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What is estate planning? 


photo of a family and their dog lying on the the lawn on the what is estate planning and who needs estate planning page

If you ask "What is estate planning?", many people respond by saying they believe estate planning is only for people who:

  • are wealthy;
  • have elaborate plans in mind for passing their money to their heirs; or
  • are acutely ill and contemplating their death.

This could not be farther from the truth!

Who needs estate planning? 

Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about. Estate planning is for those concerned with providing responsibly for their own well being and for the well being of their loved ones. It is for anyone who seeks to make a difference in the lives of others after they are gone.

Estate planning is not 'death planning'; it is 'life planning'. It is an essential and rewarding process for individuals and families who engage in it.

How is estate planning accomplished? 

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but the documents themselves are not 'estate planning'. 

Estate planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.

We at Robinson & Baltuch are estate planning professionals. We will seamlessly guide you through the process to ensure your wishes are clearly identified, accurately and exhaustively documented, and properly executed. Contact us to begin the process. 
 

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken and Daniel Baltuch offer creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia and Daniel serve the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.

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Robinson & Baltuch | 267.225.DLAW (3529) | Info@ElderEstateLaw.com | 822 Montgomery Avenue, Suite 204, Narberth, PA 19072