PHILADELPHIA ESTATE PLANNING - (267) 784-5040

Will and Trust Preparation

Your will outlines how your assets will be distributed, as well as who will administer your assets, in the event of illness, incapacity, or death. Failure to obtain a will can result in complex legal entanglements, which could prevent your assets from being distributed properly.

Life Insurance

If you have a life insurance plan or retirement savings plan, it is important that the individual you want to receive the money is clearly stated. Naming a beneficiary will ensure that the insurance money will be passed to them without taxes or probate fees.

Charities

Charitable giving is a wise decision for those who wish to give back. In addition, it can also help reduce taxes at the time of death.

Specify your wishes with Steve Goldflam & Associates LLC

Estate planning on your own can be a daunting and confusing task. Allow Steve Goldflam & Associates LLC to be of some assistance. We understand that estate planning varies from client to client, which is why we address each situation with individual care. When you join up with Steve Goldflam & Associates LLC, you will benefit from a team of professional estate advisors who will be with you every step of the way to organize and review your estate planning documents with your unique situation in mind. If you are in Philadelphia or the surrounding areas and in need of our estate planning services, please do not hesitate to contact us.

" We do not just think of ideas. We make them happen. "

Steve Goldflam & Associates LLC