We Listen.

A Failed Family Limited Partnership

Family Limited Partnerships A family limited partnership can clearly be a great estate and business-planning tool but if it is drafted or implemented incorrectly it could cost you money and headaches.  Family Limited Partnerships allow families to own and operate a business or series of investments as part of an executor estate plan …

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Is It A “Probate Asset” Or Not?

The Answer May Not Always Be What You Expect Simply “Probate” means at death an estate (the deceased person’s property) is administered and supervised by the court, often called probate court. The court will make sure the Last Will is administered correctly and if there is no will state law is followed by a court …

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U.S. Rep Ross Wants To Kill The Estate Tax

Ross along with a small pro- agriculture group of legislatures wants to eliminate the federal estate tax. In the past year there has been a surge of enthusiasm for the repeal of the federal estate tax as congress tried to figure out what do for 2011 and 2012. This past  December  congress approved legislation that …

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Marcellus Shale – Neutral and Reliable Sources of Information

Has Marcellus shale changed the issues faced by your family? Do you want or need better sources of neutral information on the issues you now face? Families with mountain property, vacation homes, and hunting camps located in regions rich in marcellus shale gas deposits are now faced many difficult decisions ranging from: * How will …

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Can Estate Planning or Will Make Your Spouse Happy?

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies.  They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …

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Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …

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West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
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P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069
Paoli, PA
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Paoli, PA 19301
(610) 240-0750