Areas of Practice

  • Estates Not Subject to Federal Estate Tax
    • Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
    • Complex Wills.
    • Revocable and Irrevocable Trusts.
    • Special Needs Trusts.
    • Medicaid Planning.
    • Documents to fit the Client’s Unique Situation.
  • Estates Subjectfederal Estate Tax
    • Asset Review.
    • Estate Plan to Minimize or Eliminate Federal Estate Tax.
    • Tax Saving Transfers.
    • Formula Unified Credit/Marital Trust Wills.
    • Family Limited Partnerships.
    • Qualified Personal Residence Trusts.
    • Charitable Trusts (Lead Trusts and Remainder Trusts).
  • Estate Lawyer in Philadelphia
    • Preparation of All Probate Documents.
    • Preparation of All Transfer and Fiduciary Income Tax Returns.
    • Collection of Assets and Payment of Obligations.
    • Maintain Records.
    • Recommend Tax Savings Strategies.
    • Preparation of Accounting and Closing Documents.
    • Prepare Federal and State Fiduciary Income Tax Returns.
  • Philadelphia Estate Attorney
    • Will Contest Before the Register of Wills and Orphans’ Court.
    • Objection to Accountings.
    • Surcharge Issues.
    • Defense of Fiduciaries.

Philadelphia elder law firms

With the baby boomers aging many of them are working with Philadelphia elder law firms to plan their estate to make sure their final wishes are carried out the way they want. Our full-service company is continuing to grow and we have dealt with a number of elderly individuals that need to plan out their final estate. There are various issues Philadelphia elder law firms must deal with as elderly clients often need to manage their taxes differently from the time when they were employed. We can help you with your tax planning and we also will help you plan for your Medicaid benefits and other changes that you can expect.

Unlike other Philadelphia elder law firms our company is extremely sensitive to elderly clients. We will work with seniors to make sure you properly understand all of the legal information, fees, taxes, and other things that go into planning your estate. Seniors often need to worry about nursing home expenses and medical expenses and if there will be enough money to pay for it. Without proper planning of your estate, you may end up leaving behind a lot of debt or tax burdens for your children to inherit.

If you are unfortunately diagnosed with dementia and you are facing the onset of Alzheimer’s, Philadelphia elder law firms we will able to help you find a nursing home and work out a payment plan that will allow you to afford the care you need. Working with Medicaid along with some of the benefits you may have, we will make sure you are able to get the medical attention you need and so that your loved ones are not left behind with expensive medical bills. One hidden weapon many seniors do not utilize to help pay for their nursing home expenses is Veteran’s Benefits. If you are a Veteran, there are a number of benefits available to you and we can help you make sure you are able to receive all of them.

Finding a quality law firm to deal with elder law can be difficult for many seniors as they don’t know where to look. We can help you with all of your elder law and estate planning needs. Stop by our law offices today to see what services we have to offer you.

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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