Estate Planning

Our attorneys represent individual clients, regardless of age, career status, marital status, family status or level of wealth, with the effective and efficient transfer of assets both during life and at death.  An effective estate plan often begins with a Last Will and Testament, but is much more than that alone.  Without a Will, the Commonwealth of Pennsylvania has a plan for the transfer of an individual’s assets and the appointment of a personal representative to accomplish that.  The Commonwealth’s plan may or may not align with an individual’s own objectives.  Similarly, the personal representative appointed pursuant to Pennsylvania law may not be the appropriate individual to be in charge in the estimation of our clients.  Our attorneys advise and assist our clients with the use of a wide variety of tools to achieve of their personal goals and objectives as to the transfer of their assets.  We certainly provide the basics, including Wills, Powers of Attorney and Medical Powers of Attorney and Living Will Declarations – but other tools may be appropriate, including trusts (simple, complex, revocable, irrevocable, established during lifetime or at death).  Even otherwise traditional business entities may be considered as part of an individual estate plan.  Our attorneys are able to advise as to any number of options and combinations depending on the goals and objectives of our clients.