Phoenixville, Pennsylvania Estate Planning Lawyers
Dedicated & Experienced Pennsylvania Estate Planning Counsel & Representation!
Comprehensive estate planning and probate services. Free consultation. Call now!
Experienced & Skilled Attorney! Counsel & Advocacy for Estate Planning Needs!
Experienced & Successful Estate Planning Counsel! Skilled Legal Representation!
• John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements) premier and prestigious Attorney and Counselor at Law. •
• He has amassed over 60 prestigious professional awards and over 5000 client reviews and endorsements.
• Mr. Whalen concentrates his three decade career in the legal areas of Pa Probate, Pa Last Wills, Pa Estates, and Pa Estate Settlement.
• Mr. Whalen provides brief free initial consults all seven days, requires a one hour ($450.00) consult fee paid in advance for...
Stephanie’s customized approach to estate planning provides her clients with personalized attention to address their unique circumstances. Stephanie reviews all elements of her clients’ financial and personal situations with attention to detail, which enables her to plan accordingly so her clients’ wishes are fulfilled. She works closely with her clients to create a seamless process of passing down their legacies and protecting their heirs.
She earned her Masters of Law (LL.M.) in Taxation and a Certificate in Estate Planning from Villanova University School of Law....
Mr. High also practices in the area of estate planning, particularly in the administration of complex estates, will drafting, the creation and...
Pennsylvania Estate Planning Lawyer with 21 years experience
Jenn has served as an author and panelist on various Pennsylvania Bar Institute seminars and Pennsylvania Continuing Legal Education lectures and has written about the authority granted to plenary guardians of the person. She...
Ms. Sallen has also spent several years working as a political consultant, lending her services to local, congressional, state, and...
Mr. Maroto primarily concentrates his attention on the Firm’s growing business and estate law areas of practice and caters to those clients whose cases present problems...
Widener University Delaware School of Law
Ms. Manning brings a balance of compassion and understanding to her clients along with her business background to provide well-rounded options and alternatives for important life decisions. She also completed the Darkness to Light Stewards of Children training and has a passion for protecting and advocating for children.
Prior to joining Bloom Peters, LLC, Ms. Manning was an attorney for firms in Delaware and Philadelphia focusing on estate planning, estate administration, business and franchise law....
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Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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