Estate Planning Attorney Serving Levittown

Levittown spans five lower Bucks County townships — Bristol, Middletown, Falls, Tullytown, and parts of Bensalem — making it one of the largest communities in the county. Our Bristol office sits within Levittown's footprint, which means Levittown families have a local estate planning attorney who can meet in person without a long drive to Doylestown or Philadelphia.

Estate Planning for Levittown Families

A solid estate plan for a Levittown household typically includes a last will and testament, a durable financial power of attorney, and a healthcare power of attorney with living will. These three documents work together — the will controls what happens to your assets after death, the financial power of attorney ensures someone you trust can manage your money if you're incapacitated, and the healthcare directive ensures your medical wishes are followed. All three must comply with Pennsylvania's execution requirements under 20 Pa.C.S. § 2502 and § 5601.

Many Levittown families also benefit from a revocable living trust, particularly homeowners who want to avoid the cost and delay of probate. Transferring the home into a trust during your lifetime means it passes to your beneficiaries without going through the Register of Wills in Doylestown — saving time, attorney fees, and the public disclosure that comes with probate.

What Levittown Clients Ask About Most

The most common questions from Levittown clients involve Pennsylvania inheritance tax (which applies to every estate regardless of size), whether probate is required for their situation, how to handle a home that's the family's primary asset, and what happens if a spouse or parent becomes unable to manage their own affairs. These are practical, everyday concerns — not abstract legal theory — and the answers depend on each family's specific assets, relationships, and goals.

Levittown also has a growing population of longtime homeowners whose children have moved away. For these families, estate planning includes making sure the executor they've named is still willing and able to serve, that beneficiary designations on retirement accounts and insurance are current, and that the plan accounts for the possibility of long-term care.

If you're in Levittown and need estate planning help, call 215-826-3133 for a free consultation. We're right here in Bristol — no need to drive across the county.