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What are Some of the Most Important Estate Planning Documents?

In order to prepare for the future, it is important to create a comprehensive and cohesive estate plan. To do this, there are a number of documents you may need to create. Some of the most important documents you need include: Wills A will is one of the most important…
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What to Know About Pet Trusts in Pennsylvania

For many, their pet is a part of the family. As a result, it is important to make plans for your pet, the same way you would for a family member. For this reason, many people choose to create pet trusts. Read on to learn more. What is a Trust?…
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Initial Consultation With an Estate Planning Attorney | What to Expect

Estate planning can be stressful, but going into the process with an idea of what you are walking into can help ease your mind. Read on to learn more about some of the estate planning basics and what you can expect from an initial consultation. Common Estate Planning Documents: When…
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Common Misconceptions About Estate Planning in Pennsylvania

There are a lot of misconceptions surrounding estate planning. Read on to learn more about estate planning for Baby Boomers. Top 3 Misconceptions About Estate Planning for Baby Boomers: There are a lot of mistakes you can make when it comes to the estate planning process. The three biggest misconceptions…
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What Happens to my Assets in the Event of my Passing?

Many people wonder what happens to their assets once they die. The truth is, it is within your control to decide. If you properly plan for your estate, you can choose what assets go where. This can mean leaving certain items to friends, families, and even charities. Read on to…
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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 & 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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