At MBM Law, our seasoned estate planning attorneys deliver authoritative guidance and strategic solutions for individuals, families, and business owners across Pennsylvania. Drawing on decades of experience, we provide clients with comprehensive, customized estate plans designed to protect their assets, honor their wishes, and secure their legacy for generations.
Comprehensive Estate Planning Services
At MBM Law, our estate planning attorneys help Pennsylvania residents create customized strategies to protect their assets, secure their legacy, and provide peace of mind for their families. From fundamental documents like wills and powers of attorney to advanced trusts and gifting strategies, we design comprehensive plans that meet your unique needs and goals.
Wills & Trust in PA
Estate planning begins with a solid foundation. MBM Law helps Pennsylvania residents design estate plans that protect assets, secure legacies, and provide for loved ones. We guide clients through all aspects of wills and trusts, ensuring your estate is managed according to your wishes while minimizing family disputes and probate complications.
Strategic Business Succession Planning
For Pennsylvania business owners, MBM Law integrates business succession strategies with your personal estate plan to facilitate a smooth transition of ownership. We minimize estate, gift, and generation-skipping taxes through sophisticated planning tools such as buy-sell agreements, gifting strategies, life insurance policies, trusts, transfer restrictions, and discounted valuations. Our guidance ensures your business remains strong and your legacy endures.
Business Transition & Sale Structuring
- We assist with the smooth transition of your business to the family or partners.
- We structure the process to maximize value when selling the business to a third party.
Tax-Advantaged Gifting & Wealth Transfer
Structured gifting is an important part of estate planning in Pennsylvania, allowing you to transfer wealth efficiently while reducing tax exposure. MBM Law helps clients develop gifting strategies that align with both personal and financial goals, including charitable giving and lifetime transfers to family members.
Incapacity and Lifetime Planning Documents
MBM Law prepares the vital legal documents that empower you and your loved ones to manage personal and medical affairs if you become temporarily or permanently incapacitated. These essential lifetime planning documents ensure your wishes are honored and provide guidance and peace of mind for your family.
Local Expertise, Lasting Commitment
As a Pennsylvania-based firm, MBM Law understands the nuances of state inheritance tax, probate procedures, and recent legal updates affecting estate planning in PA.
MBM Law has decades of trusted experience in Pennsylvania estate law, offering comprehensive, tailored solutions for individuals, families, and business owners. Our attorneys implement proactive strategies to protect your assets, minimize taxes, and avoid probate.
Contact our team at (412) 242-4400 to schedule a confidential consultation. Let MBM Law’s experienced estate planning attorneys help you secure your future and provide lasting peace of mind for you and your loved ones.
Estate Planning Lawyer in PA FAQs
A will ensures your assets are distributed according to your wishes and appoints an executor to manage your estate. However, a will alone may not provide full protection—our estate planning attorneys can help you build a comprehensive estate plan that addresses every aspect of your legacy.
An executor is responsible for carrying out your will, managing your estate, and ensuring your instructions are followed precisely.
Estate planning is essential for adults of all ages. Major life events—such as marriage, having children, or acquiring significant assets—make it crucial to establish or update your estate plan. The sooner you plan, the greater your peace of mind.