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Ancillary Estates

An ancillary estate proceeding is a secondary proceeding to appoint an estate representative, in a state other than the initial “home state.” The home state is the state where the decedent was domiciled and where the initial probate or administration proceeding was brought.

Will And Trust Preparation

Will and trust preparation encompasses everything from the preparation of simple wills between a husband and wife (with children) to wills that set up tax-saving trusts for the benefit of future generations. Our trust preparation services also include irrevocable trusts for the preservation of assets, living trusts, and representation concerning trustee appointments and tax consequences.

Estate And Probate Administration

Estate and probate administration is complete representation in the probate process. This begins from the initial probate of the will to set up the “estate account.” We help you with locating assets, payment of creditors, and filing of Pa. Inheritance Tax Return and Federal Tax Return (Form 706). Our law offices utilize a fully computerized tax return preparation and inventory. Also, we advise on pre-death tax planning to reduce probate administration.

Durable Powers Of Attorney And Living Wills

We will conduct the preparation of durable powers of attorney which contains the extensive powers to act on behalf of a family member. Our services also include the preparation of “Living Will” following the Advance Directive for Health Care Act, which directs when doctors should refrain from certain surgical and medical procedures according to the request of the patient.

Trusts: Revocable And Irrevocable

The simplest difference between the two is that assets remain in the grantor’s estate in a revocable trust but move out of the estate in an irrevocable trust. The primary reasoning behind the irrevocable trust is that there are many good reasons for clients to want to move assets out of their estate.

Schedule an appointment any day of the week.

Trusted, Knowledgeable and Experienced Since 1951