Protecting Your Family's Legacy Through Advanced Estate Planning

Business owners and individuals with large assets face certain legal and tax issues that require a more sophisticated, advanced form of estate planning. Additionally, older Americans facing healthcare needs can avoid spending down their estate by utilizing various allowances within the law when planning their estate. At Galloway Monzo, Attorney Nancy L. Harris and our staff have the legal and financial resources needed to address multiple issues associated with more complicated estate planning issues. We understand how business law, Medicaid eligibility, tax requirements, and other legal matters impact what can and cannot be accomplished through a will, trust, or guardianship.

We understand how to make the law work in your favor. Located in Greensburg, we represent clients throughout Westmoreland County, Allegheny County, Indiana County, Somerset County, and Cambria County.

Unique Needs Demand Unique Solutions

Our estate planning lawyers provide advanced estate planning legal representation in regard to the following:

  • Special needs trusts
  • Trust administration
  • Business continuity plans
  • Medicaid eligibility planning
  • Guardianships
  • Healthcare trusts
  • Educational trusts
  • Charitable remainders

Our Consultative Approach

Laws governing inheritance, healthcare, taxes, and retirement plans change. Being prepared to address issues when they arise is important for avoiding future legal complications. Our estate planning attorneys are positioned to provide on-going consultative services in relation to the wills, trusts, and guardianships we form for our clients. We review changes in the law, update any language or terms affected, and ensure your plan structured to maximize the benefits to you and your family it makes possible.

Determining What Works Best for You

Whether you would like to protect your assets in order to qualify for Medicaid, create an education trust for a grandchild, or donate to your favorite charity, an evaluation of your investments and earnings is necessary. Working with financial planners, tax experts, and accountants, we provide a comprehensive analysis of your state in order to identify effective planning strategies to protect your financial legacy.

For more information regarding our practice and how we can help you achieve your goals, contact us today.