Wills, Trusts, and Estate Administration

Our estate attorneys have extensive experience and provide thoughtful personal service. We will help you meet your goals for lifetime gifts and the appropriate distribution of your assets at the time of your death, with careful consideration of state and federal death taxes. We can advise and assist you with all of the elements of a coordinated plan for your estate, large or small, including:

  • Will - distributes assets and appoints an Executor, Guardians for minor     children, and Trustees (if the Will includes a Trust)

  • Power of Attorney - provides management of legal and financial matters if     you become disabled

  • Living Will - provides for your care according to your wishes if you become     permanently unconscious

  • Living Trust - holds your assets during your lifetime, and distributes them     as you direct after your death

  • Gifts to Minors - provides gifts to minors under the care of an adult through     Uniform Transfer to Minors accounts and college financing plans

  • Federal Estate tax - minimize or eliminate this substantial tax on larger     estates through trusts and charitable gifts

  • PA Inheritance Tax - prepare the tax return for Pennsylvania Inheritance     Tax in all estates

  • Probate and Estate Settlement - work on all legal and financial matters in     settling estates, with caring and timely assistance

    For additional information see:

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