It is ordinarily assumed that wealthy people will leave the majority of their assets to their children. However, if a wealthy person does not have any children, then something else needs to be done with the assets.
We take the time to get familiar with your short- and long-term goals. That way, we can design a legal plan that protects what matters most to you.
ESTATE PLANNING & PROBATE ATTORNEYS IN WEST CHESTER, PENNSYLVANIA
If you’re like most of our clients, the idea of working with a lawyer gives you some anxiety. We completely understand this reaction but assure you that we’re just regular people with a simple mission to make your life a little easier. After all, the sooner you secure a legal plan, the sooner you can relax, knowing that the most important pieces of your life are protected. So please, call to schedule a conversation. We’d love to answer your questions and help you get some peace of mind.
Let Our Experience Guide You
My grandfather's passing was extremely hard on my family, especially when legal issues became a factor. Ever since, I've made it my life's work to prevent the same thing from happening to other families.
HOW WE HELP YOU PLAN WITH CONFIDENCE
1. LISTEN & EDUCATE
To start, we want to learn about your needs, goals, and concerns. In turn, we will guide you to fully understand your options.
2. BUILD A PLAN THAT FITS
Next, we build your plan from scratch. Since it’s designed specifically for you, you won’t find another one out there quite like it.
3. CHECK IN REGULARLY
As your life changes, your legal plan needs to be adjusted to match. That’s why, every few years, we call for a friendly check-in.
WHAT OUR CLIENTS HAVE TO SAY
We feel very comfortable working with Jennifer and we are very happy with her work. We have even recommended her to our grown children for their own estate planning. Highly recommended!
I have received great legal guidance and excellent responsiveness, all for a transparent and affordable costs. I would recommend working Jennifer anytime!
[Jennifer] put us at ease, explained the entire contract, answered all of our questions and was very professional in the entire matter. She is an expert and it showed!
The process Jennifer implemented is a living process, designed to change and grow along with our needs and circumstances.
Jennifer was excellent! She made sure we understood every aspect of the Caregiver Agreement and put it all in laymans terms so we could understand it easily!
[Jennifer] offered great “outside the box” thinking to reach a resolution. I cannot recommend Jennifer highly enough.
A rapidly growing number of Americans are choosing to wed later. If you are one of the many individuals planning a later-in-life marriage, you should include a trip to your estate-planning attorney on the list of things to do before you say “I do.”
Estate Plan Complete with Child Protection
Prepared comprehensive Estate Plan for parents of young children, including Child Protection Planning to ensure that in the event of emergency, the children would be cared for according to the parents' wishes.
Charitable & Efficient Planning Strategy
Combined a Charitable Remainder Trust with an Irrevocable Life Insurance Trust to allow a married couple with children to donate to their favorite charity and provide their children with a tax-free inheritance.
Blended Family Estate Plan
Drafted a plan for a blended family to ensure each parent's assets would avoid probate and provide adequate support for the surviving spouse during his/her lifetime, while also protecting the inheritances of their respective children and grandchildren.
GET YOUR PEACE OF MIND
It’s natural to have some anxiety about building a legal plan — especially if you’ve never worked with an attorney before. But rest assured, we want to make this process as simple and stress-free for you as possible. That’s why we’ve built our practice with a focus on educating and guiding our clients rather than dictating their decisions for them.
So, if you’re looking to partner with an approachable legal team — or even if you just want to get a few questions answered — we encourage you to give us a call.
YOUR PARTNER FOR LIFE
If you decide to make us your legal team, we want you to rest easy knowing that we have your best interests at heart, now and always.
As we work together, there are three things we will strive to give you: 1) the knowledge you need to make informed decisions, 2) the confidence to put those decisions into action, and 3) the comfort of knowing you can call whenever you need us — whether it’s to ask a simple question tomorrow or make a large-scale change 20 years down the road.