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ESTATE PLANNING AND ADMINISTRATION

Estate Planning & Administration
Proper estate planning is essential to assure the financial security of your loved ones. An estate plan may include a Living Trust, Will, Business Power of Attorney, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will Declaration. Properly drafted estate plans memorialize your wishes and intentions and assure that they will be followed. J. Dennis Previte can help you draft, implement and upkeep any estate plan, including the preparation of:

  • Wills
  • Living Trusts
  • Business Powers of Attorney
  • Financial Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Will Declarations
  • Advanced Life Care Declarations
  • Guardianships and Conservatorships
  • Federal Estate Tax Planning Documents
  • Irrevocable Living Insurance Trusts

Estate Planning Consultations

Consultations regarding preparation of Last Wills and Testaments, Living Trusts, Irrevocable Life Insurance Trusts, Business Power of Attorney, Financial Power of Attorney, Healthcare Power of Attorney, Living Will, Declarations, and Advanced Life Care Declarations.

Estate Administration Consultations

Consultations regarding the opening of a deceased person’s estate, collection of information regarding assets and liabilities to be administered through the court system, preparation of an Inventory, Inheritance Tax Return and Accounting to be approved by all parties in interest to facilitate distribution of assets to beneficiaries named in the Decedent’s Last Will and Testament or the Heirs at Law identified under the Intestate Law of the Commonwealth of Pennsylvania.