Mary Jo Allen
Why Estate Planning Matters: Protecting Your Future with Falvello Law

Estate planning isn't just for the wealthy—it's for anyone who wants to protect their family, assets, and wishes. At Falvello Law, we help individuals and families throughout Pennsylvania gain peace of mind by crafting personalized estate plans that ensure their legacy is preserved and their loved ones are cared for.

What Is Estate Planning?

Estate planning is the legal process of preparing for the management and distribution of your assets in the event of your death or incapacity. A comprehensive estate plan may include:

  • Last Will and Testament

  • Revocable or Irrevocable Trusts

  • Powers of Attorney (financial and healthcare)

  • Advance Healthcare Directives (Living Will)

  • Beneficiary Designations

  • Guardianship Designations for Minor Children

Without a plan in place, your assets may be distributed according to Pennsylvania’s intestacy laws—not necessarily in line with your wishes.

Benefits of Estate Planning in Pennsylvania

At Falvello Law, we believe estate planning is one of the most important steps you can take for your future. Here’s why:

1. Protect Your Family

A well-drafted estate plan ensures your loved ones are provided for—financially and emotionally—by reducing uncertainty and minimizing conflict during a difficult time.

2. Avoid Probate Pitfalls

Assets that pass through a will are subject to probate, a legal process that can be time-consuming and costly. With tools like trusts and proper asset titling, you can keep much of your estate out of probate court.

3. Plan for Incapacity

What happens if you’re seriously injured or become mentally incapacitated? Powers of attorney and healthcare directives allow someone you trust to manage your affairs and make medical decisions on your behalf.

4. Minimize Estate Taxes

While Pennsylvania does have an inheritance tax, strategic planning can help reduce the tax burden on your heirs through gifting, trusts, and charitable donations.

5. Maintain Privacy

Unlike probate, which is a public process, many estate planning tools—like living trusts—can help keep your financial affairs private.

Pennsylvania-Specific Considerations

Estate planning laws vary by state. In Pennsylvania, some key considerations include:

  • Inheritance Tax: Pennsylvania levies an inheritance tax on most property transfers, with rates depending on the relationship between the decedent and beneficiary.

  • Spousal Rights: Surviving spouses have strong protections under state law, including elective share rights.

  • Guardianship Procedures: Parents can nominate guardians for minor children in their will, but a court ultimately confirms this appointment.

Working with a local attorney who understands the nuances of Pennsylvania law is crucial.

Why Choose Falvello Law?

At Falvello Law, we combine decades of legal experience with a personalized, client-first approach. We understand that every estate is different, and we take the time to listen to your goals, assess your financial situation, and build a plan that fits your needs.

When you partner with us, you’ll receive:

  • Customized estate planning tailored to your goals

  • Compassionate guidance through complex decisions

  • Help updating your plan as your life or laws change

  • Peace of mind knowing your affairs are in order

Take the First Step Today

Whether you're starting a family, approaching retirement, or simply planning ahead, now is the perfect time to create or update your estate plan.

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