801 Yale Avenue , Suite G1, Swarthmore, Pennsylvania 19081

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Estate Planning

Estate Planning Attorney To Help Protect Your Assets

Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, help for all on all aspects of your estate plan, including:

  • Durable Powers of Attroney
  • Advance healthcare directives (Living Wills)
  • Estate tax issues
  • Choosing the appropriate executor
  • Guardianships and conservatorships
  • Living trusts
  • Will drafting
  • Planning for long-term care expenses

Estate planning documents are flexible and can be designed to fit your unique needs. I work closely with you to determine your goals and create precise instruments to carry out your intentions.

Securing your legacy

You’ve worked hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you great comfort. I  analyze your estate and strategize the best means of transferring your assets, minimize taxes, establish guardianship for your children, care for your pets, support personal philanthropic causes and protect your loved ones.

Draft your advance directive and last will and testament

A Will is essential at every stage of your life. Your advance directive (or Living Will) sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your  Will provides you the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A Will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity.

A valid Will helps to ensure your intentions are honored.

Changing your Will

As your life changes, so might your estate plan. You should update your will periodically throughout your life. I draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Appointment of guardians

If you have minor children, your will allows you to make decisions about their future care. Naming a guardian is especially important if you are a single parent, but even married couples must consider the remote possibility of perishing in a common incident. If you do not name a guardian, the court will appoint one whose decisions may be in conflict with your parenting goals. You can also make arrangements for your pets’ care in your will, even naming a guardian to assume ownership.

Contact an estate planning attorney you can trust.

For comprehensive estate planning services in Swarthmore and throughout Pennsylvania, call Rosalie Spelman at 484-443-3514 or contact my office online to schedule a consultation.

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