Protect and Preserve Your Estate with a Proper Plan
You have made sacrifices and worked too hard to not have as much of your assets got to your loved ones as possible. A poor decision, or no decision can allow as much as 50% of your estate to be lost to various federal, state and local taxes not to pension the cost of probate.
A simple first step we take is to make sure all of your assets are titled correctly, so when you pass they can transfer as simply as possible. But we will help you determine what and who is important to you and coordinate with trusted experts in their field to craft a plan that will allow as much to transfer as possible with the least amount of taxation and expense.
As part of your planning and really getting to know you, we will help you determine exactly what you want to happen. We will clarify your vision for your estate and create a simple, easy to follow plan.
We work with some of the best legal and Elder Law professionals in the region. And we will use their expertise and services to implement the necessary steps and take care of the legal side of things.
Family situations can change over time. We will help you keep your plan up-to-date as time goes on. Whether it's new family members or a change in life's circumstances, we will be here to help you make the changes you want.
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Contact
- 5700 Corporate Drive, Suite 485 Pittsburgh, PA 15237
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412.838.9643
- [email protected]
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