Allow our experienced attorneys to guide your family through the complex legal and financial considerations that must be addressed when a family member passes away.
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.
Equipped with decades of experience, the Pennsylvania tax lawyers of Herr Potts and Potts are highly knowledgeable in local, state, and federal tax regulations. Our tax professionals can assist you and your family with a wide range of tax matters that affect estate planning.
Steve is a partner in Herr, Potts and Potts. In his practice, he handles a variety of matters…
Marilyn is a partner at Herr, Potts and Potts. In her practice she focuses on Estate Planning, Estate…
As our thoughts continue to be with those impacted by the Coronavirus, we want to keep you apprised of how Herr Potts & Potts plans to handle the current situation.
Although we are limiting in-person contact, we continue to remain steadfast in providing legal and tax services. We continue to check email and voicemail regularly (while also being part-time teachers to our home-schooled children!). We will try to get back to you as soon as possible.
We remain “remotely” open for business and are ready to assist you with any legal and tax matters. Thank you for your patience!
Please stay safe and healthy!