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Erie, Pennsylvania - Estate Planning & Management search results Premier Listings

Citizens & Northern Bank
Our specialists are committed to the success of you and your business.
Essex Management Group
Trusted Property Management & Real Estate Development. Call Us Today
 
Estate Planning and Management
Estate planners assist families in situations where a wealthy person has passed away. They may also offer management in other situations that call for management, such as when an owner is a minor or is incapacitated. A wealthy individual or family may hire an estate management company simply to handle details they would rather avoid, especially if they are retired. Estate management companies mostly handle real estate but may also work with investments. In some cases, these companies may even handle trust funds that might be put in place for children or beloved pets. They may also assist in the drafting of wills, especially when there are animals or land that need to be protected. They may deal with probate court and life insurance companies and in some cases may be given power of attorney. As a result, they often hire or work with lawyers. They also help families handle death tax and asset transfers. They work to ensure that a beneficiary gets everything he or she is entitled to. Estate planners may be involved in other forms of financial and investment planning. They may act as the executor of the will or simply assist the actual executor. In some cases they may also act as intellectual property executors. For the most part, however, they deal with situations where substantial real property, cash or stocks are involved. They may become involved in mediation when a will is disputed or when an individual dies intestate and there is conflict amongst the survivors, or in complicated situations such as a lapse (when a beneficiary dies before the testator).
 
 
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Mrozek Financial
2210 W State St Ste A, New Castle, PA 16101
We Take the uncertainty out of the future! Services include Financial, Lease, Bank, Plan, Advise, Annuity, Invest, Asset, Regulate, Institution, Consumer, Bond, Stock, Brokerage, and More.
(724) 658-6392
Estate planning
2427 William Street, Cheektowaga, NY 14206
Richard Binko has been the voice of justice for Western New Yorkers for more than 30 years. The Law Offices of Richard S. Binko has helped many of your neighbors get through difficult times. As we’ve
(888) 220-2952
Erie Community Foundation
459 W 6th St, Erie, PA 16507
(814) 454-0843
Storm L Frederick Co Lpa
308 Main St, Conneaut, OH 44030
(440) 593-6120
Lakeland Investor Services
11881 Oakland Beach Rd, Conneaut Lake, PA 16316
(814) 382-6681
First National Bank
166 Main St, Greenville, PA 16125
(724) 588-6770
Joseph M Gula Atty
66 Shenango St, Greenville, PA 16125
(724) 588-4400
J F S Wealth Advisors
1479 N Hermitage Rd, Hermitage, PA 16148
(724) 962-3200
Raymond James Financial Services - Robert Fritts
9930 Johnnycake Ridge Rd Ste 5d, Mentor, OH 44060
(440) 354-6616
Raymond James - Jill Haueter
9853 Johnnycake Ridge Rd Ste 14, Mentor, OH 44060
(440) 708-1092
Hentemann Paul H
35000 Kaiser Ct, Willoughby, OH 44094
(440) 942-5900
Northwestern Mutual
55 N Canfield Niles Rd, Youngstown, OH 44515
(330) 799-7094
Stanley E Shearer CLU Chfc
55 N Canfield Niles Rd, Youngstown, OH 44515
(330) 799-7094
Komarjanski Stephen
30432 Euclid Ave, Wickliffe, OH 44092
(440) 585-1441
James Bart Leonardi, LLC
26451 Curtiss Wright Pkwy Ste, Cleveland, OH 44143
(440) 937-8364


Estate planning and management is important to meet goals for your family and finances after the end of your life. You will need to include a will, power of attorney, as well as a living will or health care proxy. There are professionals available to help ensure that everything is properly done. However, you may find that the easiest way to start is by making an inventory of all of your assets, including insurance policies, retirement savings, investments, and real estate. A lawyer will ask you questions throughout the management of an estate to determine who you want to give your assets to when you pass away and who do you want to make decisions for you if you're incapacitated. Even if you have trusts set up you will still need to make a will in order to determine who your beneficiaries are and what property they receive. This is the cheapest way for your family to not have to pay high taxes. Mediation is a common way to have this discussion and help you decide what to do. Lawyers can specialize in estate planning, management, and probates. Many will provide management advice and help you set up trusts. All of this can help settle financial issues without your family going to court. You will need to determine who your beneficiaries will be. There are anti-lapse laws in place so the last will you have made will determine who gets what. Transferring management when planning for incapacity will reduce the amount of taxes your beneficiary will have to pay after your death. You can find probate lawyers and independent financial advisers online or in a phone book.
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