Probate is the potentially lengthy and costly court process by which a Will is proved either valid or invalid. If you do not create a Will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate.

Without a Will or some other form of legal estate planning, there is the chance that your property may not go where you wish. We can refer you to a qualified estate planning attorney who can assist you in these matters.

Probate is costly in some states, such as Florida and California, whereas Pennsylvania has relatively low Probate costs, however Pennsylvania's inheritance taxes range from 4.5% to 15% at the time of this writing.

Estate planning is a crucial part of planning, we want to help you ensure that your goals during your lifetime and after you pass are met. Therefore, we will help in the education elements so that you understand your options and help work with either an attorney we have used and trust or an attorney that you know and trust. Our involvement is to ensure your entire plan is integrated.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.