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Deciding How Much Money to Put in a Special Needs Trust

Special Needs Trust Planning for disabled beneficiaries is tremendously important. Gifts to disabled beneficiaries during lifetime and through wills should be made to specifically designed Special Needs Trusts. These trusts are designed to provide a safe and secure place for the gift or inheritance while allowing disabled beneficiaries to continue receiving government based benefits such …

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Want to know more about Pennsylvania and Asset Protection?

Asset protection is a practice of using certain strategies and tactics, to legally and ethically protect your assets from various risks such as litigation, taxation, divorce and other claims. It differs from ordinary estate planning but many professionals, real estate owners, and business owners now seek added levels of protection in Pennsylvania that go beyond …

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Joint Accounts Can Have Unexpected Pitfalls

Joint bank accounts are often established by individuals with the hope of creating an account with one or more of the following benefits: probate avoidance, reduced inheritance taxes or as a convenient way to allow family member to write checks and pay bills. Unfortunately there are numerous Medicaid/Elder Law Planning, estate planning and asset protection …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069
Paoli, PA
43 Leopard Road, Building II
Suite 103
Paoli, PA 19301
(610) 240-0750