Estate planning protects your assets, provides for loved ones, and ensures your wishes are honored. We offer customized estate planning services, create legally sound estate plans to minimize tax burdens, simplify asset distribution, and provide financial security for future generations. Whether you need a will, trust, or other asset protection strategy, we offer peace of mind with a plan that aligns with your goals.
Will & Trusts
A well-drafted will ensures your assets are distributed according to your wishes and helps prevent disputes among beneficiaries. For additional control, tax benefits, or privacy, we assist in creating revocable and irrevocable trusts tailored to your needs.
Our trust services include:
Allows you to maintain control of your assets during your lifetime while simplifying asset transfer upon death
Provides tax benefits and asset protection but cannot be changed once established
Ensures financial support for loved ones with disabilities without jeopardizing government benefits
Shields assets from creditors and legal claims
Allows for tax-efficient donations while maintaining benefits for your heirs
Life is unpredictable, and it’s essential to have legal documents in place to manage your affairs if you become incapacitated.
We Prepare:
Appoints a trusted individual to manage your financial matters if you are unable to do so
Designates someone to make medical decisions on your behalf
Ensure your medical preferences are followed in end-of-life situations
Protecting your assets from creditors, lawsuits, and long-term care costs can be an important aspect of estate planning. We develop custom strategies to safeguard wealth while preparing for future care needs. If you’re facing long-term care expenses and Medicaid eligibility, we provide Medicaid planning services to help clients qualify for benefits without exhausting their savings.
We assist with:
Comprehensive financial analysis to assess Medicaid eligibility
If you own a business, estate planning helps ensure a smooth transition of ownership. We help business owners create succession plans that minimize tax liabilities, maintain business continuity, and protect their legacy.
Pennsylvania imposes an inheritance tax on certain assets passed to heirs. We provide strategic planning to minimize tax burdens and ensure compliance with state laws, helping families preserve their wealth for future generations. For high-net-worth individuals, we also offer guidance on federal estate tax considerations, helping clients structure their estate plans to reduce or eliminate potential federal tax liabilities.
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.
We guide individuals and families in the Philadelphia area through the complexities of long-term care planning with compassion and local expertise.
Here’s why clients trust us:
With over 40 years of legal expertise, Jeremy Mittman and his elder law team understand how to build strong cases against negligent nursing homes.
We create tailored plans that meet each client’s unique needs and financial situation.
We ensure a smooth planning process, reducing stress and confusion.
We offer clear and fair pricing for our life care planning services.
We offer clear and fair pricing for our life care planning services.
As a trusted multi-generational firm serving Philadelphia, Bucks,
Montgomery, and surrounding counties, we have helped many local families
secure their future for generations.
Long-term care planning requires careful financial and legal preparation. Whether planning ahead or facing an immediate need, let our local firm bring peace of mind to your family. Call 215-822-9750 or contact us to schedule a review of your assets and receive trusted legal guidance.
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Copyright © 2024 mittmanlaw.com
Website Design and Marketing By IQnection – A Digital Marketing Company