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We are an experienced estate planning and elder law firm which caters to the Philadelphia area. We also specialize in working with the elderly to plan their future properly. Every senior citizen should discuss Elder law Issues like Medicaid and long-term healthcare planning with a qualified attorney. Visit us or call us at: The Robinson Law Firm 2 Bala Plaza #716, Bala Cynwyd, PA 19004 (267) 225-3529.

Estate & Legacy Planning in PA

We are very proud to cater to clients which come from the greater Philadelphia area and suburbs. Our clients come from areas on the Main Line like Bala Cynwyd, Conshohocken, Springfield, King of Prussia, Merion Station, Abington, Norristown, Havertown, Wayne, Haverford, Bryn Mawr, Ardmore, Rosemont, Wynnewood, North Philadelphia, West Philadelphia and Villanova Pennsylvania. We are extremely proud of the fact that we treat our clients like family. That is why so many Montgomery county residents have joined our family and used are Trademark Firm Family memberships. We are the law group who believes in innovative approaches that will make estate planning in PA easier than it ever was before. We have been recognized in our local township's such as Lower Merion, Abington, Cheltenham, Upper Merion, Horsham, Upper Dublin, Lower Providence, Montgomery, and Upper Moreland. We would be glad to assist you with everything from special needs and disability planning, medicaid law, living wills, medicaid crisis planning, estate tax planing, estate trusts, planning for physicians (doctors), probate, revocable living trusts and more.

Elder & Estate Attorneys From Conshohocken To Norristown

Estate planning is a way to obtain legal freedom regarding ones assets in their life-time. The alternative can actually be very grueling and tedious. One who passes without a will falls into a legal maze that is primarily controlled by the state. The process is knows as estate administration. The way to avoid this is simple; think hard and long about how you want to distribute all your wealth and property when you pass away. In areas in Montgomery county like Norristown, Estate planning lawyers can be found in abundant allowing you to choose a legal Representative you are very comfortable with. In conclusion, plan your estate today for a better tomorrow. If you have any questions about wills and estate planning call us today. In the event that a loved one has passed without leaving a will feel free to inquire about the probate and estate administration processes in your county courts.

Lawyer.com Takes Estate Planning in PA Seriously

How can a legal resource be more serious than it's competition? It's simple lawyer.com provides consumers with screened attorneys and include anything and everything a person would ever want to know about them. When you read the 3rd party description of the firm which includes education history, case history, winning verdicts and more it becomes easy to pick a legal representative for your case. If you would like to learn more visit the Estate Planning hub on lawyers.com now. If you need to plan an estate for your family we are here for you. Now that you understand you can trust us it is time to let us help you secure your estate and to make sure your assets will be distributed properly.

An Estate Lawyers Advice on A Spouses Death

A spouse dying suddenly without warning is a horribly traumatic thing. A travesty like this is made exponentially more difficult if your spouse did not finish his estate plan or had none at all. On top of the death of the person closest to you, now you also have to survive a dragging financial and legal nightmare.

Estate planning lawyers all have similar stories on the matter. In this article, we’ll discuss what happened with real life couple Jonas and Amy.

Jonas and Amy have been together for 3 decades and had reached a point in their relationship where they were openly discussing estate planning. They even got to the point where they found a lawyer they could trust and even prepared draft documents. Though they were constantly nudged to finish their paperwork by their estate planning attorney, they never found the time to finalize it and left several matters in their estate planning unresolved.

Unfortunately, Jonas had an unexpected heart attack and had passed away.It happened quickly and had devastating effects on his family members; especially on his wife Amy. After Amy had enough time to recover, she began wondering about how to live. She was under the assumption that everything in Jonas’ name would naturally pass on to her and she could proceed with her life without needing to worry about her investments, her real estate property, and bank accounts. This, however, was not the case.

Majority of their property was community, her estate attorney explained that this means they could be placed in her name without probate but she’d need to complete a lot of legal paperwork and file a spousal property petition in court. This had cost Amy $3,000.

One of Jonas’ properties was inherited from his parents which made it separate property. Amy had found out that in her state, separate property does not go to the surviving spouse. Jonas had intended for this property to go to Amy and then pass on to their children upon her death but since he died without leaving a will, it was up to the state to determine how the separate property would be divided.

The property was split 3 ways equally between Amy and her two children. Today, Amy and her kids have worked everything out and settled most loose ends. This, however, had taken her 2 years since Jonas’ death. Amy’s lawyer had filed for probate on the separate property which led to more legal forms to handle, more fees, and more time. Several widows and widowers are stuck in a situation like this for multiple years before seeing a resolution.

It was a difficult 2 years for Amy. She had incurred over $17,000 in expenses. Majority of the amount was based on the value of the probate estate determined by state law. Leaving her estate planning unfinished had cost Amy 2 years of her life -- 2 years spent worrying over legal paperwork and having Jonas’ estate passed on differently from the way he intended.

What can you take out of this short account of Amy’s experience? Take the time to sit down with your spouse and really talk through both of your intentions, doubts, and ideas. Get an estate planning lawyer you can both trust and prepare a will and living trust. Sign them and place the paperwork in a safe place.

A Probate Lawyers Advice On Elderly Widows

Widow Loses Husband, Left with estate planning & probate Nightmare

A husband dies and leaves behind an elderly widow. The husband had always taken care of all the bills, managed all the accounts, and took care of their retirement plan. The husband was a careful man who never placed his all eggs in one basket. He had several accounts in his name and when he died, his wife had no way of knowing how many accounts he had, where they were, and how to manage her finances.

Through the help of her family and friends, she had managed to track down all of her money and learn how to take care of her finances. One of her biggest problems at the time was that all her husband’s accounts were in his name. She had to file for probate for each account before they could be touched; a legal and financial nightmare that took year’s to resolve.

Sadly, stories like these are common. On a lighter note, they are easy to avoid so long as you take some time to discuss matters with your spouse and prepare the paperwork with an estate planning lawyer. First off, here’s what you should take away from that story:

  • Both spouses must be involved in financial matters

One spouse taking care of all the finances is not helping either of them. Both husband and wife should know exactly how to manage their money.

  • Make it easy for your family

Everybody should keep a type of ledger with details of all their assets, where they are, what they are, how much their worth, and a short description of your intentions for them. Keep all the details in a secure location and make sure your family members know about it.

This makes it easy for surviving family members in the event of your death. Once you’ve done this, it will be a big weight off your mind knowing that should some unseen accident happen, your family will still be capable of managing all the finances.

  • Joint tenants

If you have assets like property, bank accounts, cars, safety deposit boxes, investments, etc., these should never be under your name only. Place them under your spouse’s name too. Joint tenancy is an ideal setup for spouses but people who aren’t married should not own property as joint tenants. Joint tenancy has the potential to cause massive problems so it isn’t advised for people who aren’t married to seek them. If you are not sure if joint tenancy is right for you it may be time to speak to a probate attorney in your city.

  • Finish your estate planning

In an ideal scenario, all assets are held by a living revocable trust. Once you have assets put in the name of your living trust, then these assets will not need to go through probate when you die. This will save all your heirs from massive headaches and small fortunes in legal bills.

A trustee has full control of the assets upon your death. In most cases, your spouse is the first trustee and you can name somebody else to succeed after her. It doesn’t take too much time to set everything up and once its done, you can tick that off your bucket list and rest easy knowing your assets are in good hands.

 NYC Estate Law Experience Moves To Philly

Our attorney is a graduate of St John's University School of Law in Queens, NY. She received here Juris doctor in 2010. Our attorney gained her initial experience in the highly competitive law glorified region of NYC. Now she brings her Big Apple experience to the main line region of PA.