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Schedule a Free Consultation 215-809-3900
  • What Our Clients Say
  • Client Results
  • Blogs
  • Home
  • Meet the Team
    • Our Process
    • Rebecca Sallen
    • Tracy Dussell
    • Jay Shaw II
  • Estate Planning
    • Estate Planning With Wills
    • Estate Litigation
    • Estate Tax Planning
    • Family Limited Partnership
    • Guardianship
    • Guardianships for Seniors
    • Trusts
    • Non-Traditional Families
    • Planning for Children
    • Probate/Estate Administration
    • Special Needs Planning
    • Estate Planning Radio
  • Probate & Estate Admin
  • Upcoming Events
  • Publications
  • Contact Us
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325 Merion Road
Merion Station, PA 19066

Map & Directions 215-809-3900
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  • Asset Protection (6) Posts
    • Jul 25 Don't Risk Your Accounts With Joint Title!

      As clients age, it is common for them to add a child to their bank account so that bills are paid or in anticipation of incapacity ...

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    • Jun 28 Estate Planning for Young Professionals

      For many, estate planning can often be placed into a box that belongs solely to individuals who are either of an advanced age or ...

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    • Jan 11 Estate planning after you win the lottery; 3 things you need to know

      I want to wish all of those who bought tickets in the lottery. Winning the jackpot is a very happy and exciting event. It can ...

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    • Dec 17 How to Leave Assets to Adult Children

      When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents ...

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    • Nov 24 Taking Care of a Valuable Asset (You)

      The combination of your talents, experience, and skills represents an asset. Like any asset, it should be managed and protected. ...

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    • Sep 09 How To Protect Yourself In A Divorce With A Domestic Asset Protection Trust

      No one heading down the aisle thinks that their marriage will end in a divorce. Talking about how they will divide their assets in ...

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325 Merion Road
Merion Station, PA 19066
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