Doylestown, PA
1845 Walnut St., Ste 1900 B
Philadelphia, PA 19103
Philadelphia, PA 19103
How We Help Our Clients
Securing Your Future: The Power of Estate Planning
Estate planning is more than just a legal necessity; it’s a step in safeguarding your legacy. At Estates Done Right, we support clients in wealth preservation during life and beyond, ensuring minimal conflicts among heirs and protecting your assets from taxes and other claims. Our comprehensive services include:
About Us and Our Team
Award-Winning Firm, Over a Decade of Experience
Welcome to Estates Done Right – where experience and excellence converge. Our team, known for its award-winning services, brings over a decade of expertise in estate planning. We’re committed to delivering personalized solutions and peace of mind.
Thomas J. Petrelli, Jr.
CEO
Melinda M. Previtera
Partner
April M. Townsend
Attorney
FAQs Your Estate Planning Questions Answered
Navigate Estate Planning with Confidence
How does estate planning support goals like wealth preservation?
It helps manage and preserve your assets during your lifetime and ensures efficient distribution after death, reducing legal hurdles.
How can estate planning minimize conflicts among heirs?
Clear directives in estate documents prevent disputes by outlining exact wishes for asset distribution.
What strategies are used to protect assets from taxes and claims?
Utilizing trusts, gifting strategies, and other legal tools can minimize tax liabilities and protect assets.
What is the estate planning process?
It involves meeting with an attorney, defining goals, and taking an inventory of assets to create a comprehensive plan.
What are the main tools used by estate planning attorneys?
Tools include wills, various types of trusts, powers of attorney, and healthcare directives.
How often should I update my estate plan?
Regular updates are advised, especially after significant life events like marriage, divorce, or the birth of a child.
Can estate planning help with charitable giving?
Yes, it can strategically manage philanthropic goals while optimizing tax benefits.
What happens if I don’t have an estate plan in place?
Without a plan, state laws will determine asset distribution, which may not align with personal wishes.
Is estate planning important for small estates?
Yes, it's crucial for all sizes of estates to ensure wishes are honored and to provide clear guidance for loved ones.
How does estate planning differ for business owners?
It involves additional considerations like business succession planning and asset protection strategies.
