When are you planning to die?

The most useful information to have when doing estate and tax planning is the death of the owner. Of course we don’t know and so an effective plan must incorporate provisions for a range of possibilities. This immediately limits the effective strategies and partially explains the complexity of trust and estate practice. 

Even so, it is valuable for each of us to have an understanding of tax and legal implications and possibilities triggered by our eventual death.

Need more information? Please let me know how to reach you for a free consultation. I serve clients across the country by phone or Skype or can meet in person in the Philadelphia region. Your contact information is not shared with anyone.

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