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Can I Modify or Terminate a Trust? | What to Know

Essentially, a trust is a contract between your estate and the trustee you, the trustor, will appoint. When you do so, the trustee will manage the trust on behalf of the beneficiary of the trust. Trusts will often bypass the probate process, and they frequently help families save on taxes,…
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Estate Planning for Sentimental Assets | What to Know

Estate planning can be a stressful process, but certain tips and tricks can help make things easier. For example, there are certain ways to distribute different assets. While some assets should be listed in a will or trust, other assets may be better listed in a personal property memorandum. Read…
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Estate Planning During a Pennsylvania Divorce | What to Know

If you are getting divorced, one of the most important things to do is update your estate plans. This is because your spouse is likely involved in your estate plans in a number of important ways. Read on to learn more. What Documents Should I Update? You should be sure…
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Powers of Attorney – Do They Have Unlimited Control?

A Power of Attorney (POA) is a document that allows an individual to choose a loved one to act on his or her behalf when it comes to important health and legal matters. This may be necessary in the event of incapacitation. Read on to learn more about powers of…
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Estate Planning for a Special Needs Loved One in Pennsylvania

Many individuals with special needs rely heavily on government benefits. In order to obtain these benefits, you may need to have a certain amount of assets. Sometimes, a friend or family will leave a loved one assets in their will, and subsequently, disqualify their loved ones from their government benefits.…
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Estate Planning Mistakes to Avoid in Pennsylvania

Planning ahead is important for you and your loved ones. But, it can be complicated. When it comes to estate planning, there are some common mistakes to avoid. Read on to learn more. Failing to Create a Comprehensive Estate Plan Altogether When many people think of estate planning, they think…
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Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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