Trust & Estate Professionals

Over 30 years of experience

Our team will assist you in creating an estate plan that integrates seamlessly with your goals and objectives by using the following tools:

The attorneys at Toscani, Stathes & Zoeller, LLC are dedicated to helping you preserve your family assets and planning for the needs of loved ones. Estate planning is significantly more involved than merely writing or revising a Will.

An estate may include businesses, real estate, insurance policies, retirement plans, pending inheritances, children with special needs and tax planning issues.

Estate Planning

Drafting Wills and Trusts
Preparing Powers of Attorney and Durable Healthcare Powers of Attorney
Assisting with Lifetime Giving Planning
Wealth Transfer Strategies
Business Succession Planning
Special Needs and Asset Protection Trusts

Tax Services

Tax Advice and Planning
Fiduciary Tax Returns

Guardianship and Trust Administration

Guardianships
Estate and Trust Administration
Fiduciary Representation

Charitable and Non-Profit Organizations

Charitable Giving
Private Foundations
Non-Profit Organizations

Post-Death Services

Post-Mortem Planning

Readily Available to Guide You With Your Legal Needs

To initiate a consultation, complete our secure contact form, for immediate assistance, you may reach us directly at 610-647-4901. We look forward to facilitating your path towards legal clarity.