Senior Estate Associates - Greensburg (PA)

1 /5 L Werry: Dennis set up a trust for my in laws in 2020. My father in law died suddenly a few months later. He was confident that his wife would be well taken care of. Dennis made several trips to her home to sign papers and pick up checks from cashed in investments that he told her to do. Problem being, once they are cashed in all that money is taxed as a capital gain and you owe the government thousands. She also lost money on rollovers since he did two and you are legally only allowed one a year. That investment will charge thousands to cash it in so the irs doesn’t fine you for having two in a year. Her accountant had a lot of work to do on her behalf so she wasn’t taxed a second time on the same money. Be careful!!! Nice guy but his advice may not be what you are looking for.

5 /5 Edward Priester: I have had nothing but good experiences dealing with this company over the past several years. Mr Biava has always made himself available to provide the services that I needed or to answer any questions or concerns that I had. I can rest assured that my estate is protected and in good hands!

5 /5 Lynn Martin: SEA made it so easy for me to manage my Moms estate. When she passed away the trust that she had set up with SEA saved us the hassle and cost of probating a "will" . I have great confidence in Mr. Biava and his team. They are using their expertise now to set up a financial plan for my retirement and the trust I am setting up for my son. I can not thank SEA enough for the peace of mind they have given me.

5 /5 Karen Jenkins: My parents and I both opened a trust with Senior Estate Associates in May 2006. They have since passed on and thanks to Mr. Biava and Senior Estate Associates everything went very smooth and was handled perfectly. Now it has been over 15 years since I have been a client and have had the pleasure to interact with this company. I can honestly say they have delivered nothing but the BEST service in that time span. Throughout ALL these years if I ever needed a question answered, etc., Mr. Biava and his office personnel were there to help almost instantaneously! They have always been nothing but kind, courteous, professional and most of all a total delight to do business with. I look forward to many more quality years of service from Senior Estate Associates!

1 /5 Tom P: This company practices law without a license and sub contracts it’s work to a lawyer. They claim to save you legal fees which is a complete misrepresentation. They caused the family I was involved with to pay over $25,000 in capital gains tax that should not have been required if they didn’t convince the elderly widow to change the estate planning she and her husband did years ago. Also, due to their suggestions the entire family is now fighting and will probably end up in litigation.