Planning for the future is something we all need to think about, even if it sometimes feels a little daunting. Estate planning in Doylestown, PA, isn’t just about getting your affairs in order. It’s ensuring your family is well taken care of when you’re not around and helps avoid family disputes, uncertainties about your final wishes, and spares your loved ones the emotional strain that comes with intestacy.
A clear estate plan also helps your family avoid legal battles, unexpected taxes, and delays in transferring assets.
At Petrelli Previtera, LLC, we work with families just like yours to create estate plans that fit their needs. Schedule a consultation with our award-winning team and they’ll help you handle all estate planning-related matters with as little hassle as possible.
Our Estate Planning Attorneys in Doylestown, PA
At Petrelli Previtera, LLC, we help families in Doylestown with all their estate planning needs. Whether you’re planning ahead or dealing with a loved one’s estate, we’re here to guide you through the following:
Wills
A well-drafted will ensures your assets are distributed according to your wishes after your passing. It prevents confusion and conflicts among family members and gives you the peace of mind that everything is handled the way you planned.
Without a will, the law of intestate succession takes over. This means the state of Pennsylvania decides how your property is divided, potentially leaving your loved ones without the support they need.
Trusts
Trusts give you control over how your assets are managed and passed on. Creating the right trust can help you avoid the burden of probate and make this process much smoother for your family.
Whether you need a revocable trust for flexibility in managing your estate or an irrevocable trust to better protect your estate and minimize taxes, we’re here to help.
Powers of Attorney
A power of attorney helps ensure that your financial and medical decisions are in trusted hands if you’re unable to make them yourself.
Our estate planning attorneys help you appoint a financial power of attorney to handle your financial affairs and a healthcare power of attorney to make medical decisions on your behalf.
Living Wills and Advance Directives
Living wills and advance directives let you share your medical care wishes if you are unable to communicate them, in the event of a serious medical issue.
They take the pressure off your family by guiding them on what you want, so they don’t have to make tough choices during such a tough time.
Probate and Estate Administration
Dealing with the probate process and estate administration can feel like a lot to handle, especially after losing a loved one.
You can rest assured that our team will support your estate executors and beneficiaries, and help them manage everything smoothly and with less stress. We’ll ensure that every step of the probate process complies with Pennsylvania law.
Why Our Award-Winning Attorneys Will Help You Plan Your Estate
Life is constantly changing, and so should your estate plan. Major life events such as marriage, the birth of a child, divorce, or acquiring new assets may require your estate plan to change. If you fail to update it regularly, it may no longer reflect your current situation, leaving your loved ones vulnerable to legal complications.
Here’s why at Petrelli Previtera, LLC, we encourage our clients to review their estate plans regularly:
- Protect and distribute your assets according to your wishes.
- Shield your estate from unnecessary taxes and creditors.
- Help your loved ones avoid the lengthy and costly probate process.
- Reduce the likelihood of disputes among family members.
- Give you more control over your healthcare and financial decisions.
- Provide for your minor children.
- Help ensure the smooth transition of your family business.
- Support charitable causes.
As you can see, the benefits of an estate plan cannot be overstated. Experience these and more benefits by working closely with our award-winning Doylestown attorneys to ensure that your estate plan is always current per your wishes.
We Always Take a Client-Centered Approach to Your Case
We understand that no two families or individuals are alike, which is why we take a personalized approach to every estate plan we create. Our attorneys listen carefully to your unique concerns, goals, and family situations to provide a solution that only fits your specific wishes.
Rather than take a one-size-fits-all approach, we tailor every interaction to you so we can design every detail of your estate plan to meet your specific needs.
Steps We Take in Handling Your Estate Plan
- Initial consultation: We get to know you, your family, and your financial situation. During this meeting, we’ll discuss your goals, review any existing documents, and identify your primary concerns.
- Assess your needs: We then conduct a comprehensive assessment of your estate planning needs and explain various estate planning tools.
- Design a customized estate plan: With a clear picture of your goals, we begin designing a plan tailored to your specific situation and preferences.
- Review and feedback: We review the estate plan draft with you in detail to ensure it aligns with your wishes. We welcome your feedback and adjust the plan accordingly to reflect your goals.
- Execute legal documents: Once we finalize the plan, we guide you through the legal process of signing and executing all necessary documents according to Pennsylvania’s law.
- Provide ongoing support and updates: We believe in building long-term relationships with you and encourage reviewing the plan regularly. Our attorneys are always available to update the plan as your life evolves, ensuring it stays current and effective.
Understandably, this process can be overwhelming. That’s why at Petrelli Previtera, we’re committed to making the estate planning process comprehensive, centered around you, and most importantly, as simple as possible.
Common Estate Planning Questions
Do I need a will if I have a trust?
A trust can help manage and distribute certain assets, but it’s important to have a will to ensure all your property is covered. A will addresses any assets not included in the trust and designates guardians for minor children.
How often should I update my estate plan?
You should review your estate plan every few years or after significant life changes, such as marriage, divorce, the birth of a child, or acquiring new assets. Keeping your estate plan up to date ensures your wishes are always reflected accurately.
What happens if I die without a will in Doylestown, PA?
If you pass away without a will, Pennsylvania’s intestacy laws will determine how your estate is divided. This may not align with your wishes, and your loved ones could face a lengthy and costly legal process.
Can I avoid probate in Doylestown, PA?
Yes, with the right estate planning tools, such as trusts, you can avoid probate for many assets. Our attorneys will help you create a plan that minimizes or eliminates the need for probate, saving your family time and money.
How does Pennsylvania’s inheritance tax affect my estate?
Pennsylvania imposes inheritance taxes on estates, but the rate varies depending on the relationship between the deceased and the beneficiary. Our attorneys can help you navigate these tax implications and structure your estate to minimize taxes.
Why Choose Petrelli Previtera for Estate Planning in Doylestown, PA?
Here’s why Petrelli Previtera, LLC is trusted by families and individuals across Doylestown:
- Award-winning team with accolades such as the 5000 mention, Super Lawyers recognition, and Martindale-Hubbell’s Gold Client Champion Award.
- We provide tailored legal solutions.
- In-depth knowledge of Pennsylvania estate planning law.
- We’re committed to clear, compassionate communication every step of the way.
- Our firm has received over 200 five-star client reviews.
You’ve raised a wonderful family, worked hard to accumulate several assets, and built a legacy. You can entrust our award-winning Doylestown attorneys to help you protect and handle all these according to your wishes and per Pennsylvania estate planning law.
Take the First Step Toward Protecting Your Future
Estate planning is one of the most important steps you can take to protect your family’s future. Don’t leave it to chance; secure your legacy today by scheduling a consultation with one of our experienced estate planning attorneys in Doylestown, PA.
Whether you need help drafting a will, setting up a trust, or navigating the probate process, Petrelli Previtera, LLC is here to guide you every step of the way. Contact us today at (267) 938-4480 or schedule your consultation online. You can also visit our Doylestown office at 123 N Broad Street, Doylestown, PA 18901