Pittsburgh Estate Planning

Make Sure Your Digital Property Assets are Included in Your Estate Plan



We live in an ever increasingly digital world. Because of this, we have found that it has become all the more important that we take into consideration our clients so called digital "footprint" when formulating an appropriate estate plan.

Most of us don't even realize how much digital information and property we have stored online. It's vital that our loved ones and heirs are able to access this type of information after we are gone.

Make Sure Your Last Will and Testament is Prepared Properly



I'm always amazed when I hear people say that they either prepared their own Last Will and Testament had it done by their CPA, their financial adviser, a notary public or some kind of online service. Most folks way to hard trust the preparation of such an important and vital document to a non-lawyer layperson.



The late actor, Philip Seymour Hoffman, trusted the preparation of his Will to his CPA and it cost his family over 12 million dollars in unnecessary probate costs and estate taxes.

Don't Forget Your Pets When Formulating Your Estate Plan

As the owner of three rescue dogs this is always an issue that is near and dear to my heart. When you sit down to discuss having your estate plan and a Last Will and Testament put into place, make sure you take the opportunity to advise your attorney as to whether or not you have pets or other animals that will need to be cared for and placed into a good home in the event of your death. It only takes a few moments, but it's such an important thing to take into consideration.

Moving a Loved One into Assisted Living or Personal Care

Estate Planning for Seniors



Moving a parent or other loved one into an assisted living or personal care/nursing home type of facility is never easy. Here's a caretakers guide that does a nice job of laying out, in a step-b-step manner, the many different things that need to be taken into consideration when making such a decision.



https://www.closetbox.com/resources/caretakers-guide-to-moving-seniors/

 

Estate Planning Mistakes - What Not to Do

Estate Planning Mistakes

Estate Planning is so important and it doesn't have to be overly complicated, but sometimes mistakes can still be made that will come back and haunt your family long after you're gone. Here's an interesting article that I cam across that highlights six estate planning mistakes that my colleagues have come across in their own practices.

Take a look and, hopefully, you'll learn how to prevent these same kind of mistakes from happening to you. And remember this, having no estate plan whatsoever is the biggest estate planning mistake of them all.

How Do I Avoid Probate?

Avoiding Probate

How do I avoid Probate? As you might imagine, that's a question that we are repeatedly asked when setting up estate plans for our clients. While there is no perfect answer to that question, there certainly are steps that can be taken to either avoid the probate process entirely or, at the very least, minimize the impact that it might have on your family after your death.

The Unfunded or Underfunded Revocable Living Trust

Trusts and Estate Planning

One problem that I've seen over and over again in my last 25 years of practicing estate planning law, is the unfunded or underfunded Revocable Living Trust. What do I mean by this? Well, time and again I've met with a client who comes into my office with their late parent's fancy and impressive looking living trust documents only to find out that there were little or no assets at all that were actually ever transferred into the trust after it was created.

The Importance of Organizing Your Estate Plan

THE IMPORTANCE OF KEEPING YOUR ESTATE PLANNING DOCUMENTS ORGANIZED

If, like so many, you are prone to disorder in the keeping of important documents, assuming that you keep them at all, you may be well past due for a makeover of your estate plan and your end-of-life instructions. It is not just a matter of maintaining tidiness for its own sake: a lot of money and time could be saved by making your estate plan organized and accessible and then keeping it that way.

ESTATE PLANNING – TAKING THE BASIC FIRST STEPS

ESTATE PLANNING – TAKING THE BASIC FIRST STEPS

Stop procrastinating, I know no one likes to talk about estate planning, but it certainly doesn’t have to be a scary process that you keep putting off until tomorrow.  If you do absolutely nothing else, please take at the very least these basic steps:

GET THE BASIC DOCUMENTS IN PLACE

Client Testimonials

"I dealt with Lloyd Welling and he was great. When my dad died, Lloyd held my hand throughout the whole process and handled everything. He was very professional and explained everything that he did. I would highly recommend this firm. They also prepared a will for me (very reasonable fee)."

Jodie T. - 08/2010

"Not only did we get personalized service like visits to my mother when she was to ill to travel but got the best advice possible. During this very difficult time Lloyd was a godsend. He took over and handled every detail to perfection. By choosing American Wills & Estates I was able to deal with the death of my mother while all the legal details were handled for me! I highly recommend American Wills & Estates for all of your estate needs. I continue to use them and always will."

Scott G Barbour - 04/2016

"The attorneys at American Wills & Estates handled my late father's estate in a professional, caring and sympathetic manner. They made a difficult and stressful situation manageable. I would highly recommend their services to anyone experiencing the painful loss of a loved one."

CJR from Ligonier, PA - 12/2006

"This firm helped us tremendously with executing my father-in-laws will. I've heard many horror stories about this process. But Lloyd made this painless and process went very smoothly and minimized the emotional toll on my wife. Now we both have our wills through American Wills & Estates."

Sam Walton - 03/2016

"Highly recommended firm!!! Mr. Lloyd Welling, esq. is very professional, respectful and efficient:)"

Sunita Jayakumar - 12/2014

"I had a great experience with Mr. Welling. He got back to me within hours of my message. He was sweet, easy to talk to and got right to work on my case. I felt secure he knew what he was doing."

Maureen O'Halloran Sinko - 10/2015

"My wife and I just completed our wills with American Wills & Estates. We also had POA's and Living Wills completed. They pointed out several items that we would not otherwise had thought of, but that were important issues to address. The process was very smooth and professional. I would highly recommend Mr. Welling and his staff to everyone."

Steve Amsdell - 01/2013

"The entire process from start to finish was completed in a matter of a couple emails. Atty Welling provided prompt and expert advice. Extremely satisfied with this law firm."

Sandra Powell - 12/2015

"Although I have not as yet had the opportunity to do business with American Wills & Estates, it has been my pleasure to know the owner, Atty. Lloyd Welling for most of his and my lifetime. He was then and is now; an articulate, caring and respectful young man. I look forward to working with him professionally in the near future."

Isa Bella - 03/2016

"Without American Wills & Estates, I could never have completed the many local,county and state requirements for opening & closing my late mother-in-law's estate.  Thanks for all the help guys."

Tom A. - March 2017

- 08/2017

"I'm very pleased that we selected American Wills and Estates to help my family through what is often a difficult process at best; from the initial set up of my elderly aunt's will and estate planning over five years ago; advice and council during her illness over the past two years; and ultimately step-by-step assistance in settling her estate after her passing earlier this year. They were there for me and my family through it all, and with friendly, supportive and sound advice. I highly recommend their services."

Anonymous - 11/2011

"I feel fortunate that our family was referred to American Wills and Estates who helped us through a very difficult time. We were in from out-of-town for my Sister's unexpected death and needed to get Power of Attorney and a Living Will for our Mother immediately. American Wills and Estates made the process easy and we felt that they had our best interest in mind. They were very caring and personable. I highly recommend them and I now ask myself why we didn't take care of these matters a long time ago."

Anonymous - 11/2011

"Chose American Wills & Estates to have our documents done. First impressions are everything and they made the cut. Both Lloyd and staff were very personable and professional. They were easy to get to and parking was so much easier than going downtown. Their pricing is also very reasonable. I'd recommend them and use them again. Thank you!"

Mark Breisinger - 04/2016

"My parents and I have used AMERICAN WILLS & ESTATES in the past and will in the future.They are a Compassionate ,Professional ,and Highly Educated in the Law.This is a company I would not hesitate to refer to anyone."

Marcia Eich - 03/2016

"Hard working, professional, knowledgeable and returned my calls promptly and when he said he would. He is honest, straight forward, and will not try to lead you down a path where you spend a lot of money for nothing. He is practical and trustworthy. I HIGHLY recommend that you hire Lloyd Welling if you are searching for a good attorney!"

Elise Able - 06/2016

"Mr. Lloyd Welling ESQ. , is in my opinion a kind, honest, to the point individual, with a thorough knowledge of his profession and a incredible ability to make even the hardest of times easier to deal with. Extremely professional, accessible, efficient and a pleasure to work with. I have no reserves in recommending his services to anyone who has a need for estate planning or a will."

Ron Capozzoli - 04/2015

"We highly recommend American Wills and Estates, specifically Lloyd A. Welling, Esquire. You need not look any further. His and his staff's manner, knowledge and professionalism was excellent then and still is today. Twenty years later, he and his firm continue to assist my family as I serve as an Executor for another relative. Mr. Welling and staff have expertly served our families for other legal matters as I identified above. Again, you need not look any further."

Tom & Jessica - 11/2016

"The death of a loved one is never an easy thing to handle. However, the attorneys at American Wills & Estates made the process of organizing and administering my late mother's estate as simple and painless as possible. I would highly recommend American Wills & Estates to anyone facing the difficult and often painful ordeal of handling the affairs of deceased loved one."

Anonymous - 06/2006

"We highly recommend American Wills and Estates. You need not look any further. I wish to note that I first engaged Mr. Welling in 1997 as I served as the Executor of my grandmother's estate. His and his staff's manner, knowledge and professionalism was excellent then and still is today. Twenty years later, he and his firm continue to assist my family as I serve as an Executor for another relative. Mr. Welling and staff have expertly served our families for other legal matters as I identified above."

Thomas Hrabovsky - 11/2016

"You answered all my questions and offered advice, thank you again! Anyone ready to make their planning of their will and looking for a professional expert go see Lloyd Welling."

Tina Herceg - 04/2015

"Open, honest, blunt and to the point! I'm ever so glad Mr. Welling is on my side. I made a wise choice. Always there when you need him and ever so good at easing the minds of those in very sad, confusing situations. Thanks!"

Dp Culp - 07/2013

"I highly recommend Lloyd Welling from American Wills & Estates. He recently helped my mother and I with my father's estate. I was a bit leery about employing the services of an attorney in PA as I live in CA. Lloyd put me at ease with his professionalism. He was prompt, honest, and provided us with excellent service. Lloyd resolved our estate issue quickly and efficiently."

Denise Jacobs Mcguire - 06/2016

"Mr. Welling is very kind and our experience was Great!. He helped us get through a very complicated time in our lives, very smoothly. I would recommend American Wills and Estates to anyone going through a difficult time or in need of excellent legal advice. Thank you A.W.E. !"

Donna Patterson - 03/2016

"He did a great job of explaining the intricacies of estate planning. My needs were very simple. He took the time to hear my concerns and present options for future consideration as I may need them. The office will help you create a living will for free and his prices are very reasonable. It's difficult to find trustworthy legal help that is not over-selling. I would highly recommend him."

Kari Sera - 12/2015

"He made many suggestions and corrections that helped me prepare my Will. He also prepared my Power of Attorney and my Living will. I am always skeptical about Lawyers trying to talk me into something that I do not need to have. Lloyd was up front and honest. I will continue to use his practice."

Cindy Cohen - 10/2016

"Lloyd Wellington is fantastic! Our family is so appreciative of his expert assistance, reliability and prompt handling of our wills. Highly recommended!"

Dawn Justice - 03/2015

"In addition to being knowledgeable, he always kept me informed! If I had a question or just wanted to check on the progress of my probate matter, I always received a prompt response. I could not believe the amount of paperwork that is involved. I could not have gotten through this without Mr. Welling's professional help. If you ever need a reliable, trustworthy and honest lawyer, be sure to give Mr. Welling a call."

Martin Coyne - 01/2017

"They were the best Law Firm and very professional. Every time the situation felt like there was no hope they made us feel like we mattered and they cared about us and not just another client giving them money. I highly recommend this firm and would absolutely refer them to anyone that came into a unfortunate situation like we did. Oh and by the way we won the case because of all their hard work. You guys rock!"

Brandi Bryant - 11/2016

"Attorney Welling is extremely knowledgeable and takes the time to make sure the job gets done right. I would not hesitate to recommend him to anyone in need of estate planning or the handling of a decedents estate."

Steven Tabano - 08/2014

"Absolutely The Best Law Firm That I Have Ever Dealt With. Very Professional! And Yet Treats You Like Family!"

Jonathan Goonen - 03/2016

"I was overwhelmed with the thought of drawing up my will. I can say with certainty that dealing with Lloyd Welling and American Wills & Estates, the process could not have been any easier and smoother. Thank you for the great experience!"

Cindy Magri - 06/2015

"Mr. Welling and his Associates had held my hand through a very hard time in my life. Walked me through a very complicated situation and took the risks for me. I HIGHLY recommend this Law Firm . A very caring and down to earth group of Attorneys. Yet I was treated as if I were part of their family!"

Dawn Culp - 03/2016

"Meeting with Lloyd to plan the will, POA, and Advance Directive was great - he was flexible and worked to accommodate my wishes."

Michelle Kienholz - 06/2015

​"Complete and professional service from beginning to end. Made a confusing and emotional family matter bearable.  Highly recommend there legal services."

Steve S - May 2017

Steve S - 08/2017

"I called around to get an idea of pricing for wills, living wills & power of atty, and was quoted 500$ from other firms. I was not expecting less than half of the competitor's quotes. They were quick, efficient, friendly, (i could go on...). I would and will recommend them in the future!"

David Strell - 07/2016

"Knowledgeable, professional, efficient, compassionate and to the point. These are just a few of the words I would use to describe my recent experience with Mr. Lloyd Welling at American Wills & Estates. Whatever your needs may be involving the will and probate process, Mr. Welling is there to guide you every step of the way, as well as ensure you are being treated fairly and with respect."

Karen Flaherty - 08/2015

"Mr. Welling has been great in helping me with completing a very difficult estate. He has guided the procedures necessary where a successful conclusion is close at hand. I would and have recommended American Wills and Estates to others."

Frank Perman - 03/2016

"Through my difficult situation, I felt 100% satisfied with the one-on-one attention. They were always very organized, even though at times we weren't. Everything I needed to be taken care of was just that, with the extra knowledge of doing it more stress- free. I would recommend AW&E to anyone going through a difficult time."

Anonymous - 10/2008

"American Wills and Estates handled my mom's Will through the probate process quickly and at an affordable and reasonable rate.  Attorney Lloyd Welling was knowledgeable and handled everything efficiently. His advice and friendly manner made a difficult time much easier. Thank you Lloyd!"

Lori Merrit - 06/2017

Lori Merritt - 08/2017

"Very knowledgeable and helpful with a difficult situation I was in. He helped me overcome the situation with a great solution. I will definitely be going to him again and highly recommend his services."

james Raimondi Jr. - 01/2017