Without a carefully crafted estate plan, you risk being bound to court decisions which may not reflect your family’s wishes. Meticulous estate planning allows for decreased tax exposure and improved asset protection, ensuring that more of your family’s hard-earned wealth stays in your family.
The Guardianship lawyers of Herr Potts and Potts can work with you and your family to determine which type of Guardianship arrangement is most appropriate to meet your loved one’s special needs. Our attorneys have extensive experience managing all aspects of Special Needs Planning in Pennsylvania.
Whether you are currently in a position to be buying or selling residential real estate in Pennsylvania, make sure that you are guided throughout each stage of the transaction by a skilled and experienced real estate lawyer who is well-versed in all aspects of Pennsylvania’s complex laws and regulations for buying and selling residential real property.
A Special Needs Trust is a unique type of Trust that is designed to protect the financial interests of a disabled beneficiary. By creating a Special Needs Trust, you can help to ensure that your family member will maintain access to the benefits such as Medicaid or Supplemental Security Income (SSI).
While Trusts can range greatly in terms of their size, duration, and complexity, it is often advantageous to incorporate a Trust into your family’s estate plan. Doing so allows you, as the Trust’s creator or “grantor,” to exercise control over the management of valuable assets, giving you peace of mind that your financial legacy will be handled with responsibility and care according to your specifications.