Last Will & Testament

 

Most (if not all) people should have a will. Wills can distribute your property, name an executor to wrap up your estate, and name guardians for your children. Having a will also means that you, rather than Pennsylvania law, get to decide who cares for your children and receives your property, investments, and belongings when you pass away.

 
Jim works closely with his clients to write their last will and testament so that nothing important is missed in regard to their finances, wishes, and legacy.

Living Will

 

A living will, also known as an Advance Healthcare Directive, states your wishes regarding treatments and procedures in the event that you cannot communicate them yourself. Having a living will spares your family the anguish of making life-support decisions without your input.

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Jim helps clients understand what this document does and does not accomplish and ensures their wishes are memorialized.

Power of Attorney

 

Of the three documents typically included in estate planning, a General Power of Attorney may be the most significant. This document empowers a person(s) to act on your behalf, and you can grant broad or narrow powers.

 

Jim will thoroughly explain the details and choices within your power of attorney and suggest how to ensure both its availability and security for future use.

Probate | Testate & Intestate

 

The probate process can be tricky - especially when finances and family conflict comes into play. However, with Jim at your side, he can expertly help you through the probate process.

If you're dealing with disputes between beneficiaries and personal representatives, the sale of any estate property, or distributing the deceased party’s assets, Jim will calmly guide you in opening, administering, and closing probate - whether your loved one passed with a will (testate) or without (intestate).