Probate - From Overwhelmed to at Peace

How Sallen Law Guided a Family With Confidence and Closure Through Probate

Diverse and Complex Needs

Ms. McNeely, as well as her entire family gained considerable peace of mind, as we worked with McNeely’s financial advisor to re-title her assets and take advantage of current laws that will minimize income taxes for her beneficiaries.

Planning for a Young Family

To help the family with their planning, we created detailed Healthcare Powers of Attorney and Living Wills that laid out instructions if they contracted COVID-19 as well as other debilitating health conditions. These plans were shared with their family members and included in their medical files.

Unexpected Passing

A healthcare nurse in the Philadelphia area, Inez Rodriguez contacted our office after her friend, Rosa Peres, died. Rosa had no known family members and did not have a will. Inez wanted to honor her friend and already helped pay for the funeral. In Rosa’s memory, Inez asked us to ensure that Rosa’s estate was properly handled.

Tax Planning in Estate Administration

James Black’s will named his two children as the co-Executors of his estate. Our office was contacted when the children found themselves overwhelmed and confused about how to handle his estate.

A “Simple Will”

Rob Whitter is an active single man in his 50s who was never married and had a close group of friends. He contacted our office because he wanted a “simple will”. We worked with Rob to create a Will along with a Power of Attorney, Healthcare Power of Attorney, and Living Will.