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Trusts

What’s a $100,000 Charitable Trust Worth in 91 Years?

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If you’re interested in using a charitable trust and want to know what happens as the money grows, or what happens when the charitable purpose of your trust no longer exists, the read this quick article about Charitable trusts. And, for more information about trusts, living trusts, charitable trusts, insurance trusts, and family trusts, …

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Special Needs Trusts: Using a Trust Protector

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We prepare special needs trusts for beneficiaries to help insure the recipient of inherited or gifted assets can continue to qualify for government or private benefits. Clients who are creating these trusts often struggle to decide who they should appoint as trustee of the trust. We want to make sure that we select the correct person …

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Elder Law: Medicaid Asset Protection Trust Series

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Elder Law: Medicaid Asset Protection Trust Series.  Many of our clients want to guard against losing large portions of or even their entire estate to the costs of long term nursing care.  They recognize that the ever rising cost of nursing care coupled with increased life expectancies could result in significant expenditure of estate assets.  Clients …

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Difficult IRA Beneficiary Designations-Naming A Trust

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Although you are permitted to name anyone or anything as the beneficiary of an Individual Retirement Account (IRA), there are many pitfalls that must be avoided. Naming a Trust as the beneficiary of an IRA is an important estate planning opportunity, but the Trust and the beneficiary designation language must be drafted properly to insure …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069