Inclusive Family Estate Planning in Montgomery County
Also Serving Philadelphia County, Merion Station, Lower Merion, The Main Line and Surrounding Areas
At Sallen Law, we are proud to serve our Merion Station community, and we represent all families throughout Montgomery and Philadelphia Counties. Anyone preparing for the future can face estate planning hurdles. Our Montgomery County estate planning lawyer is ready to assist non-traditional families with all of their estate planning needs. Whether you are a legal guardian, a same-sex family, or a single parent looking to protect your child, we encourage you to contact our firm.
Safeguarding Non-Traditional Families
At Sallen Law, we can work with you to determine what your specific needs are and help draft important legal documents that can protect your loved one’s futures, including:
- Safeguarding custody of minors
- Naming beneficiaries in wills and trusts
- Establishing inheritance and ownership of property
- Naming beneficiaries in life insurance policies
- Drafting wishes and instructions for end-of-life and burials
- Working to minimize taxes for surviving family members
- Protecting rights and medical directives for children and spouses
- Safeguarding finances and custody
In accordance with federal laws, including the Defense of Marriage ruling, same-sex couples are entitled to the same federal benefits of heterosexual couples when it comes to estate taxes, wills, and trusts; however, the law must reflect the recognition of same-sex marriages in the couple’s home state. In some cases, inheritance laws, taxes, guardianship, and even life insurance benefits could be denied to same-sex couples and it is important that you work with an attorney to help protect your family.
Initial phone consultations are offered at no charge. Call us today at (215) 992-9662 or complete our online form.
Hear From Our Happy Clients
At Sallen Law, LLC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.
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“For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questi”Betty P.
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“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”Amy D. - Philadelphia, PA
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“During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”Heather - Philadelphia, PA
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“Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”Adam - Bala Cynwyd, PA
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“I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”Anonymous
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“We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”Ivy - Lafayette Hill, PA
Let Our Merion Station Firm Help You Plan Your Non-Traditional Family Estate Documents
Sallen Law is proud to support families of all shapes and sizes, and our estate planning team will work with you to determine the correct legal actions that may need to be taken in order to protect you and your family. Because we take a holistic approach to finding solutions for our clients, and work side by side with your financial advisors and accountants, we can find solutions that address all of your needs. For more information, or if you have a question regarding an existing law or will, do not hesitate to contact our firm. We offer free phone consultations to each potential client.
You can reach Sallen Law by completing our online form or calling our firm directly at (215) 992-9662.