Estate Planning

Planning for your family’s financial security begins with effective estate planning. The estate planning attorneys at Black & Older provide a comprehensive analysis of your financial situation in order to create an estate plan that addresses all of your needs.

Whether you’re interested in leaving an education trust for your children, a business continuity plan for your company, or reallocating assets for an elderly parent in order to qualify them for Medicaid, our office can help. Consulting with accountants, health care planners, and tax experts, we explain how to structure your estate in order to avoid certain kinds of taxes and potential legal issues. We create checks and balances in our plans to prevent wills from being manipulated and trusts from being mismanaged or depleted.

To learn about the legal and financial options available to you, contact Black & Older today.

Planning Your Estate

The estate planning lawyers at Black & Older counsel and represent clients in regard to the following:

  • Wills
  • Trusts
  • Probate
  • Contested will
  • Gifts / donations
  • Medicaid eligibility
  • Healthcare directives
  • Reallocation of assets
  • Charitable remainders

Estate Plans that Stand the Test of Time

Increasingly, trusts are mismanaged while more and more wills are being contested.  In order to protect your estate plan, we work with professional financial institutions and trust administrators to establish strong protections.  Additionally, inserting language into your trust documents that regulates the transfer of trusteeship upon the death of the current trustee will insulate the beneficiary from unnecessary legal problems and financial loss.  We will work with you (and, if necessary, your family members) to undertake every legal measure necessary to protect your will or trust.

Getting the Information You Need

Most people want to know that their loved ones will be taken care of through the will or trust created for their benefit.  Addressing tax issues and other legal concerns can be complicated if you don’t know where to start. Our estate planning attorneys work one-to-one with all of our clients to educate them about their options.  We will involve you at every stage of the planning process to make sure you have the information you need to make fully-informed decisions.

Secure your financial future on a solid foundation – contact Black & Older today to schedule a free consultation.  Our office represents clients throughout Bala Cynwyd (Main Line), Doylestown, Norristown, Jenkintown, Media, West Chester, Allentown, and southern New Jersey.