Services

Wills

  • Why do I need a Will?

  • Why Can’t I Just Print a OneFrom off the internet or buy a Will Kit?

  • The decision concerning the distribution of your property at your death is one that you should make carefully after discussing your needs and desires thoroughly with an attorney. We will discuss with you the consequences of your decisions as well as prepare a document that fits your needs. The made to order Wills will not do that. The decisions are too important to leave to impersonal software. You cannot ask questions of a computer. Internet forms may not reflect current laws. Also, forms may not have Pennsylvania specific laws and language.

  • You need to consider: property that will pass to others outside of your Will, inheritance tax issues, including how they are to be paid, the impact of changes in circumstances after you write your Will and the rights/duties you are granting to the party who will act as the executor of your estate.

  • What happens if I die without a Will in the state of Pennsylvania?

  • If you die without a will YOU do not decide where your assets go-the State does/YOU do not select your Executor-the person appointed as Administrator may be someone you would rather not have in that position. The result may not be one that reflects your wishes. There also may be adverse tax implications.

Power of Attorney

  • What does it do?

  • It allows someone to make business decisions for you if you become legally incapacitated. This power includes the right to sell real estate, borrow money, buy or sell stocks, pay your bills and manage your affairs.

  • Things to consider when deciding if you want a power of attorney: Are you willing to give this authority to someone at this time? Who do you appoint as your agent?

Living Will

  • What does it do?

  • A Living Will (also known as an Advance Health Care Directive) is a way for you to set out your choices regarding medical treatment if you are unable to make or communicate your wishes at the time of treatment.

  • You can also use this document to appoint someone to have the authority to consent to medical procedures and care on your behalf. A Living Will expresses your treatment decisions beforehand relieving family and friends of this responsibility.

  • We also prepare Living Wills that comply with the directives of the Catholic Bishops of Pennsylvania. This is an important decision. We will help you consider the risks and benefits and make the right decision.

  • This is an important decision. We will help you consider the risks and benefits and make the right decision.

Estate Administration

  • Estate administration is the process followed to settle the affairs of a deceased person. The responsibility falls to the executor named in the deceased’s will, if the deceased had a will, or to an administrator if the deceased did not have a will.

  • If you are the executor or administrator I can assist you in fulfilling your responsibility. While, the task can be daunting, I will guide you through it step by step. Whether the deceased died with a will or without, the first step will be filing the appropriate paperwork with the Register of Wills in the correct county. Once the paperwork is filed and accepted, you as executor or administrator will be authorized to act on behalf of the estate. Your responsibilities will include notifying beneficiaries, publishing notice in the appropriate publications, gathering assets, reviewing and paying appropriate claims, filing an inheritance tax return, etc.

  • I will work with you to determine what items you wish to handle personally and which items you prefer that I handle. This method allows you to better manage the expense of the estate administration.