Estate Planning That Makes Sense for You
Estate planning is not just about documents. It's about making sure your wishes are carried out and your family knows what to do when they need to.
Estate Planning Services
A well-designed estate plan ensures your wishes are honored and your loved ones are protected
Drafting
Wills
Trusts (revocable and irrevocable)
Powers of attorney
Living wills/healthcare powers of attorney
Deeds and transfers
Other estate planning documents
Gifting and Succession Planning
Estate reviews and outlines
Identifying the appropriate times or amounts to gift
Transfer your business to the next generation or sell it and pass the wealth
Estate and gift tax planning and gift tax returns
Working in concert with other professionals including wealth managers, insurance brokers, financial planners, accountants, and other financial professionals
Meet your financial goals through retirement
Wealth Management
Address
108 Woodside Road
Haverford, PA 19041
Contact Info
Phone: 610-686-7575
Fax: 610-672-9800
info@pozlaw.com
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