Estate Planning Services

Don’t leave your family powerless if you cannot act for yourself. We can help you plan your personal health and financial affairs by creating the essential documents to take care of your affairs before and after death.
Our legal services approach ESTATE PLANNING in a holistic manner, to organize your personal and financial affairs to accomplish the quality retirement you have worked and saved so hard for. Without proper plans in place, if disability robs you of your decision-making or healthcare costs start to skyrocket, your family could end up in court with strangers making decisions about you. We can help prevent that by creating the right estate plans.

Protect Your Retirement

  • Determine who to name as your agent under power of attorney and what powers to grant them
  • Choose your health care advocate and explain the use of advance directives during end-of-life decisions

Protect Your Family

  • Address your desires to transfer wealth to your family or vulnerable loved ones
  • Minimize the effect on taxes for you, your estate and your family

N. & C. P Philadephia, PA

"We appreciate how smoothly the entire process went."
2015-01-24T08:56:12+00:00
"We appreciate how smoothly the entire process went."

C.N. Furlong, PA

"I cannot express enough thanks and gratitude for all of the work your team accomplished. More importantly, I know my mother is extremely thankful.”…”I remember the first contact call I made with you. You took charge of the situation and battled to victory for my mother.”
2015-01-24T08:57:12+00:00
"I cannot express enough thanks and gratitude for all of the work your team accomplished. More importantly, I know my mother is extremely thankful.”…”I remember the first contact call I made with you. You took charge of the situation and battled to victory for my mother.”

L.G. Perkiomenville, PA

“Thank you for your hard work. You have been so helpful with things that are certainly stress-producing.”
2018-05-28T18:00:32+00:00
“Thank you for your hard work. You have been so helpful with things that are certainly stress-producing.”

L.G. Cheshire, CT

“Thank you for all your valuable information at our consultation. My mom feels very comfortable with you, which, makes my sister and I very happy."
2018-05-28T18:00:58+00:00
“Thank you for all your valuable information at our consultation. My mom feels very comfortable with you, which, makes my sister and I very happy."

J.G. & R.G., Collegeville, PA

We want to pass along to Rosemary, Eric, and the staff a heartfelt “thank you.” You made a difficult process endurable. From the initial consultation, you helped ease our anxiety, direct our course, and take actions in our best interest. I don’t think I’ve met a more stable person than Eric. He never showed any sign of distress. He was cool as summer rain. His calm made me calm. Most important, he knew what to do! Your staff, Teri in particular, was spot on with all tasks. I think every question I asked was answered in a timely fashion. Everyone treated us with respect and dignity. In the Gaelic, there is a toast, which means “to your health.” We say to you, "Slàinte!”
2020-10-08T01:33:24+00:00
We want to pass along to Rosemary, Eric, and the staff a heartfelt “thank you.” You made a difficult process endurable. From the initial consultation, you helped ease our anxiety, direct our course, and take actions in our best interest. I don’t think I’ve met a more stable person than Eric. He never showed any sign of distress. He was cool as summer rain. His calm made me calm. Most important, he knew what to do! Your staff, Teri in particular, was spot on with all tasks. I think every question I asked was answered in a timely fashion. Everyone treated us with respect and dignity. In the Gaelic, there is a toast, which means “to your health.” We say to you, "Slàinte!”

Our Services

Our mission is to provide the best service, care and match
for you and your family


Need to have your outdated estate reviewed? Don’t have estate plans established yet?