Dave Frees provides actionable tips and steps for transforming your professional practice and your personal life. Pennsylvania Attorney David Frees has been called one of the fifty top thinkers about business today.
As an executive, family business owner, real estate investor or other professional, and whether you are currently working or retired, you have worked hard to build your personal wealth and perhaps the value of your business and investments.However, without the proper planning, many of the assets you have succeeded in acquiring can be taken away or taxed more heavily than necessary.
As an executive, family business owner, real estate investor or other professional, and whether you are currently working or retired, you have worked hard to build your personal wealth and perhaps the value of your business and investments.However, without the proper planning, many of the assets you have succeeded in acquiring can be taken away or taxed more heavily than necessary.
Services
With law offices in Phoenixville, Paoli, and West Chester, we help our Pennsylvania clients, including many high net worth families and individuals, with estate planning, trust, and probate and related legal issues.
Specifically, our practice areas include estate planning, inheritance and business succession planning and related legal matters, family estate and inheritance disputes, asset protection planning, wills and trusts, executor and trustee assistance, estate dispute resolution, and elder law planning to protect assets from nursing home costs.Excessive estate and inheritance tax can significantly deplete the amount of money left to your heirs.
Specifically, our practice areas include estate planning, inheritance and business succession planning and related legal matters, family estate and inheritance disputes, asset protection planning, wills and trusts, executor and trustee assistance, estate dispute resolution, and elder law planning to protect assets from nursing home costs.Excessive estate and inheritance tax can significantly deplete the amount of money left to your heirs.
Protecting yourself, your wealth and your heirs. Many individuals work hard to build their personal wealth so that they can enjoy a particular lifestyle and/or to leave an inheritance to the next generation.
It often brings them great joy to know that their heirs will be provided for by the assets that are left to that generation However, too often such inheritances are unnecessarily depleted by substantial tax obligations and related costs, such as federal and state estate tax and probate fees.Perhaps you saw your parents' estate radically reduced by such costs and taxes.
It often brings them great joy to know that their heirs will be provided for by the assets that are left to that generation However, too often such inheritances are unnecessarily depleted by substantial tax obligations and related costs, such as federal and state estate tax and probate fees.Perhaps you saw your parents' estate radically reduced by such costs and taxes.
For Pennsylvania residents, it can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so hard to achieve both for yourself and your family.
You have the best intentions when leaving an inheritance to your children or grandchildren and you probably trust your heirs to be prudent with such funds. However, your children, grandchildren, surviving spouse and other heirs can be vulnerable to claims to the assets they inherit.
Divorce litigation, judgments, creditors and business claims can significantly impact the assets and property left to heirs - through no fault of their own and such risks can be radically increased by their carelessness.According to Divorce Magazine, only 52 percent of married people reach their 15th anniversary, but surprisingly, a recent survey showed that only 14 percent said they would definitely sign a prenuptial agreement if asked.
Divorce litigation, judgments, creditors and business claims can significantly impact the assets and property left to heirs - through no fault of their own and such risks can be radically increased by their carelessness.According to Divorce Magazine, only 52 percent of married people reach their 15th anniversary, but surprisingly, a recent survey showed that only 14 percent said they would definitely sign a prenuptial agreement if asked.
Elder Law Trusts, Contracts, Checklists and Solutions | Protecting Yourself, Your Family and Your Assets From The High Costs of Nursing Home Care. We now have a new site specifically designed and created for families and individuals facing nursing home care, elder abuse or neglect cases, and estate planning for the elderly.
