Estate Planning Assistance

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Taxonomy Code: FT-2700

Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs. Estate planning provides an opportunity for individuals to make their wishes known and to name the person(s) who will be responsible for carrying out those directives. Tools available during the estate planning process include a Last Will and Testament, durable power of attorney for health care, durable financial power of attorney and a directive to physicians such as a living will, natural death directive or other state-recognized document. A revocable living trust may also be appropriate in some circumstances.

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There are 6 matching records.
Service NameDescriptionLocationProgramAgency
ACHIEVA Family TrustCounsels individuals on disability-based issues (including public benefits, financial and estate planning), manages affordable special needs trusts and helps to create support plans with public and private resources for the care of people with disabilities.AlleghenyACHIEVAACHIEVA
Elder Law, Estates Settlement and Planning Services-Chambersburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
Elder Law, Estates Settlement and Planning Services-McConnellsburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
Elder Law, Estates Settlement and Planning Services-Waynesboro OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
Juniata County Register and RecorderClerk of Orphans' Court - issues all marriage licenses, handles all adoptions and incapacitated filings, and presents all first and final account files in the estate to the court. Recorder of Deeds - handles all transactions dealing with real estate. Register of Wills - probates the wills of all decedents and issues letters of administration and testamentary in each estate.JuniataJuniata County Register and RecorderJuniata County Register and Recorder
University of Pittsburgh School of Law - Elder Law ClinicStudents provide free legal services to low-income older adults (aged 60+) and/or clients’ family members. Services focus on advance planning for incapacity (including Powers of Attorney and Living Wills), simple estate planning, guardianship and related matters, Medical Assistance for long term care, settlement of estates with limited assets/small estates, and grand-parenting issues. Students also provide community presentations on elder law issues.AlleghenyUniversity of Pittsburgh School of LawUniversity of Pittsburgh

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