At Herr, Potts and Potts, our attorneys are dedicated to providing clients with superior service and have been committed to ensuring efficient and cost-effective counsel for more than 80 years.
We have offices conveniently located in both Wayne, PA and West Chester, PA and we are proud to serve Montgomery County, Chester County, Delaware County, and surrounding counties.
We understand that families facing disabilities require more than just legal documents. Our experienced team is skilled in creating flexible, adaptable plans that grow with your loved one, ensuring assets are used as intended without affecting government benefits. We are committed to supporting families through all the challenges and changes that come with caring for a person with special needs.
We offer comprehensive assistance in estate administration and probate, guiding families through the challenging process of settling a loved one's estate. Our services include appraising property, selling tangible items and real estate, and ensuring that the final wishes of the deceased are fulfilled. Our firm is experienced in handling cases where formal estate administration is necessary due to the presence of personal property or real estate, and we adeptly navigate intestacy laws when a will is not present. Our primary goal is to reduce stress for families during such difficult times.
In our Elder Law practice, we provide essential estate planning and tax considerations for aging clients. Our services encompass managing Social Security, Medicare, and Medicaid options, as well as advising on health, personal care planning, and nursing home issues to protect clients' assets and family interests. Our firm offers comprehensive legal solutions including Powers of Attorney and Dynasty Trusts, ensuring clients' estates are well-prepared for the future.
Our experienced attorneys guide clients through drafting key documents like wills, durable powers of attorney, health care powers of attorney, and living wills. Our goal is to ensure clients' last wishes are honored and their financial interests protected, focusing on minimizing tax exposure and maximizing wealth protection. This personalized approach to estate planning is crucial for effectively managing wealth and safeguarding one's legacy.
We navigate the legal complexities of appointing a guardian for individuals incapacitated due to illnesses like Alzheimer's or dementia, ensuring protection against exploitation. Our firm provides both plenary and limited guardianship options, with guardians responsible for asserting the legal rights and best interests of the incapacitated person, including managing their health care and estate as necessary. We also offer help with contested guardianships, working with you to protect your family from unfit caregivers.
Navigating the name change process in Pennsylvania—whether for yourself or your minor child—can be complex. We guide you through every step, from filing petitions and court hearings to addressing privacy concerns. If safety, gender identity, or discrimination is a factor, we help protect your rights and ensure a smooth process. Whether you're updating your name, gender marker, or both, our experienced team provides the support and clarity you need to move forward with confidence.
Our firm provides guidance in setting up different types of trusts, such as testamentary trusts, which are activated after the grantor's death, and living trusts, which can be either revocable or irrevocable and offer benefits like bypassing probate. Our experienced attorneys help clients understand and establish the appropriate trust to meet their unique estate planning needs.
We offer legal services in navigating the complex landscape of state and federal tax laws. We offer services in a variety of tax matters, including filing income tax returns for individuals, trusts, and estates, as well as handling Pennsylvania Inheritance Tax Return and Federal Estate Tax Return.
Our team brings a wealth of experience and a personal approach to every case.
We handle a variety of matters, always prioritizing the unique needs of our clients.
Our clients’ experiences speak volumes about our dedication. From handling complex international estates to offering reliable advice on local will matters, we’ve earned strong recommendations for our service and professionalism.
For attorneys dedicated to superior service and cost-effective solutions, contact us to set up a consultation. We’re here to address your legal needs with the experience and care you deserve.
This website provides general information about Herr Potts and Potts. The information within this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own particular situation. Neither our presentation of the information on the site nor your receipt of the information creates a lawyer-client relationship or imposes any obligation on Herr Potts and Potts.
Prior results do not guarantee similar outcomes. Legal information on this site should not be considered as legal opinions or as a substitute for legal counsel. In general, we cannot guarantee that all information on the site will be applicable to your situation or that it is current, accurate or complete.
© Herr Potts & Potts 2025
