A complete Pennsylvania estate plan
Every plan is built from the same core documents, scaled to fit your family, your assets, and what you want to accomplish. Here is the full menu — most clients need a coordinated subset.
Last Will & Testament
A will is the foundation of every Pennsylvania estate plan — and the document most people get wrong.
Read more →Revocable Living Trusts
A revocable living trust is how Pennsylvania families avoid probate without giving up control.
Read more →Irrevocable Trusts
Irrevocable trusts trade control for protection — from creditors, long-term-care costs, and Pennsylvania inheritance tax.
Read more →Durable Power of Attorney
If you don't have a current Pennsylvania power of attorney, your family's only option is guardianship court.
Read more →Healthcare Directives & Living Wills
A living will tells doctors what you want. A healthcare power of attorney lets someone you trust speak when you cannot.
Read more →Special Needs Trusts
A direct inheritance can disqualify a loved one with disabilities from the benefits they depend on. A special needs trust prevents that.
Read more →Medicaid Asset Protection Planning
The average Pennsylvania nursing home costs over $130,000 a year. Without planning, that bill comes out of your estate first.
Read more →Business Succession Planning
Most family businesses do not survive the second generation. Most of those failures are estate planning failures.
Read more →Digital Asset & Cryptocurrency Planning
If your heirs cannot find your seed phrase, your crypto is gone. Forever.
Read more →Talk with a Pennsylvania estate planning attorney.
Most plans take two meetings. The first is a consultation — clear, honest, and free of pressure.