WILLS, TRUSTS & ESTATE PLANNING

Estate Planning

We guide you through the nuances of estate planning to create a comprehensive planning strategy tailored to your unique needs and wishes.

• Probate / Estate Administration
• Wills & Trusts
• Powers of Attorney
• Tax-Planning
• Charitable Giving
• Advanced Medical Planning

Trust & Estate Administration

When a loved one passes away, we recognize the sensitivity and emotional nature of the process. Our team is here to offer support and expertise, handling all legal matters with care and efficiency, so you can focus on honoring your loved one’s memory,

Gift & Estate Tax Planning

Our focus on gift and estate tax planning is to help you minimize tax burdens while safeguarding your wealth for future generations. Our experienced attorneys work closely with you to create customized strategies, utilizing tax-efficient gifting, trusts, and other planning tools to reduce the impact of both federal and state taxes. We are committed to ensuring your estate is structured according to your goals, maximizing the financial legacy left to your heirs.

Charitable Tax Planning

We provide expert guidance on charitable tax planning to help individuals and organizations maximize the benefits of their philanthropic contributions. Our attorneys assist with structuring charitable donations in ways that reduce tax liabilities while fulfilling charitable goals. Whether through charitable trusts, donor-advised funds, or other strategies, we help ensure your giving is both impactful and tax-efficient.

Introduction to Pennsylvania Inheritance Tax

Welcome!  This is an educational publication designed to demystify the legal nuances of Estate Planning, and to start the conversation surrounding death and dying.

This month, we explore the Pennsylvania Inheritance Tax. Pennsylvania is one of six states that impose an inheritance tax. We’ll discuss how the tax applies to every Pennsylvania resident, and we’ll dive into the exemptions, exceptions, and deductions that help minimize tax.  Click here to read more…

Revocable Living Trusts in Pennsylvania

Welcome!  This is an educational publication designed to demystify the legal nuances of Estate Planning, and to start the conversation surrounding death and dying.

This month, we cover the nuances of a Revocable Living Trust. In Pennsylvania, Revocable Trusts are NOT a standard Estate Planning tool. They may be useful for certain clients, but it depends on the circumstances that are unique to each client. Let’s explore together the purpose of these trusts and whether they might be a useful tool for your family. We also highlight common misconceptions surrounding use cases for these trusts.

Areas We Serve

We will be serving all Pennsylvania counties in the near future! Contact us today.