Continuous And Personal Service
Estate planning, at least our approach to estate planning, is very different from most other legal practice areas in one way: it is much more personal. From selection of charities to selection of trustees and successor trustees — not to mention the selection of guardians for children and special needs children, every aspect of estate planning is intensely personal.
And so is our practice (indeed, it was dissatisfaction with the impersonal nature of other practice areas that inclined me to shift my area of practice to estate planning in the first place). I make it a point to know each of my clients on a personal basis — and that is, I think, how it should be.
The Estate Planning Engagement
There is no margin for error in estate planning. Your estate plan will pass your property to your loved ones in the way you intend, or it will not. If your estate plan fails to meet legal requirements, or fails in some way to achieve your goals, your loved ones will have to bear this burden. It is essential to work closely with an estate planning lawyer who can create comprehensive solutions.
I create estate plans for high net worth individuals throughout Southeast Pennsylvania. With more than 30 years of legal experience in estate planning, I have the level of skill and knowledge required to secure your legacy. I partner with my clients, forging strong relationships that deliver positive outcomes. When you work with my law firm, you will always know who prepared your estate plan, and you will always have access to me.
What Is Needed To Accomplish Your Goals?
A client may have philanthropic goals for their estate. Still, other clients own closely held companies and wish to transfer ownership of the company as seamlessly as possible. Each situation is different. Tailored advice is the only way to ensure an estate plan fits your needs.
I have the estate planning and tax law knowledge to accomplish your goals and give you and your loved ones peace of mind. I develop all types of estate planning documents, including:
- Wills and trusts that account for loved ones with special needs or with spendthrift habits
- Living wills that convey end-of-life wishes
- Guardianships when a loved one is incapacitated and can no longer make important decisions
- Powers of attorney that designate a trusted individual to handle your affairs
- Advance health care directives and proxies, which appoint a loved one to work with medical providers in determining a course of treatment
I will analyze your assets and work closely with you to understand what you want for your estate plan. I will then create clear and accurate documentation that reflects these wishes.
Reviews And Updates
As your life changes, I can update your estate plan so that it accounts for these changes. Every step I take when creating an estate plan is designed toward adding value and helping my clients achieve success on their terms.
Many of my clients want their estate plan to do more than transfer their assets. For instance, I work with people who wish to minimize the impact of the federal estate tax, the Pennsylvania inheritance tax and other taxes. I can structure your estate to minimize taxes while ensuring compliance with state and federal laws.
Effective Estate Planning Solutions
Call or send a message online to schedule your free initial consultation. I have offices in Jenkintown and King of Prussia.