Have you been named an executor or will be named an executor in the future? Are you looking to hire an estate planning attorney in Pennsylvania? If you are in either situation, our free reports can help you better understand your situation and help you make the right decisions as you face future challenges.
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Estate and Trust Administration
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The Ten Most Common Mistakes Pennsylvania Executors Make...and How to Avoid Them
If you are currently an executor of a Pennsylvania estate, or you know or think that you might be in the future don't take another step until you order and read this important resource. The Ten Most Common Mistakes That Executors Make and How To Avoid Them is essential to doing a good job and to avoiding personal liability. Request Information
Estate Planning
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Enhanced Estate Planning For New Mothers: Frequently Asked Questions (FAQs) and the “Should Ask Questions” (SAQs) that new moms need to know about estate planning, wills, and trusts.
Frequently Asked Questions (FAQs) and the “Should Ask Questions” (SAQs) that new moms need to know about estate planning, wills, and trusts. Request Information -
Enhanced Estate Plannning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works
This report contains everything that you need to start revamping an existing estate plan or to create a new estate plan that carries out your wishes and protects your assets for your self and for your heirs. Thank you for visiting this information rich site that we have created for clients and prospective clients. We look forward to welcoming you to our family and helping you to get exactly the level of planning that you and/or your family need. David M. Frees III, Esquire Avvo Rated 9.4 Superb Request Information -
Estate Planning Secrets of the Affluent Book Available
Learn how to protect yourself and your heirs from predatory creditors and estate taxes using secrets typically reserved for the affluent. Request Information -
Enhanced Estate Planning 2024 Edition - Why a Simple Will or Trust May Not Be the Best Solution and What You Need to Know To Protect Yourself and Your Heirs from Divorce, Taxes, Lawsuits and More
Discover the tools and techniques of estate planning and elder law planning and how to protect your assets and heirs from taxes, lawsuits, probate and divorce. Request Information -
Saving For A Child Or Grandchild’s College Education - It’s More Complicated Than It Should Be So Start Now & Get The Pros and Cons You Need To Know Here and Now
Saving For A Child Or Grandchild’s College Education - It’s More Complicated Than It Should Be - Start Now & Get The Pros and Cons of 529 Plan, UTMA, UGMA Request Information -
Beneficiary Designations And Your Estate Plan
Individuals must coordinate their beneficiary designations and ownership titling with the their Will or the Trust(s) created during their lifetime. Request Information -
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The Secrets to Using Letters and Memos in Your Plan
The secrets to using letters and binding and non-binding memos in your estate planning. Request Information -
The Insurance Mistake You Must Avoid
Did you know that there is an important car insurance coverage for you, your family and estate that is often overlooked with devastating consequences? Request Information -
In this series of videos you'll learn the answers to the most Frequently Asked Questions about Estate Planning posed by our smartest and savviest clients!
video answers to estate planning FAQs Frequently Asked Questions Request Information -
Why Searching For 'The Best' Will or Estate Lawyer Might Not Work
How does a consumer find a lawyer who is experienced in the areas of trust law, estate law, and estate planning such as wills and powers of attorney? This report is filled with warnings for the consumer and tools to help you to find the right lawyer for your particular needs. Request Information -
Have A Living Trust and/or A Trust Under Your Will? Get The Best Client Discount For The Ultimate Trustee and Successor Trustee Manual. Better Yet? We Will Buy You A Copy When You Book A Family Meeting To Review Your Trust or Will Planning With Your Spouse and Heirs
Over 170 pages of trustee and successor checklists and step by step instructions for the trustees of revocable trusts and trusts under wills Request Information