David M. Frees III
The very first thing you should do, if it is possible and comfortable for them, is to encourage them to discuss their current financial status. You would want to discuss bank accounts, mortgages, loans, credit card accounts, life insurance policies, and ownership documents regarding houses, cars, and other assets. We often take it for granted that our parents are financially savvy only to discover that they are in difficult financial circumstances. Once you have received this information you will be able to know how you are going to be able to care for your parents long-term. It is a good idea that once you have discussed these topics that you then seek the advice of an attorney and in some cases a financial or life insurance planner. This will ensure that you are able to set up a...
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- Essential Estate Planning
- Wealth Preservation and Advanced Estate Planning
- Elder Law Solutions
- Estate and Trust Administration
- Estate and Trust Litigation
- Special Needs Trust Planning
Sentiment Analysis
David frees is a bona fide expert in Estate Planning and has exceeded our expectations.
In conjunction with our estate planning, David has prepared our wills & trusts to protect our family for generations.
So glad we have a relationship with such an outstanding and understanding company as UTBF
We have known Dave for many years and are so glad that we turned to him to update our wills, powers of attorney and living wills.
I am confident we received the best advice possible, and I have recommended him to friends and family!
I have not been happy with the first three because they could not clearly articulate what was happening in the plan.
David Frees III offers very thorough, professional, personal Estate planning services.
David and his team handle both family and our business plans.
David was able to make the legal terms easy for us to understand and allowed us to make the choices that best suited our needs.
He answered all our questions with thorough explanations, took his time walking us through the multitude of documents and helped coordinate with our financial planner.
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