Estate and Probate Administration

Estate administration is a complex, detailed and often confusing process. Estate administration has its own legal and tax requirements along with various filing, notice and election deadlines for probate and orphans court. 

In addition, there are various filing and tax elections involving federal and state taxes that require attention. For example, Pennsylvania has its own inheritance tax rules that do not follow federal estate tax rules.  For more details about Pennsylvania tax rules please see my article Pennsylvania Inheritance Tax: The Basics by hitting this hypertext or going to the left hand column of the home page.

Often times, family members, with no legal training, believe that they can handle an estate administration on their own.  By not being aware of various legal and tax requirements, this type of self-representation often creates unknown additional problems for the immediate family and later generations.  In the end, such unknown mistakes can be quite costly to the family. For more on this issue please see my article entitled Estate Administration: Do Not Try This On Your Own.

Our legal, tax and practical experience in estate administration facilitates effective, efficient, responsive and timely estate administration for the family.  We can help avoid costly and expensive mistakes and give peace of mind by providing the comprehensive and necessary legal and tax assistance to families coping with the grief of the loss of a beloved member of the family.