Category: Estate Planning

An american flag representing veterans' disability and benefits that a veteran can claim.

The Role of an Attorney in Securing Veterans’ Disability & Benefits 

An estate planning or elder law attorney plays a key role in helping veterans and their families secure veterans disability and benefits, while also integrating those benefits into a comprehensive financial and estate plan. If you’re exploring legal help for veterans in Montgomery County, Philadelphia County, or surrounding areas, here’s what you should know.

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A female lawyer helping an older lady on updating her will.

The Importance of Updating Your Will: When and Why to Make Changes 

Your will is the cornerstone of your estate plan. But life changes—and your will should change with it. Whether you’re getting married, welcoming a new child, moving to a new home, or retiring, keeping your will up to date is crucial for protecting your assets and honoring your wishes. Yet many people mistakenly assume that writing a will is a “one-and-done” task. 

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a multigenerational family including a mother, baby, and grandparents

Estate Planning for Multi-Generational Families: Property Transfer Tips

Estate planning helps ensure a smooth transfer of wealth, real estate, and business interests while preserving financial security for future generations. A well-structured estate plan protects your assets, minimizes legal complications, and ensures property is distributed according to your wishes. While an estate attorney can provide personalized guidance tailored to your family’s specific needs, this article highlights essential estate planning strategies for transferring property in accordance with Pennsylvania law for multi-generational families.

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Old man, wheelchair and thinking sad in home for retirement memory loss or nostalgia thought, wondering or lounge. Mobility aid, contemplating and person with disability in apartment, grief or lonely

A Guide to Trusts for Seniors

Protecting financial and personal wishes becomes increasingly important in planning the future. Estate planning provides peace of mind, helping to ensure that assets are secure and loved ones are supported. Trusts are valuable tools for seniors when managing an estate, reducing tax burdens, and preserving a legacy. This guide offers

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a judicial gavel behind a stethoscope to represent nursing home negligence and abuse

Nursing Home Negligence: What Every Family Should Know

Caring for an elderly loved one is a deeply emotional journey, and when families entrust their care to a long-term care facility, they expect compassion, safety, and professionalism. Unfortunately, nursing home negligence can put vulnerable residents at risk. Recognizing the warning signs—physical, emotional, or financial—can help ensure your loved one receives the care they deserve. In this post, we’ll explore how to identify potential issues, take preventative steps, and seek legal help when necessary.

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Understanding Estate Planning: A Conversation with a PA Estate Lawyer

Estate planning involves planning for the management and distribution of your assets after your death or incapacitation. However, it’s not just about managing your assets – it’s about preserving your legacy. This detailed process provides a sense of security and peace of mind, knowing that your wishes are honored and your loved ones are cared for. Key components of an estate plan include:

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estate planning with step families or blended families

Estate Planning with Step Families

Four of every ten Americans have at least one step-relative in their family – either a stepparent, a step or half sibling or a stepchild — according to the Pew Research Center. The National Center for Family and Marriage Research estimates that about one-third of all weddings in America create stepfamilies. With that in mind, it may be necessary to approach estate planning with step families.

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We’d Like To Help You Protect Your Legacy

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan and probate your estate. Contact Us Today (215) 822-9750 for a FREE consultation.

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