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. In many cases, unprepared heirs can lose asset value simply because they do not yet have the advice and tools that they need or they lack the structures to protect them from litigation or a failed marriage.
By preparing for future unforeseen events, you can protect your wealth, your lifestyle, your heirs and estate. And, through a process known as Enhanced Estate Planning (TM) you can make sure that your heirs do not lose your advice, wisdom, and family values that are essential to future generations success but might otherwise be lost if you pass away.
However, without the proper planning, many of the assets you have succeeded in acquiring can be taken away or taxed more heavily than necessary. In many cases, unprepared heirs can lose asset value simply because they do not yet have the advice and tools that they need or they lack the structures to protect them from litigation or a failed marriage.
By preparing for future unforeseen events, you can protect your wealth, your lifestyle, your heirs and estate. And, through a process known as Enhanced Estate Planning (TM) you can make sure that your heirs do not lose your advice, wisdom, and family values that are essential to future generations success but might otherwise be lost if you pass away.
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.
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.
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.
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.
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.
And, when a child or grandchild inherits assets from you will they be safe from litigation or claims from divorce?
Creditors pursuing business claims or individuals looking to file a lawsuit against you can put your assets at risk, even while you are preparing to enjoy them.
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.
And, when a child or grandchild inherits assets from you will they be safe from litigation or claims from divorce?
Creditors pursuing business claims or individuals looking to file a lawsuit against you can put your assets at risk, even while you are preparing to enjoy them.
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.
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.
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.
To visit the site and download any number of our free reports on protecting your home from nursing home spending, how to use trusts in elder law planning, and on many related topics click: www.
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.
To visit the site and download any number of our free reports on protecting your home from nursing home spending, how to use trusts in elder law planning, and on many related topics click: www.
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