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Offering A Focused & Efficient Approach Attorney At Law | Reading, Pennsylvania
Over 30 Years Of Litigation Experience

Estate Planning

Effective Pennsylvania Estate Planning Lawyer

Business owners must incorporate standard estate planning techniques with methods that protect their business assets, as they develop strategies for transferring property to the next generation. Then Law Office of Stephen G. Welz, P.C., in Reading, Pennsylvania, has extensive experience handling estate planning and succession planning matters for business owners.

A Focused Approach to Estate Planning

Every business owner has different intentions for their business and personal assets. Our principal attorney, Stephen G. Welz, works closely with each client to understand their goals and objectives. Then working in conjunction with their accountants, financial advisors, and other professional he develops a strategy to meet those objectives. While the focus of estate planning is often avoiding estate taxes, our firm searches for a balance between tax liabilities and the specific goals of our clients.

In addition to specific issues related to businesses and business succession planning, our firm can effectively manage all aspects of estate planning. Mr. Welz has significant experience developing comprehensive estate plans that include:

  • Wills or roll-over wills
  • Trusts, including revocable and irrevocable living trusts and charitable remainder trusts
  • Powers of attorney
  • Living wills
  • Advanced healthcare directives

Our firm works closely with each client to develop an estate plan that meets their goals. Our objective is to understand our client's situation and present a range of options that will meet their estate planning objectives. In conjunction with our estate planning services, our firm handles probate and estate administration matters and represents people dealing with will contests and estate litigation.

Contact a Pennsylvania Estate Planning Attorney

Please contact the Law Office of Stephen G. Welz for assistance with any estate planning matter. Our firm can be reached by phone at 610-378-5272, by e-mail, or by filling the in-take form on our Contact page.


The Law Offices of Stephen G. Welz, P.C., in Reading, Pennsylvania, services businesses and business owners throughout eastern Pennsylvania, including Berks County, Schuylkill County, Chester County, Lancaster County, Lebanon County, Dauphin County, Lehigh County, Montgomery County, and the cities of Wyomissing, Lancaster, Norristown, Pottsville, Philadelphia, Harrisburg, Lebanon, Allentown, West Chester, and Pottstown.