Estate Planning

Why plan your estate?  No one likes to think about the prospect of death.  However, if you postpone planning for your demise until it is too late, you run the risk that your intended beneficiaries – that is, those you love the most – may not receive what you would want them to receive.  Estate planning is the process of deciding during your life how you want your property to be distributed after your death and of developing the documents to make sure that your decisions are carried out.

Estate planning is important for everyone, but vital for families with family members who have disabilities.  Individuals with disabilities may be eligible for a number of different local, state and federal programs that tie eligibility to income and asset levels.  Specialized estate planning is required to preserve eligibility for these needs-based programs and services.

Because we concentrate in the area of special needs, we are uniquely qualified and experienced to assist you in the area of estate planning, including the creation of special needs trusts for the preservation of public benefits.  We bring our collective experience to work for you to develop an effective estate plan that meets your unique family needs.  We are sensitive to the special needs of your family and provide step-by-step guidance on how to achieve your planning goals.  We encourage open and frequent communication.  Multiple exposures to drafts of your estate documents before they are finalized ensure precision and accuracy by allowing you sufficient time to review and ask questions.  Because of the quality of the work we deliver, we enjoy long-lasting client relationships with the individuals we serve.

Our estate planning services include

From your initial appointment through the signing appointment at which you complete your estate documents, and beyond, we will work with you to make sure that your goals in providing for your family are met.


We are available to speak to your organization or group on a variety of education and estate planning topics free of charge. We also sponsor free seminars throughout the year. For more information, click here, or call us at 215-830-5025.