The process of managing the property and assets of a deceased family member or friend often requires the careful guidance of an experienced professional, particularly as the incorrect or untimely payment of the estate’s obligations, such as taxes and personal debts, creates unnecessary expenses that may become the responsibility of the person who makes the error.
Planning for the eventual transfer or management of your own possessions and property is also a process that requires meaningful decisions with the direction of an experienced Pennsylvania estate planning attorney.
Pennsylvania estate and probate matters that Attorney Nilson works with include:
- Probating Pennsylvania wills and opening intestate estates
- Petitioning for appointment as the executor or administrator
- Enforcing beneficiaries’ and heirs’ rights to estate property and assets
- Transferring the deceased’s house, real estate, accounts, and personal possessions
- Pennsylvania Resident and Nonresident Inheritance Tax Returns
- Entering safe deposit boxes
- Petitioning for the settlement of small estates
- Asserting claims against an estate
- Payment of inheritance tax due on joint bank accounts and jointly owned real estate
- Trust administration
Attorney Nilson also works with evaluating and preparing the following Pennsylvania estate, trust, and probate documents:
- Last Will and Testament
- Codicil to a Last Will and Testament
- Durable Power of Attorney, including Health Care, Financial, Combined, and Springing
- Termination and Revocation of a Power of Attorney
- Family business succession planning
- Revocable Trusts and Non-Revocable Trusts
- Irrevocable life insurance trusts
- Living Wills/Advance Health Care Directives