In partnership with a local attorney, we offer comprehensive estate planning services in Washington County Pennsylvania and surrounding areas. We can assist you in understanding the issues inherent in planning the transfer of your assets.

Dealing with the loss of a loved one is stressful enough but not knowing what to do after a person has passed away poses an additional burden on a family.

Determine the level of stress on your loved ones

We address tax planning, trusts for heirs such as children and grandchildren, charitable giving, selection of executors and trustees and asset titling. We can arrange for the preparation and execution of all estate documents including durable power of attorney for assets, durable power of attorney for health care and living will.

The key to making the right decision for your particular situation is information about the potential advantages and disadvantages of each option.  For example, since probate has significant drawbacks, including complexity, cost, lack of privacy, delay, and danger of unintended disposition, most of our clients prefer to avoid it by using other estate alternatives.  The more popular alternative for many people is the living trust.

A living trust has become popular for many reasons, including greater organization, greater assurance of complete probate avoidance and lower total cost than probate.

Key aspects of our strategy

Understanding the issues inherent in planning the transfer of your estate to your heirs.

You can appoint who you want in the event of your incapacity or incompetency.

Avoiding delays by speeding up the distribution of your assets to your heirs.

Surprising Facts at a Glance

Social Security Income

Percentage of an average wage earner’s income after retiring that is replaced by Social Security.

Will or Trust?

Percentage of survey respondents in the 53 to 71-year-old age group that have a will or living trust.

Long-Term Care

Percentage of people over 65 that can expect to use some form of long-term care.