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Estate planning

Estate planning is the process of creating a master plan for the management of property during life and the distribution of that property at death. Done correctly, estate planning should give you more control over your assets, provide you with care if you become disabled, and ease the transfer of wealth when you want and to whom you want, at the lowest possible cost.

Estate planning involves drafting wills and trusts and has close ties to risk management. It attempts to transfer wealth successfully, minimize transfer taxes, and protect assets. Charitable giving is also an important component of estate planning. 

While financial professionals can supervise the estate planning process, some activities must be performed by estate planning attorneys. We may work closely with
an attorney to manage your estate planning needs.


An effective estate planning will be well coordinated with your overall plans for your business, investments, insurance and taxation needs, and your retirement goals. This material has been provided for general informational purposes only and does not constitute either tax or legal advice. You should consult a legal or tax professional  regarding your individual situation.


Our firm recommends the Levin Law Firm. They are experts in trust and estate planning for individuals, and businesses.  You can visit them at


Legal services provided by Levin Law Firm are separate and unrelated to Valley Forge Wealth Management.


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