Estate Planning &
Serving clients in the areas of estate planning, asset protection, long term care planning, and elder law. We are an education based firm, hosting free workshops in the community to aid our potential clients in identifying what is most important to them, and executing strategies to achieve their long term goals.
Whether you are an 18 year old student trying to ensure your parents can handle your affairs in the event you are in an accident, newlyweds who want to give their spouse the power to make decisions should they be unable to do so themselves, parents who want to ensure that they can determine their children's guardians in the event of their untimely passing, seniors who want to protect their assets from long term care, or have a family member in a nursing home and are trying to preserve some of their assets while qualifying for benefit programs, we are fully equipped to meet your needs.
Asset Protection and Long Term Care Planning
Estate Administration and Probate
Everyone Needs Estate Planning
Estate Planning is not just for the wealthy. Everyone over the age of 18 should have an estate plan in place. Without proper estate planning documents, the State, as opposed to the individual, determines how your affairs will be handled. This includes who acts on your behalf in the event of your disability or death, what life-sustaining treatment will be given in a period of incapacity, who would have custody of your minor children, and how your assets will be handled at the time of your death.
How Will You Address the Cost of Long Term Care?
Recent statistics show that 70% of individuals will require some sort of long term care during their lifetime. Unfortunately, the cost of both in-home care and care facilities can quickly drain your life savings. With proper planning, an individual can preserve some, if not all, of their assets, even if they are already residing in a nursing home. We assist clients in navigating the long term care options and developing strategies to protect their assets while qualifying for government benefits such as VA Aid and Attendance and Medicaid.
When Your Loved One Passes
When a loved one passes, we help clients through the process of settling and distributing their estate. Whether the individual passed without a will, a will needs to be probated, or a trust needs to be administered, we make the process as easy and streamlined as possible, providing a sense of security during a difficult time.
- Thu, Jun 09Clearfield
- Thu, Jul 07Clearfield
- Wed, May 18ClearfieldMay 18, 8:30 AM – 4:00 PM EDTClearfield, 512 Arnold Ave, Clearfield, PA 16830, USA6 Free Credits - This course has been approved by the Certified Financial Planner Board of Standards, Inc., the Pennsylvania Insurance Department, and the State Board of Accountancy. This course is also approved by the ABA for the CTFA designation. Non-credit attendees welcome!
- Thu, May 19Clearfield