Our Estate Planning Services Help You Protect Assets And Plan Ahead For Loved Ones

Few aspects of personal finance are ignored more often than putting a plan in place that dictates what will happen with your assets when you die. At Leisawitz Heller in Wyomissing, many of our estate planning clients say they didn't fully understand the consequences of not having a proper estate plan in place.

Our firm has a strong history of helping residents of southeastern Pennsylvania protect their assets and ensure that they pass them to loved ones in the manner they choose. Founding shareholder Alan I. Baskin assisted clients with estate planning when he founded the firm in Reading in 1957. Nearly six decades have passed and we continue to help individuals, couples and multiple generations of families develop comprehensive estate plans.

We charge flat fees for many of our estate planning services. Whether we agree to a flat fee, an hourly rate or some other payment plan, we will give you a good idea of your total cost upfront.

Drafting A Will Is A Good Start, But It's Only A Start

A will is a good place to start when creating an estate plan, but there are a number of other important components to include. Each estate plan is as unique as the individual for whom it is created. We carefully review each client's situation and develop a strategy that fits that person's objectives. Our estate and trust attorneys work help clients with:

  • Protection if you become incapacitated — By establishing durable power of attorney and health care power of attorney, you ensure that someone you trust will be able to make decisions on your behalf if you become incapacitated.
  • Guardianship — We help individuals seek legal guardianship of adults who are unable to make decisions on their own. We also help parents name a legal guardian for minor children in case they die or are no longer able to care for their children.
  • Minimizing taxes — Our tax planning strategies help clients who have accumulated significant assets preserve their wealth and pass more to loved ones.
  • Estate administration — We assist executors of wills who are charged with paying a decedent's bills and distributing assets according to the decedent's wishes.
  • Trusts for individuals with disabilities — A special needs trust provides additional financial support for beneficiaries with disabilities without endangering government benefits such as Supplemental Security Income (SSI) and Medicaid.
  • Will and trust disputes — We represent parties in will contests, trustee litigation, guardianship disputes and other estate disputes.
  • Medicaid and Medicare planning — We help clients protect their life savings from the cost of long-term care.

Experience And Accountability You Can Trust

The estate and trust lawyers at Leisawitz Heller are among the most respected and highly credentialed attorneys in the area. Three of our lawyers hold advanced degrees in tax law. One member of the team is the only certified elder law attorney in Berks County. The group has more than 80 years of combined experience and has worked with clients from all walks of life on wills and probate services and other estate planning needs.

Call or email us to schedule an appointment. We will review your situation and recommend an effective course of action. If you have an existing estate plan that has not been updated in five years or more, it is a good idea to have a knowledgeable attorney review it to ensure it still accomplishes your wishes.