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SERVICES

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ESTATE PLANNING

The Law Office specializes in providing tax-efficient estate planning solutions.  Lindsey's experience as an Estate Planning Attorney can help you to plan ahead to distribute your assets according to your wishes. Lindsey can help you navigate the complexities of estate planning, including lifetime transfers of intrafamily wealth to take advantage of the current federal estate tax exemption.

The Firm performs probate services in Montgomery, Delaware and Philadelphia Counties.  After the death of a loved one, it can be challenging to administer an estate as executor.  The Firm offers clients sensitive guidance through this difficult time with efficient probate and estate administration services. The attorney will work directly with you, not a paralegal or secretary, to provide you with individualized attention.  By taking a logical and practical approach, the Firm helps clients navigate through the probate process toward the end of estate administration with the filing of the Pennsylvania Inheritance Tax Return, including transfers of property and legal financial advice.

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PROBATE

We represent beneficiaries who seek to challenge a will. Our probate services include representing executors as they seek to administer an estate.  We will take you from the process of probate through distributing assets to the beneficiaries designated in a will.  We serve Delaware and Montgomery County for probate and estate administration. 

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Fiduciary Litigation 

Navigating complex legal landscapes with precision, the Firm's fiduciary litigation practice is dedicated to safeguarding your interests and holding accountable those entrusted with managing assets.  The Firm has experience representing beneficiaries, executors, trustees and agents under power of attorney.  With uniquely qualified skills, the Firm meets each client's expectations with individual attention and counsel.

Trusts and Wills

Experience peace of mind as you plan for the future. The Firm's Trusts and Wills practice combines legal proficiency with a personal touch, delivering tailored solutions for your estate planning needs.  Trusts and wills are crafted to meet each specific client's needs.  All wills come with financial and healthcare powers of attorney.  Special rates applicable for partners and spouses.  Book a consultation today if you are interested in learning more about making trusts or wills.

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CONTACT US

If you have any questions or would like to schedule a consultation, please contact us. Lindsey is here to help you plan for the future and protect your assets.

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