Maintaining a broad perspective is the hallmark of the tax and estate-planning group at Hamburg, Rubin, Mullin, Maxwell & Lupin. It is a perspective that has preserved the assets of individuals, allowed businesses to move forward with development plans, and enabled our clients to enjoy higher standards of living and a better quality of life.
Some of the basic estate planning documents we create for clients include:
- Advance medical directive, which is also called a living will. This document allows you to make your own decision whether you want artificial life support if you are in an unconscious state with no hope of recovery. This document also names a Health Care Proxy, which is a person who can carry out your decisions.
- A durable power of attorney, which allows you to name someone as your agent who can pay bills and make other financial decisions on your behalf. The power of attorney is “durable,” meaning that it remains in effect even if you are incapacitated.
- A will or trust, which gives instructions as to how your estate will be distributed when you die.
The transfer of your estate at death is only one of the functions of a will or trust. They can also be used to protect your estate from a large estate tax liability and to plan for the care of your children should you unexpectedly pass away before they reach adulthood. As the tax laws are constantly changing and becoming more complex, it is essential that you have proper guidance in planning for your future and your family’s future.
Contact HRMM&L to set up an appointment.
Susan Piette’s 2019 Seminar Offerings – 55+ Series
December 13, 2018
Susan Piette – Estate Planning Speaking Engagements Fall 2013
August 27, 2013
Susan Piette Speaks at ACTS Community of Springhouse Estates
April 17, 2013
The Pennsylvania Sourcebook Publishes Estate Planning Articles Written by Susan Piette
April 1, 2013
Today’s Caregiver: Publishes Susan Piette’s Article on Key Estate Planning Issues
January 1, 2013
Jon Samel and Lisa Shearman Speak at PBI Estate Law Institute Nov 14-15, 2012
November 14, 2012
HRMM&L Attorneys, Staff and Paralegals Donate a Saturday to “Wills for Heroes”
October 17, 2012
Jonathan Samel Addresses Tax Committee of the Probate and Trust Section of the Philadelphia Bar Assn April 24, 2012
April 24, 2012
Attorneys Samel, Ochrach and Himsworth Presented on Marcellus Shale at Montgomery County Estate Planning Council Feb 27, 2012
February 27, 2012
Top Five Reasons Why a Parent Should Have an Estate Plan
February 3, 2018
TAX ALERT: I Just Got Another K-1 and My Return is Due Tomorrow
May 14, 2014
ALERT: Recent Tax Law Changes Make Income Tax Planning More Important Than Ever
February 27, 2014
Estate Planning Alert: DOMA and How it Affects Pennsylvania Residents
October 30, 2013
ALERT: Estate Planning in 2013 and Beyond
March 7, 2013
To Trust or Not to Trust? – HRMM&L In Brief article January 2013 issue
January 1, 2013
TAX ALERT: Intra-Family Loans: An Important Wealth Preservation Planning Technique
October 9, 2012
ALERT: Gifting to Children: Consider an UTMA Account
June 18, 2012
Don’t be a Joe or Helen! Protect Your Assets and Wishes Now! Elect Non-crisis planning for you or your loved one – HRMM&L In Brief May 2012 issue
May 3, 2012
Estate Planning Alert: What Percent Are You In?
April 26, 2012