Areas of Practice

  • Estates Not Subject to Federal Estate Tax
    • Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
    • Complex Wills.
    • Revocable and Irrevocable Trusts.
    • Special Needs Trusts.
    • Medicaid Planning.
    • Documents to fit the Client’s Unique Situation.
  • Estates Subjectfederal Estate Tax
    • Asset Review.
    • Estate Plan to Minimize or Eliminate Federal Estate Tax.
    • Tax Saving Transfers.
    • Formula Unified Credit/Marital Trust Wills.
    • Family Limited Partnerships.
    • Qualified Personal Residence Trusts.
    • Charitable Trusts (Lead Trusts and Remainder Trusts).
  • Estate Lawyer in Philadelphia
    • Preparation of All Probate Documents.
    • Preparation of All Transfer and Fiduciary Income Tax Returns.
    • Collection of Assets and Payment of Obligations.
    • Maintain Records.
    • Recommend Tax Savings Strategies.
    • Preparation of Accounting and Closing Documents.
    • Prepare Federal and State Fiduciary Income Tax Returns.
  • Philadelphia Estate Attorney
    • Will Contest Before the Register of Wills and Orphans’ Court.
    • Objection to Accountings.
    • Surcharge Issues.
    • Defense of Fiduciaries.

Philadelphia last will & testament

A last will and testament is a legal document that you must create with an attorney in order to have your assets and estate transferred to your beneficiaries in the event of your death. Our Philadelphia last will & testament services will easily walk you through the process of setting up your own last will and testament to make sure your estate is properly planned and managed and distributed according to your wishes.

The Philadelphia last will & testament services we provide will allow you to decide on the following factors:

  1. Who will become the executor over your estate? Would you like it to be one of your loved ones or do you prefer to have an attorney be the executor?
  2. Who would you like to have power of attorney over medical decisions? This is another important decision to make as this person will be in charge of getting you set up with a nursing home and holding true to your final wishes.
  3. Where would you like your property to be distributed? Do you want it sent to your heirs or would you like to donate it?

There are so many factors that play into the conditions and terms of your Philadelphia last will & testament to make sure it is legitimate and that everything will transfer over the way you desire after you pass away.

Quite often a Philadelphia last will & testament will require additional information such as appointing a legal guardian for your children in the event of your death and the transfer of assets to your underage children. The last will you set up will be called a “pour over will” which generally handles manners pertaining to underage children such as appointing the legal guardian and transferring funds to them to pay for their cost of living expenses, college education, etc.

Creating a last will and testament is complex process. Some people try to create them on their own using software and other things. While you do have this option, you may not realize that this is not considered a legal will and your beneficiaries can contest it. Your best option is to meet with one of our last will and testament attorneys to handle all of the legal matters and to ensure your last wishes are properly carried out.

Contact Us

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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