Uncategorized Archives - Estate Planning & Elder Law Attorney Montgomery County

How the MA Keystone Report Aligns Medicaid Eligibility with Your Broader Estate Plan

Planning for long-term care is one of the most daunting parts of aging, not just emotionally, but financially. Rising nursing home costs in Pennsylvania, particularly in areas like Montgomery County, Bucks County, and the Main Line, can quickly wipe out a lifetime of savings. Many families assume their only option is to spend everything down before qualifying for Medicaid. But the truth is, that’s just one of several paths, and often, not the best one.

Who Should Be Involved in Family-Run Business Succession Planning?

The most successful family business succession planning efforts involve a team approach, one that brings together key stakeholders, legal professionals, and financial advisors to build a plan that protects both the company and the family behind it.

Is It Ever Too Early to Make a Will?

When most people hear the word “will,” they picture someone older, wealthy, or possibly nearing retirement. But that stereotype doesn’t reflect reality. In truth, wills are not just for the elderly or the ultra-rich, they’re for anyone who wants a say in what happens to their assets, dependents, or legacy.

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.

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.

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.

Estate Planning Strategies to Minimize Inheritance & Estate Taxes in Pennsylvania

Estate planning involves navigating complex tax regulations that can significantly impact the assets passed on to your loved ones. While taxes cannot be entirely avoided, strategic planning can help minimize tax liabilities and ensure that a greater portion of your estate goes to your beneficiaries instead of being claimed by state or federal governments.

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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