Estate Planning & Administration

Many of us work for a lifetime to build up our assets. We enjoy our way of life and want to pass the wealth we have worked hard to accumulate on to our children. Unfortunately, there are many hazards from taxes to expensive lawsuits, that can trip up even the most well-prepared individuals and reduce the amount that they can bestow upon their loved ones. No matter what your family situation or wealth, proper estate planning at an early stage can help avoid many headaches later.

From wills to trusts and powers of attorney to advanced care instructions, the experienced estate planning attorneys at Raffaele Puppio can help you prepare all the documentation you need in Delaware County to set your affairs in order in the event of unfortunate circumstances. We have the knowledge and skill necessary to understand your needs and handle the unique complexities you may face. When you need to update your plan, we will be there every step of the way to help you with the changes.

Even young or unmarried people should prepare for the dispersal of their assets with a proper estate plan. If you have a retirement plan or an expensive piece of property such as a home or automobile, it is best to lay out a plan to see that your wealth goes to family members or friends rather than to government agencies or tax collectors. Take the time to create an estate plan today and ease the burden on your loved ones tomorrow.

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From The Blog

  • What to Consider When Creating an Estate Plan in Pennsylvania

    July 24, 2018

    Though difficult to think about, some day each of us will pass away and our loved ones will be left to pick up the pieces. Estate planning is the process of completing certain tasks in order to prepare an individual’s assets in the event that he or she becomes incapacitated or passes away. The plan... Read More...

  • When is the Right Time to Consult an Elder Law Attorney in Pennsylvania?

    April 13, 2018

    Much like wisely deciding to repair the tattered roof of your home to protect against a surprise thunderstorm, the best time to contact an elder law attorney to adequately address the future needs of aging parents, a spouse or yourself is today. Long-term care arrangements are too often placed on the backburner of life’s priorities.... Read More...

  • Will the Right Heirs Inherit Your Estate?

    March 29, 2018

    As emotionally unsettling as your death would be to your spouse, children and extended family, its impact would have additional ramifications should you die without having drawn up a will. Whether young or old, fit or infirm, having a valid will or other binding declaration ensures that the assets you accumulated over a lifetime will... Read More...

  • Understanding Special Needs Trusts in Pennsylvania

    March 22, 2018

    If you have a child with a disability who is unlikely to become financially independent, no doubt you already have begun to think about what would happen to him or her when you die. Fortunately, an estate planning option called a Special Needs Trust is available in Pennsylvania. Through a Special Needs Trust, you can... Read More...

  • What Does It Mean to Serve As An Estate Administrator After Someone Dies In Pennsylvania?

    March 14, 2018

    If a close family member or friend has died and named you as the executor of his or her will, no doubt you consider it a great honor. After all, this person considered you a trusted person in life. You will want to serve the departed dutifully now that he or she can no longer... Read More...

  • Understanding Trusts as a Tool in Estate Planning in Pennsylvania

    July 28, 2017

    Often confused with wills, trusts are a frequently misunderstood tool for estate planning. Though trusts and wills are often connected within an estate and have some abilities in common, they are two different legal documents. Like a will, a trust comprises a list of property and names people or entities who are to receive that... Read More...

  • Roles and Responsibilities of the Administrator of a Will in Pennsylvania

    July 13, 2017

    If you have been entrusted with the responsibility of administering the estate of a recently deceased family member or friend, it is helpful to know in advance the range of duties that will be expected of you. Administering a will as the estate’s executor can take upwards of six months, or even years, and will... Read More...

  • Is an Estate Required to Repay DHS for Medical Assistance Under Pennsylvania’s Medicaid Estate Recovery Program?

    May 31, 2017

    If the Pennsylvania Department of Human Services (DHS) provides medical assistance to an individual who is over 55 years of age, DHS shall have a claim against that person’s estate to recover the cost of the medical assistance. DHS’s claim against the decedent’s estate includes the cost of nursing home care, home and community based... Read More...

  • Estate Planning Tips During a Divorce

    October 14, 2016

    For most, a divorce is a foreign, complex and highly emotional process. Once a party has decided to divorce or has been served with a divorce complaint, the issues that take the forefront are the ones which affect a party’s everyday life – how will expenses be paid, where will each party live, how often... Read More...

  • You Can Still Use Common Law Marriage to Reduce or Eliminate PA Inheritance Tax

    June 29, 2016

    Under Pennsylvania Estate Law, anything that you inherit from your non-spouse, significant other after his or her death will be taxed at a rate of 15% by the Pennsylvania Department of Revenue. However, if you can prove that you were the common-law spouse of the deceased, anything that you inherit will be taxed at a... Read More...