Montgomeryville Estate Planning Lawyers
What you leave behind is not just property; it is a legacy, and protecting it is one of the most profound decisions you will ever make for the people you love. Without a clear and legally binding plan in place, your assets may not reach the right hands, your loved ones may face unnecessary legal proceedings, and your wishes regarding medical care and financial management could go entirely unaddressed.
Have An Estate Planning Matter And Have Questions? We Can Help, Tell Us What Happened.
Rubin, Glickman, Steinberg & Gifford, P.C. is a full-service law firm with over 65 years of history serving individuals and families across the greater Montgomeryville area. Our estate planning lawyers understand that building a comprehensive plan requires more than simply drafting a will. It requires a thoughtful strategy that protects your assets, provides for your loved ones, and gives you peace of mind for whatever the future holds. With our knowledgeable and dedicated team by your side, you can expect attentive counsel, clear guidance, and a plan designed specifically around your life and your family.
What Is Estate Planning?
Estate planning is the legal process of organizing your decisions about how your property, financial accounts, and healthcare choices will be managed during your lifetime and distributed after your death. It is not a process reserved only for those with significant wealth. In fact, nearly anyone who owns property, has dependent family members, or holds specific wishes about their medical care stands to benefit from a well-crafted and legally sound plan.
Beyond distributing assets, estate planning allows you to designate a guardian for your minor children, protect funds for a loved one who may not yet be ready to manage them independently, and ensure that your medical preferences are honored if you are ever unable to speak for yourself. The following are the foundational documents that make up most comprehensive estate plans:
- Wills: A will designates who will inherit your assets and appoints a guardian for minor children.
- Trusts: A trust set up within your will allows assets to be held for your heirs until you feel they can appropriately manage the assets for themselves. A Special Needs Trust can also be established in your will or as a separate trust document to protect disabled children or adults.
- Powers of attorney: A power of attorney designates a trusted individual to manage your financial and legal matters if you become unable to do so yourself.
- Living wills: A living will documents your specific healthcare preferences in the event you are no longer able to communicate them.
Together, these documents form a comprehensive framework that safeguards both your financial legacy and your personal well-being at every stage of life.
The Importance of Acting Now in Montgomeryville
Many people understand the importance of estate planning yet continue to put off taking action. According to a 2024 AARP Research survey, 93% of adults ages 50 and older say it is important to have an updated legal will, yet only about half of that same group have actually created one. For Montgomeryville residents, this gap between intention and action can expose families to significant legal and financial hardship when it matters most.
In Pennsylvania, when a person dies without a valid will or trust, the state’s intestate succession laws take effect. That means the court, not your family, will determine how your assets are divided. Your property may not go to the people you intended, and your loved ones may be left to navigate the probate process at one of the most emotionally difficult moments of their lives. There may be court costs, lengthy delays, and disputes among family members that a proper estate plan could have entirely prevented. Taking action now, while you have the clarity and capacity to make thoughtful decisions, is one of the most valuable things you can do for the people you care about.
Why Work with Rubin, Glickman, Steinberg & Gifford, P.C.?
Rubin, Glickman, Steinberg & Gifford, P.C. brings more than six decades of legal history to every client we serve in Montgomeryville and the surrounding communities. Our firm has been recognized as a “Best Law Firm” by U.S. News & World Report and Best Lawyers every year since 2010 and holds the highest AV Rating from Martindale-Hubbell, reflecting our commitment to legal ability and ethical standards. Multiple attorneys on our team have been named Pennsylvania Super Lawyers, a distinction awarded to only the top 5% of attorneys practicing in the state. Our lawyers have also been recognized by Best Lawyers in America, one of the most respected honors in the legal profession.
Tailored Counsel for Every Client
No two families have the same estate planning needs, and we never treat our clients’ matters with a one-size-fits-all approach. Our attorneys take the time to understand your financial situation, family dynamics, and long-term priorities before drafting a single document. Whether you are creating your first estate plan, revisiting one that no longer reflects your circumstances, or managing estate administration following the loss of a loved one, our team will build a strategy that is as individual as your family.
Contact Our Montgomeryville Estate Planning Lawyers at Rubin, Glickman, Steinberg & Gifford, P.C.
When you are ready to take the first step toward protecting your family’s future, the Pennsylvania estate planning attorneys at Rubin, Glickman, Steinberg & Gifford, P.C. are ready to help. Our team brings together the strength of a widely recognized, award-winning law firm and the genuine, personal attention that every client deserves.
To get started, contact our office to schedule a free initial consultation. We will listen to your goals, review your current situation, and help you build a comprehensive estate plan designed to protect the people and things that matter most to you.
