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  • What Our Clients Say
  • Client Results
  • Blogs
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  • Meet the Team
    • Our Process
    • Rebecca Sallen
    • Tracy Dussell
    • Kimberely Comfort
  • Estate Planning Montgomery County
    • Estate Planning With Wills
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    • Estate Tax Planning
    • Family Limited Partnership
    • Guardianship
    • Guardianships for Seniors
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  2. 2025

Posts in 2025

  • Estate Planning
    Jul 23 Vanilla Ice Delivers a Timely Reminder on Estate Planning

    Robert Van Winkle, better known to most as Vanilla Ice, recently surprised his audience by addressing a topic far more practical ...

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  • Estate Planning
    Jul 07 Estate Planning for Modern Families

    Draft a will, establish a trust, and ensure the documents are properly executed, it is often seen as a straightforward process ...

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  • estate planning
    May 14 Uncertainty is in the Air – But Your Estate Plan Shouldn’t Be

    Feeling unsettled and uncertain? You are not alone. Many Americans are concerned over ongoing talks about federal reforms, ...

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  • Lawyer with client
    May 07 Case Study: Guiding a Blended Family Coping with a Loss with Care and Expertise

    Situation Decedent was a life-long resident of Lower Merion Township, Montgomery County, PA who died after suffering from a ...

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  • Estate planning
    Feb 24 Key Estate Planning Insights for 2025

    As we transition into 2025, it's evident that estate planning remains a critical yet often overlooked aspect of financial ...

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  • paperwork
    Feb 17 Top Estate Planning Mistakes to Avoid in 2025, A Comprehensive Guide for Clients and Advisors

    Estate planning remains one of the most important yet frequently mishandled aspects of financial and legal preparation. As we are ...

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  • Estate Planning for Modern Families
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