Estate and Business Planning Estate and Business Planning

Estate & Business Planning

Estate Planning for Philadelphia & Southeastern PA Counties

Work with an estate planning attorney and collaborative financial planner to organize your financial affairs for the next generation. We will collaborate with you to create and manage the documents that secure the financial future for you and your family.

Estate planning most often includes:

  1. A Will that directs the disposition of the property that you own
  2. A Power of Attorney that designates someone to take care of your financial affairs if you are not able to do so. You may also decide that you would like to create a trust that names someone else, your trustee, to act on your behalf with regard to your property.
  3. A Living Will, also called an Advance Healthcare Directive, that governs the medical treatment that you desire, if you are unable to speak.
    Avoid disputes about property, financial affairs, and medical preferences. Partner with the Collaborative Law Professionals of Southeastern Pennsylvania to plan your future.

Business Succession Planning

Many families face the challenges of continuing a family business as an older generation becomes less active and shares the responsibility of running a family business with the next generation. Estate and business succession planning requires responsible decision making and cooperation. The transition of your business requires great attention to detail. The Collaborative Alternative can ensure that all family members are heard and acknowledged when creating plans for the future.

Our business planning lawyers, professionals and certified financial planners advise individuals who have chosen to settle their legal affairs using Collaborative Practice in Bucks County, Montgomery County, Delaware County, Chester County, Philadelphia, and the surrounding areas.

Find a member of the Collaborative Law Professionals of Southeastern Pennsylvania and schedule a consultation today.

How can a collaborative approach help me after the death of a loved one?

Many families face some conflict after the death of a loved one and can benefit from the Collaborative Team’s assistance in resolving disagreements about the distribution of funds or the receipt of cherished family mementos.

Visit our FAQ page and learn more.
How can the Collaborative Team help my family-owned business in transition?

Our Collaborative Team that includes a lawyer for each party, a neutral Financial Specialist and Coach, can guide your family members during a leadership transition.

Visit our FAQ page and learn more.
How can the Collaborative Team help me with my will and other estate planning documents?

The preparation of a will, a power of attorney or a living will can sometimes present difficult choices. For example, if you hesitate to name one child over another and worry that a child may feel hurt by your choices, you can resolve these issues with the help of our Collaborative Team.

Visit our FAQ page and learn more.