Business Details
50+ Years
experience
Trusted Estate Planning & Tax Law Services in Philadelphia
Since 1960, our firm has provided comprehensive legal solutions to individuals and families throughout Philadelphia and Delaware County. Our practice focuses on estate planning, estate administration, tax planning, and real estate matters, combining decades of experience with personalized service. We prioritize client satisfaction by delivering large-firm expertise at cost-effective rates while maintaining a commitment to quality and transparency. Our attorneys work closely with clients to understand their unique needs, crafting tailored estate plans that reflect their specific goals and values. With offices in Center City Philadelphia and Media, Pennsylvania, we serve clients across the region, offering guidance on wills, trusts, powers of attorney, business succession planning, and more.Our team's deep understanding of complex legal matters allows us to help clients navigate estate planning, minimize probate costs, and ensure their legacies are protected. We maintain a client-centered approach, responding promptly to inquiries and providing clear, actionable advice. Our attorneys have built a reputation for integrity and reliability, helping families plan for the future while addressing immediate legal needs. Through consistent service since 1960, we have developed specialized expertise in tax planning, retirement strategies, and charitable giving arrangements. Our dedication to accessibility and practical solutions ensures clients receive both professional excellence and compassionate representation.
Services
Estate Planning
Probate Administration
Trust Creation
Business Succession Planning
Tax Planning
Living Wills
Retirement Planning
Charitable Giving
Special Needs Planning
Real Estate Law
Details
- Year established: 1960
Highlights and features
- We offer over 60 years of combined legal experience in estate planning
- Our attorneys provide cost-effective rates with large-firm expertise
- We create personalized estate plans tailored to individual client needs
- We specialize in minimizing probate costs and tax liabilities
- Our team maintains prompt communication and client-focused service
Services
Estate Planning
Our estate planning services help clients create comprehensive strategies to protect assets and ensure their wishes are honored. We draft wills, trusts, and powers of attorney tailored to individual family needs. Our attorneys guide clients through complex decisions about inheritance, healthcare directives, and financial planning.
Probate Administration
We assist executors and beneficiaries through the probate process, ensuring proper distribution of estates according to Pennsylvania law. Our services include will validation, asset inventory, debt settlement, and tax filings. We provide clear guidance during what can be a complex and emotional time for families.
Business Succession Planning
Our attorneys help business owners develop transition strategies for smooth leadership changes. We create legally sound plans for transferring ownership while minimizing tax implications. This includes buy-sell agreements, partnership arrangements, and continuity planning for family-owned businesses.
Tax Planning
We provide strategic tax planning to minimize liabilities for estates and individuals. Our services include analyzing income tax consequences, gift tax strategies, and charitable contribution planning. We help clients implement structures that optimize their financial position while maintaining compliance.
Special Needs Planning
Our special needs planning ensures loved ones with disabilities receive proper care while maintaining government benefits. We establish specialized trusts and guardianship arrangements tailored to each family's circumstances. Our approach balances legal protections with compassionate, long-term solutions.
People
Jonathan D. Sokoloff
Partner
Partner at Diamond Polsky & Bauer with extensive experience in estate planning and tax law. Provides strategic legal guidance to individuals and families across Pennsylvania. Committed to personalized service and practical solutions for complex estate matters.
Questions
What estate planning documents do I need?
Essential documents include wills, trusts, financial powers of attorney, and healthcare directives. Our attorneys help determine which combination best meets your specific family and financial situation.
How does probate work in Pennsylvania?
Probate validates wills and distributes assets according to Pennsylvania law. Our firm guides executors through inventorying assets, settling debts, and distributing inheritances while minimizing delays and costs.
Can I update my estate plan after it's created?
Yes, we recommend reviewing plans every 3-5 years or after major life events. We help clients modify documents to reflect changed circumstances or wishes.
What happens if I don't create an estate plan?
Without planning, state intestacy laws determine asset distribution. This may not align with your wishes and could create additional burdens for surviving family members during an already difficult time.
How do you handle special needs planning?
We create specialized trusts that provide for loved ones with disabilities while preserving government benefits. Our approach balances legal protections with long-term care considerations.
Do you offer consultations for new clients?
Yes, we provide initial consultations to discuss your specific needs and develop appropriate legal strategies. Contact our Philadelphia or Media office to schedule an appointment.
