Estate Planning Services

Estate planning is our holistic approach to organizing your personal and financial affairs to accomplish the quality retirement you have worked for while protecting your family and finances. Without proper plans in place, if disability robs you of your decision-making, your family will end up in court to establish guardianship.

Protect Your Retirement

  • Determine who to name as your agent under power of attorney and what powers to grant them
  • Choose your health care advocate and explain the use of advance directives during end-of-life decisions

Protect Your Family

  • Address your desires to transfer wealth to your family or vulnerable loved ones
  • Minimize the effect on taxes for you, your estate and your family

N. & C. P Philadephia, PA

"We appreciate how smoothly the entire process went."
2015-01-24T08:56:12+00:00
"We appreciate how smoothly the entire process went."

C.N. Furlong, PA

"I cannot express enough thanks and gratitude for all of the work your team accomplished. More importantly, I know my mother is extremely thankful.”…”I remember the first contact call I made with you. You took charge of the situation and battled to victory for my mother.”
2015-01-24T08:57:12+00:00
"I cannot express enough thanks and gratitude for all of the work your team accomplished. More importantly, I know my mother is extremely thankful.”…”I remember the first contact call I made with you. You took charge of the situation and battled to victory for my mother.”

L.G. Perkiomenville, PA

“Thank you for your hard work. You have been so helpful with things that are certainly stress-producing.”
2018-05-28T18:00:32+00:00
“Thank you for your hard work. You have been so helpful with things that are certainly stress-producing.”

L.G. Cheshire, CT

“Thank you for all your valuable information at our consultation. My mom feels very comfortable with you, which, makes my sister and I very happy."
2018-05-28T18:00:58+00:00
“Thank you for all your valuable information at our consultation. My mom feels very comfortable with you, which, makes my sister and I very happy."

Our Services

Our mission is to provide the best service, care and match
for you and your family


Need to have your outdated estate reviewed? Don’t have estate plans established yet?