Estate Planning

Designate trusted agents through a Medical Directive to access your medical records and communicate with your doctor. Making these choices in advance eases the burden on your family, removing stress and worry during difficult times.

Create a shield for your assets with an Irrevocable or Asset Protection Trust. This tool is ideal for safeguarding individual or family assets from creditors, predators, and the high costs of nursing home care.

Navigate the complexities of aging with Elder Law expertise. This encompasses planning for nursing home expenses, understanding Medicaid and Medicare, and ensuring your family has the legal capacity to support you when it matters most.

A Gun Trust is a confidential way to manage firearm ownership, preventing accidental legal missteps and ensuring the safe transfer of firearms to future generations, upholding your family's tradition.

An IRA Retirement Trust is specifically designed to manage the transfer of your Individual Retirement Account (IRA) to your heirs, bypassing the probate process and ensuring a smooth transition outside of court oversight.

Activate your final wishes with a Will or Last Will and Testament. This document takes effect posthumously, empowering your Personal Representative to manage your estate in Orphans Court and appoint guardians for any minor children.

Secure the future of your pets with a Pet Trust. Allocate funds for their care, ensuring they're never sent to a shelter and preventing any financial gain from their passing, all while providing for their well-being.

Empower a chosen agent to handle your financial affairs with a Power of Attorney. Tailor this document to grant specific levels of authority, covering everything from asset management to tax decisions, and avoiding the need for guardianship.

Probate is the legal process of transferring a deceased person's assets to their heirs or beneficiaries, ensuring a structured and legally compliant distribution.

A Revocable Living Trust functions similarly to a will, organizing and dictating the distribution of your assets post-mortem. It's a key tool in avoiding the probate process and ensuring your wishes are followed.

Protect the eligibility for government benefits of those with special needs using a Special Needs or Supplemental Needs Trust. This trust safely holds funds from settlements or inheritances without transferring ownership, ensuring continued support.

Upon a designated death event, Trust Administration comes into play. An appointed trustee manages and distributes assets within the trust, often bypassing the need for probate court and potentially avoiding the involvement of an attorney.