Experienced guidance in planning with wills and trusts

For many years, the estate planning lawyers at Fromhold Jaffe & Adams have helped individuals and families plan and prepare for the end of life.  We take the time to get to know our clients and evaluate their needs and circumstances. We offer legal advice to assist clients to plan for their families’ needs after they are gone and to plan for the orderly disposition of their estates and property.  We advise business owners about planning for passing their businesses on to the next generation or planning to sell their businesses to others and help them implement these succession or transfer plans.

Everyone should have a will and should plan for what happens to her or his property and family after she or he is gone - no matter how large or small the estate will be.  Planning for possible incapacity with powers of attorney or trusts is also important.  Significant and unnecessary problems can be avoided by proper planning today.  We assist clients to plan to fulfill their personal wishes, and we prepare appropriate documents for the client’s individual needs – whether only a simple will is needed or a more complicated plan and sophisticated documents are required.

Where trusts are appropriate – for example, where they can be used to save taxes or to protect minors, young adults or incapacitated persons – we draft the trust documents and assist in their implementation.

Providing personal, knowledgeable estate planning to each individual client

Being knowledgeable about estate planning law means being familiar with Pennsylvania estate, trust and property law, Pennsylvania tax law and federal tax law. Because real estate is often involved in estate planning, a familiarity with Pennsylvania real estate law is also crucial.  Our extensive real estate practice allows us to bring a heightened knowledge of the interrelationships between estate planning and real estate to our clients’ plans.  Our lawyers are familiar with these areas of the law and are prepared to assist our clients with the following typical aspects of estate planning:

  • Providing for minor children, young adults and spouses after death
  • Making certain their hard-earned assets are distributed as the clients intend
  • Minimizing or eliminating Pennsylvania Inheritance Tax
  • Minimizing or eliminating Federal Estate Tax and Federal Gift Tax
  • Implementing trusts for protection or for tax savings

In addition to the typical situations, where appropriate, our estate planning attorneys provide advice and assistance with clients’ special needs, for example:

  • Estate planning after divorce  (see article)
  • Providing for possible incapacity through powers of attorney or trusts
  • Avoiding potential real estate title issues after death
  • Gift planning during lifetime to reduce taxes
  • Avoiding challenges to wills
  • Asset protection planning and protection against claims of creditors
  • Avoiding claims of former spouses after divorce
  • Avoiding problems with business succession

Proper documents for each individual client

Our estate planning attorneys do not take a “one size fits all” approach but create appropriate special documents for each individual client, including:

  • Wills
  • Revocable Trusts
  • Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Special Needs Trusts
  • Family Limited Partnerships
  • Family LLCs
  • Buy-Sell Agreements
  • Business Succession Plans
  • Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills
  • Pre-nuptial Agreements
  • Post-nuptial Agreements
  • Cohabitation Agreements
  • Guardianships

Similarly, the firm’s estate administration attorneys take great care in assisting survivors, beneficiaries, executors and administrators in carrying out the provisions of a will  and administering estates and trusts and – where necessary – establishing rights through estate litigation in Orphans’ Court.

At Fromhold Jaffe & Adams, we believe that the more you know about the law, the more informed your decisions will be and the better we can help you. Please see our wills, trust and estate planning articles for useful information. Listings of the articles can be found at these links.

Please contact Fromhold Jaffe & Adams to speak to an estate planning lawyer who brings practical advice, wisdom and many years of experience to meet your estate planning needs.

Our estate planning attorneys serve clients along the Main Line and in Montgomery, Delaware, and Chester Counties and the greater Philadelphia area.