* Chester County Probate Wills Estates Lawyers

Estate Planning
Estate Planning Overview
Estate Planning means planning one's affairs during one's lifeThis is contrasted to the process of Estate Administration,
which involves the settling of one's affairs after one's death.
Estate Planning Documents
There are four (4) primary Estate Planning Documents. Although each document has a different purpose, each document is similar also. Each document explains instructions that are to be followed in a given situation.The four (4) primary Estate Planning documents arePowers of Attorney ~ "Durable" ~ "Springing" ~ "Limited"
Living Wills ~ "Advance Directive for Health Care" (in Pa)
Last Wills ~ "Last Will and Testament
Trusts ~ "Revocable" ~ "Irrevocable" ~ "Testamentary"
Estate Planning Updates
Laws, taxes, and people change constantlyEstate Planning Updates are very important
Outdated Wills, Powers of Attorney, etc., cause more problems than none
Be aware of the life changes to keep in mind
Change of your intention
Birth of a child
Death of a beneficiary
Marriage (of either you or a beneficiary)
Divorce (of either you or a beneficiary)
Change in the nature or extent of your assets
Retirement
Change in your state of residence
John has had his legal articles published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, and the Martindale.Com website, and he has had his law blogs published on the Lawyers.Com website. John concentrates his legal practice solely in the areas of Estate Law, Estate Planning, Estate Administration, Executor Representation, Probate, Ancillary Probate, Last Wills, Decedents Estates, Powers of Attorney, Advance Directives, Trust Law, Living Wills, Fiduciary Law, Inheritance, Inheritance Tax, Trusts and Estates, Trust Administration, Cemetery Law, Tax Law, Estates Taxation, and Estate Planning for Unmarried Couples.
John B. Whalen, Jr., J.D., LL.M. is an AV Peer Review Attorney and Counselor at Law and a member of the Bar Register of Preeminent Lawyers. He has spoken for the Pennsylvania Bar Institute, and the Delaware County Estate Planning Council.
John serves, and has served, individuals and attorneys in the Southeastern Pennsylvania Metropolitan Area (and throughout the country), including Chester County Pa, Delaware County Pa, Lancaster County Pa, Montgomery County Pa, and Philadelphia County Pa. John has served clients in Ambler Pa, in Ardmore Pa, in Aston Pa, in Berwyn Pa, in Blue Bell Pa, in Bridgeport Pa, in Broomall Pa, in Bryn Mawr Pa, in Chadds Ford Pa, in Chesterbrook Pa, in Chester Heights Pa, in Chester Springs Pa, in Coatesville Pa, in Collegeville Pa, in Conshohocken Pa, in Devon Pa, in Downingtown Pa, in Drexel Hill Pa, in Eagleville Pa, in Easttown Pa, in Elkins Park Pa, in Exton Pa, in Frazer Pa, in Great Valley Pa, in Haverford Pa, in Havertown Pa, in Jeffersonville Pa, in Kennett Square Pa, in King of Prussia Pa, in Lansdale Pa, in Limerick Pa, in Linfield Pa, in Linwood Pa, in Lower Merion Pa, in Malvern Pa, in Media Pa, in Narberth Pa, in Newtown Square Pa, in Norristown Pa, in Oaks Pa, in Overbrook Pa, in Paoli Pa, in Parkesburg Pa, in Phoenixville Pa, in Plymouth Meeting Pa, in Pottstown Pa, in Radnor Pa, in Ridley Park Pa, in Rosemont Pa, in St. Davids Pa, in Springfield Pa, in Strafford Pa, in Swarthmore Pa, in Thorndale Pa, in Tredyffrin Pa, in Trooper Pa, in Upper Merion Pa, in Valley Forge Pa, in Villanova Pa, in Wayne Pa, in West Chester Pa, in Westtown Pa, in Whitemarsh Pa, in Willistown Pa, in Wynnewood Pa, and in Yeadon Pa.
