1845 Walnut St., Ste 1900 B
Philadelphia, PA 19103
Bucks County Courthouse in downtown Doylestown

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.

FAQs Your Estate Planning Questions Answered

Navigate Estate Planning with Confidence

It helps manage and preserve your assets during your lifetime and ensures efficient distribution after death, reducing legal hurdles.
Clear directives in estate documents prevent disputes by outlining exact wishes for asset distribution.
Utilizing trusts, gifting strategies, and other legal tools can minimize tax liabilities and protect assets.
It involves meeting with an attorney, defining goals, and taking an inventory of assets to create a comprehensive plan.
Tools include wills, various types of trusts, powers of attorney, and healthcare directives.
Regular updates are advised, especially after significant life events like marriage, divorce, or the birth of a child.
Yes, it can strategically manage philanthropic goals while optimizing tax benefits.
Without a plan, state laws will determine asset distribution, which may not align with personal wishes.
Yes, it's crucial for all sizes of estates to ensure wishes are honored and to provide clear guidance for loved ones.
It involves additional considerations like business succession planning and asset protection strategies.

Featured Estate Planning Tips, Articles and News.