estate admin Archives - Estate Planning & Elder Law Attorney Montgomery County

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.

How to Advocate for Quality Care in Nursing Homes

In this guide, we’ll walk through steps families in Montgomery County, Bucks County, and beyond can take to protect nursing home residents from neglect and advocate for high-quality, compassionate care.

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.

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

The Role, Responsibilities, and Duties of an Estate Administrator

When someone passes away, their assets—real estate, money, and belongings—must be managed and distributed. This includes paying off debts and taxes and distributing the remaining assets to the rightful heirs. If the person left a will, this document guides the process to ensure their wishes are followed. If there is

What Are The Average Estate Administration Fees

One of the biggest concerns for any individual considering hiring a professional to assist with estate administration is the costs involved. Depending on the services involved, whether they are simple or complex, there are three types of fees. There is a flat fee, the hourly fee, and the contingency fee.

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