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Estate Planning is the process of planning one's affairs and final wishes during one's life.

  • This is contrasted to the process of Estate Administration, which involves the settling of one's affairs after one's death.  There are four primary Estate Planning Documents.
  • These documents tend to form the foundation of most good Estate Plans.  Although each document has a different purpose, each Estate Planning document is similar in that they each designate the terms and/or the instructions that are to be followed in a given situation.

The four (4) primary Estate Planning documents are:

  • Power of Attorney ~ "Durable" | "Springing" | "Limited"
  • Living Will ~ "Advance Directive for Health Care" in Pennsylvania
  • Trust ~ "Revocable" | "Irrevocable" | "Testamentary"
  • Last Will ~ "Last Will and Testament"

Initial Ideas~Estate Plans~Asset Titles~Marital Issues~Planning Updates~HIPAA Rules

Fiduciary Positions~Powers of Attorney~Living Wills~Living Trusts~Last Wills~Inheritance Taxes

Intestate Rights~Probate Procedures~Estate Administrations~Executor Duties~Small Estates~Final Thoughts

Serving clients by providing quality and timely legal services in the areas of Estate Planning Law (Powers of Attorney, Living Wills, Trusts, Wills); Estate Administration Law (Probate, Ancillary Probate, Inheritance, Taxation, Settlement); Guardianship Law (Proceedings, Administration); and Burial and Cemetery Law.  Mr. Whalen serves clients in Chester County PA, in Delaware County PA, in Montgomery County PA, and in Philadelphia County PA, and Mr. Whalen has served clients in Ambler PA, in Andorra PA, in Ardmore PA, in Aston PA, in Audubon PA, in Avondale PA, in Berwyn PA, in Blue Bell PA, in Bridgeport PA, in Broomall PA, in Bryn Mawr PA, in Chadds Ford PA, in Chester Springs PA, in Chesterbrook PA, in Coatesville PA, in Collegeville PA, in Conshohocken PA, in Daylesford PA, in Devon PA, in Downingtown PA, in Doylestown PA, in Drexel Hill PA, in Eagleville PA, in East Brandywine PA, in Easttown PA, in Elkins Park PA, in Exton PA, in Fort Washington PA, in Frazer PA, in Glenside PA, in Great Valley PA, in Harleysville PA, in Haverford PA, in Havertown PA, in Jeffersonville PA, in Kennett Square PA, in King of Prussia PA, in Lansdale PA, in Limerick PA, in Linfield PA, in Linwood PA, in Lower Merion PA, in Lower Providence PA, in Malvern PA, in Media PA, in Merion PA, in Narberth PA, in Newtown Square PA, in Norristown PA, in Oaks PA, in Overbrook PA, in Oxford PA, in Paoli PA, in Parkesburg PA, in Philadelphia PA, in Phoenixville PA, in Plymouth Meeting PA, in Pottstown PA, in Radnor PA, in Ridley Park PA, in Rosemont PA, in St. Davids PA, in Springfield PA, in Strafford PA, in Swarthmore PA, in Thorndale PA, in Tredyffrin PA, in Trooper PA, in Upper Dublin PA, in Upper Merion PA, in Upper Providence PA, in Valley Forge PA, in Villanova PA, in Wayne PA, in West Brandywine PA, in West Chester PA, in Westtown PA, in Whitemarsh PA, in Willistown PA, and in Wynnewoood PA.