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Estate Planning

Preserve your intergenerational wealth by preparing in advance.

Safeguard your family's legacy.

The goal of estate planning is to ensure your hard-earned assets are distributed according to your wishes and in a manner that minimizes taxes, delays, and legal disputes between your loved ones.
 

Avoid the consequences of the Commonwealth of Pennsylvania deciding how to distribute your home and precious personal belongings after you pass. We specialize in the tools and instruments that will safeguard your family's legacy.

Financial Power of Attorney

Advance Healthcare Directive

Healthcare Power of Attorney

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Effective estate planning is an ongoing process over years of your life.

We endeavor to build strong, long-term relationships with you by deeply listening to you and working to understand your desired legacy. A focus on a long term relationship, by periodically checking in with you, enables us to know when your legal affairs need to be updated.

Our service is unique because we believe it is best to meet in your home. You being on your home turf enables you to more easily share the details of your unique relationship with each of your beneficiaries.

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