Almost everyone has an estate. Whether your estate is large or small, you will still need to sort out who will take your estate that you cannot take with you when you pass on. We know how difficult and sensitive dealing with estate planning can be no matter what age you are. Most people have the desire to have full control and know what is going to happen to their assets when they eventually pass on.
A poorly implemented estate plan or lack of an estate plan will cause unnecessary hardships for your family on top of dealing with the loss of a loved one. We help you preserve what is yours for the benefit of your heirs with customized wills and advanced planning documents.
Our mission is to help you accomplish all of your personal planning goals and benefit your family by eliminating unnecessary probate costs, guardianship hearings, and taxes. We will help assure that your assets are being transferred to your loved ones exactly the way you have planned them to be.
We take the time to get to know you and help you define your goals, so that you can plan your estate in a detailed manner. We review your family situation, finances, home and real estate ownership, employment, investments, and business interests to ensure we have your entire estate plan covered. We provide advice for you with the estate planning strategies best suited to achieve those goals and ensure you have the information necessary to make well-reasoned decisions.
We provide a wide array of estate planning services, including:
We are proud of the long-term relationships that we have developed with our clients, who have used our services to come up with a customized estate plan tailored to their needs. Our experiences will help guide you through the legal complexities of estate planning and ensure you by making sure there are no holes in your estate plan. To schedule a free consultation with attorney Michelle A. Winter or Liam J. Duffy, contact us online or call our office at 215-822-5266. For your convenience, evening appointments are available.