Estate Planning
Customized to you
Estate Planning – When Should You Start?
Estate planning isn’t determined by age or income, so you can start your plan as soon as you’re ready. Your estate plan could include your health care wishes, who should receive your assets and property, your Power-of-Attorneys, Trusts, and other estate needs.
Your estate plan is unique to you. At Auld Brothers, we will listen to your concerns and needs to create a customized estate plan. If you’re already working with a financial advisor, accountant, or another professional, we can work with them on your behalf regarding your long-term estate planning.
Estate Planning Services Available
We can help you create, revise, or review your documents for the following needs.
Durable Financial Power-of-Attorney
Durable Health Care Power-of-Attorney
Medicaid Planning
PA Inheritance Tax Planning
Federal Inheritance Tax Planning
Deeds and Asset Transfers
Gifting and Tax Planning
Planning with IRAs and 401ks
What if I don’t have an Estate Plan?
If no estate plan is in place at the time of your passing, the intestacy laws of Pennsylvania will distribute your property and assets to any remaining family members.
We can help
We can help ensure your wishes are known, and you can leave your assets with the people you choose.
Your Local Estate Planning Attorney
Auld attorneys have served this area for over 100 years, with three generations serving the Pittsburgh area and one generation out-of-state. We’ve helped multiple generations of families who have trusted and continue to trust our counsel with their estate plans, trusts, and various life stages.
We can help you find the right choices for your life circumstances. If you have additional needs, we’ve helped families through the process of probate and estate administration, as well.
Send a Message
Contact Us to Get Started
Complete our online form so we can help you with your estate planning process.
We are happy to provide a free, 30-minute consultation, with legal advice and answer any questions you may have about your current situation. Our goal is to provide you with clear, straightforward information to help you understand what you need.
Rebecca's expertise and insight were evident after discussion on the phone before I even met with her. Once meeting these skills were apparent These traits were on display in her follow up questions and in answers to my questions. Her explanations and analogies show understanding coupled with legal knowledge and explanation of policy. Her abilities were apparent during and after completion of the Estate Planning Process. Her prices are reasonable for high quality work, time spent with the client, and personalize attention.
I am so pleased with the total Estate Planning Package, that I have begun a needed Real Estate Agreement with Rebecca.
I think that Rebecca is very knowledgeable, about law and policy, helpful, creative, and empathetic, and a pleasure to work with. I would recommend her highly without any reservation.
( I met Rebecca for the first time after Thanksgiving of 2021. I needed some accommodations. Both Rebecca and Brian were welcoming and eager to modify the situation to met my requests and needs. I thank them deeply for the concern and accommodations, attention and quality legal documents, completed and in process.)
Gratefully,
Meryl Gotlieb
Thank you, Mrs. Auld, for so efficiently and accurately providing such a reassuring plan for both myself and my heirs.
Rebecca Auld will go to bat for you and is a pleasure to work with!
5349 William Flynn Highway
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