Making the law work for you
Inheriting an estate or a trust comes with great responsibility. Your inheritance will be secured through assets' protection, and planning and management. We will walk you throughout all the legal and financial procedures required to implement a person's will, pay PA inheritance tax, and protect you and the creditors. Most estates involve probate, but some are administered without formal probate.
Proof of will validity in court
Identifying/inventorying deceased person's property
Distributing remaining property as the will directs
*Avoiding probate is less important in PA than in some other states
Certified in Estate Planning and has over 15 years of experience.
Implement a person's will
Pay PA inheritance tax
Protect creditors and heirs
Minimize PA and federal state, inheritance, and income taxes
Preparing tax returns for those taxes
Disclaimer to adjust the estate planned
Distributing the notices required by PA law and closing the estate on time to distribute the assets to the heirs.
Schedule your FREE 30 minute consultation today.