Maureen will also advise you with regard to the federal estate tax and Pennsylvania inheritance tax consequences of your desired estate plan and recommend tax-savings devices and strategies. She can also advise clients on the appropriateness of joint ownership, gifting, charitable gifts and retirement plan and life insurance beneficiary designations.

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Free Initial Consultation

Please contact Maureen today to schedule your free initial consultation. You may call us at (412) 828-5040 or send an email.

You should then download and complete the Estate Planning Worksheet on the Resources page as completely as possible and bring it to your first meeting.

We welcome the opportunity to be of service to you and look forward to meeting and working with you.