Montgomery County Estate Planning Lawyer

Planning Today for Peace of Mind Tomorrow: Craft an Estate Plan in Pennsylvania

Estate planning is a beneficial process for anyone, regardless of the size of their estate. A carefully built estate plan can provide peace of mind for you and your family both now and in the future, no matter how your family’s circumstances may change.

We focus on helping you preserve wealth for your loved ones and on minimizing your exposure to estate taxes. Estate planning is a lifelong activity, and we see ourselves as your long-term, trusted advisors. Estate planning lawyers at our firm carefully craft plans that account for your exact wishes and the best interests of your loved ones.

We want to help you achieve your goals, and we know how to do so. The Pennsylvania estate planning attorneys with Rubin, Glickman, Steinberg, & Gifford, P.C., are dedicated to providing the most reliable legal advice and estate planning methods for our Montgomery County clients.

Create an Estate Plan That Meets Your Needs with Montgomery County Estate Planning Lawyers

Are you concerned about asset protection, unnecessary taxes, and probate costs? Are you worried about Medicaid eligibility? Do you have minor or special needs children that need to be considered during estate planning? Putting an estate plan in place can help ease your anxiety.

Our Montgomery County estate planning lawyers can put their expertise to work for you in:

• Reducing taxes
• Special needs planning
• Business succession

Our extensive knowledge of tax and business law allows us to counsel and support a broad range of clients’ typical to complex estate planning requirements. Our business clients retain our services to set up third-party trusts, end-of-life taxation planning, and detailed business succession plans.

While other firms may consider estate law to be a small portion of their practice, at Rubin, Glickman, Steinberg & Gifford, P.C., our estate clients are our priority.

Your Consultation with a Montgomery County Estate Planning Lawyer

During your free consultation, we will take the time to get to know you and your family’s unique needs. We will also explain why you should always have a few simple, economical documents in place, including:

• Wills
• Powers of attorney — financial and health care
• Living wills and health care directives
• Trusts

Estate planning may seem like a dull and burdensome task, but it doesn’t have to be that way. At Rubin, Glickman, Steinberg & Gifford, P.C., our objective is to make it straightforward and easy for you. Our estate planning team is gifted at making sophisticated legal and financial methods effortless to follow.

During your initial free consultation, we will clearly describe the different options available to safeguard your assets, reduce your tax exposure, and how prevent unnecessary probate costs or future estate litigation. We will walk you through making the optimal decisions for you and your family one step at a time.

Probate and Estate Administration

Suppose you have lost a family member or have been asked to serve as executor of an estate. In that case, you may be facing overwhelming financial and administrative responsibilities during an already difficult time.

Probate and estate administration can be an emotionally draining and lengthy process involving taxes, identification, and liquidation of assets, administration of estate assets, notifications and accountings to beneficiaries, and real estate transactions.

When you need an estate planning attorney in Montgomery County to assist with probate, we can advise you and your family to help make a challenging time less cumbersome. Whether you want beneficiary representation or you’re the executor of an estate, Rubin, Glickman, Steinberg & Gifford, P.C., estate planning attorneys are highly skilled in the proceedings.

Whatever your needs, we are here to help you through this whole process and provide you peace of mind.

Contact a Knowledgeable Estate Planning Attorney in Montgomery County, Pennsylvania

Whether you’re a business owner seeking to update your estate plans, part of a young family looking for long-term security, or an elderly citizen needing assistance with taking control of your assets, turn to the Montgomery County estate planning lawyers at Rubin, Glickman, Steinberg & Gifford P.C. with confidence in our integrity, effectiveness, and attention to our clients’ needs. Our attorneys are here to assist through the estate planning process skillfully. In the event of a disputed will, we will help you see that the deceased’s intentions are truly honored.

Learn how we can assist you and your loved ones and schedule a free consultation by completing a contact form or calling us at 215-822-7575.