Focused on your estate planning needs, Management of Milestones, LLC provides clear, effective estate planning assistance to clients who need to create a will or estate plan as well as clients who have already devised a will or trust but have additional estate planning needs.
Estate Planning
Management of Milestones, LLC
Simple estate planning includes the preparation of a basic will, living will (advance health care directive), and durable power of attorney.
Advanced estate planning includes preparation for complex issues and complicated family situations like a second marriage, a family business, or child(ren) with special needs. This type of planning may require the establishment of a trust to manage finances, distribute assets, or create tax savings as the principal consideration.
Estate planning can be complicated by many variables such as difficult family situations, liquidity needs, and unusual assets that may require unique solutions.
We focus on helping clients protect the assets they have worked hard to acquire. Some aspects of estate planning are intricate — particularly those associated with avoiding heavy tax consequences. We seek to minimize estate taxes such as federal estate and gift taxes, federal generation-skipping transfer taxes, the Pennsylvania inheritance tax, and federal and state fiduciary income taxes.
Management of Milestones, LLC works closely with clients to determine a plan that best suits the individuals and their situations. The firm is happy to assist you with matters such as:
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Wills and Trusts
Wills and Trusts•Powers of Attorney
Powers of Attorney•Charitable Gift Planning
Charitable Gift Planning•Federal Gift and Estate Tax Planning
Federal Gift and Estate Tax Planning•Generation-skipping Tax planning
Generation-skipping Tax planning•Wealth Transfer Vehicles
Wealth Transfer Vehicles•Retirement Plan Distributions
Retirement Plan DistributionsCall for a quote (215) 396-8262
