Legal Services...

WILLS & ESTATE PLANNING Wills and Trusts drafted specifically to address each client's goals Comprehensive review of life insurance, annuity, and retirement plan beneficiary designations to ensure all are structured to maximize client wishes Estate liquidity analysis Business succession planning Design planning solutions that address children, grandchildren and other relatives with disabilities and special needs

LIFETIME PLANNING Financial Powers of Attorney, tailored in accordance with client requirements Health Care Powers of Attorney and Advanced Health Care Directives drafted to address client wishes involving health care and end of life decisions

ASSET PROTECTION PLANNING Comprehensive review of client assets, so as to ensure coordination with client's Estate Plan Implementation of planning techniques, designed to maximize the protection of assets from being substantially lost to health care costs, death taxes, or excessive estate administration costs

ELDER LAW & NURSING HOME PLANNING Assist individuals in instituting "asset protection planning", designed to reduce the substantial loss of assets to extended nursing home stays Counsel individuals and families in the selection and payment for services in the various senior living settings, including: continuing care retirement communities, assisted living communities, nursing homes and home care Represent older adults in qualifying for benefits available through Medicare, Medical Assistance (Medicaid), Veterans and Social Security benefits

ESTATE ADMINISTRATION Comprehensive representation of Estates throughout the Probate process, including preparation of Pennsylvania Inheritance and Federal Estate tax returns Post-death planning including the use of disclaimers to effectuate the intended estate plan and reduce death taxes