An estate is the total property, real and personal, owned by an individual prior to distribution through a trust or will. Real property is real estate and personal property includes everything else, for example cars, household items, and bank accounts. Estate planning distributes the real and personal property to an individual's heirs.
Estate planning is the process by which an individual or family arranges the
transfer of assets in anticipation of death. An estate plan aims to preserve
the maximum amount of wealth possible for the intended beneficiaries and flexibility
for the individual prior to death. A major concern for drafters of estate plans
is Federal and state tax law. Additionally, an important component to an estate
plan may be the designation of persons to fill important positions such as guardian
for a minor child.
Wills and trusts are common ways in which individuals dispose of their wealth.
Please contact us to arrange for a consultation to
discuss your case.
Locations:
Main Office:
1288 Valley Forge Road
Suite 63
Valley Forge, PA 19482-0952
Phone: 610-933-9444
Fax: 610-933-3616
310 North High Street
West Chester, PA 19380
Phone: 610-696-8066
Fax: 610-696-6440
Toll Free Phone Number: 888-815-1567
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