Our firm has been providing legal services for over 40 years to the Bucks and Montgomery County communities. We are located in Jamison, Bucks County, Pennsylvania. Our practice has developed over the years into one that serves our clients in the areas of the Administration of Decedent's Estates and the preparation of Wills, Trusts, and Medical and General Powers of Attorney.
We also concentrate in assisting clients with Elder Law issues, planning and understanding the ever-changing rules and regulations related to long-term care. Another area of concentration involves representation of clients with Internal Revenue Service and Pennsylvania Department of Revenue issues, as well as the preparation of individual, business, estate, gift and trust tax returns.
We also concentrate in assisting clients with Elder Law issues, planning and understanding the ever-changing rules and regulations related to long-term care. Another area of concentration involves representation of clients with Internal Revenue Service and Pennsylvania Department of Revenue issues, as well as the preparation of individual, business, estate, gift and trust tax returns.
Services
Our firm has extensive experience in the administration of decedent's estates so that we can guide executors and families through what can be a very confusing process. We can advise through consulting sessions with clients how to best plan their estates to ensure that the wishes of those clients are clearly set out so that the administration and distribution of their assets comply with well thought out intentions.
Many issues bring many questions. What documents do I need for my estate plan? How can I help Mom and Dad with long term care planning? What are my duties now that I have been appointed as an Executor? Is a trust something that makes sense for us? How about powers of attorney? What is the current tax situation for Pennsylvania inheritance and Federal estate and gift taxes?
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