Estate planning for your future

It is true, death and taxes are inevitable. But proper planning will ensure that your family is cared for and your assets are preserved for them. Planning for your family’s future is crucial for everyone. All adults should strongly consider having a will in place and keeping it updated to reflect your life’s circumstances. Appropriate planning can avoid problems for your children, achieve tax savings, and give you peace of mind that you are prepared for the inevitable.

All Adults should have estate planning documents in place.

  • Do you have children?
  • Do you own a home?
  • Do you own a business?
  • Do you have a career?
  • Do you have older family members who you will be assisting in their golden years?

If so, you should strongly consider having a will, a general power of attorney, medical powers of attorney and directives and possibly trusts. We will take care of all of it for you.

Call us to review your circumstances 717-560-6330 Ext: 0

Estate Administration

When people pass away, there are legal requirements and protocols that must be followed in order to wind up a person’s affairs. We work with your estate’s representative to be sure that all details are completed and appropriately managed, file final tax returns and distribute your property in accordance with your final wishes. The process is one that most executors have never been involved with before. We have guided many families through the probate and administration process and we will help your executor navigate the waters and avoid the pitfalls too.

Get In Touch