in significance. Clients recognize that 50% or more of the …
Nursing Care Abuse Claims
It can be a very emotional and difficult time when a family member enters a nursing home. We want the best for our loved ones and expect that they will receive exceptional care. Unfortunately, there are occasions when residents are victims of nursing home abuse, elder care abuse or nursing home neglect. It is important …
Teaching The Next Generation About Money and Wealth – A Gift From Dave Frees
Regardless of where you are on your personal journey of building wealth and a legacy, you probably want to teach your children or grandchildren about how to successfully, and happily build, keep, share, and grow wealth. Years ago I discovered a great resource to help with that task. It is a book by George S. …
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 …
Is Your Pennsylvania IRA Still Protected From Lawsuits?
A recent case has opened a new door for someone suing you to try to reach or to attack your IRA. And, while IRAs usually have a heightened level of asset protection, my new article on this topic has a few suggestion – especially if you have a self directed IRA. Please click here to …
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 …
Executor Fees In Pennsylvania – Who Can Reduce These Fees? It May Not Be Just Who You Think
Historically, executor fees in Pennsylvania and how much can be charged by an executor, have been governed by fee guidelines as opposed to state statutory fees. For a review of a common fee guideline, see my article on the Johnson Estate Guidelines on Executor Fees. As a result, the probate courts have always had …
Protecting Your Estate Plan From Challenges and Attack
If you have a second marriage, step children, children from separate marriages or who are treated unequally under your plan, then you must protect your will and estate plan from attack.
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 …