Providing Trusted Counsel For The Years Ahead
What the future holds in store for you and your loved ones may be a mystery, but this does not mean that you are powerless to shape it. Careful, strategic planning can help you address financial and legal problems efficiently. Taking steps today may allow you to manage risk and achieve your objectives tomorrow.
At Ruggiero Law Offices LLC, we have the knowledge that you require to develop comprehensive plans for your future, your legacy and your loved ones. Our attorneys share 70 years of experience with a variety of matters that include estate planning, trust and estate administration and probate. James J. Ruggiero Jr., our firm’s founder, is an accredited estate planner and a board-certified estate planning law specialist.
We put our insight and certifications to work for you when help you make plans for your future. We invite you to read more the services we offer to individuals and families throughout southeast Pennsylvania.
Not all estate plans need to be complex, but they should be tailored to your needs and designed by a qualified attorney. Too many times, our attorneys have assisted heirs and beneficiaries whose loved ones did not leave them valid estate planning documents. We can help you ensure that your children and your grandchildren avoid prolonged legal headaches and disputes.
We regularly draft and revise a variety of estate planning tools that include:
- Wills and living wills
- A variety of trusts, such as special needs trusts
- Health care powers of attorney
In addition, we help our clients petition for guardianships and conservatorships. Whether you need to draft your first will or trust, establish a planned giving plan or update another document after a significant life change, we are able to help you.
We are well-versed in the tax laws that affect your wealth, your obligations and your business. We are mindful of the financial impact that state and federal provisions have on your retirement and your legacy. You can depend on us to look out for your best interests when we advise you of your options.
Having advised thousands of clients, we have seen how careful planning, whether it be in gifting strategies, trust planning or other types of advanced planning, allows you to look out for generations in the years ahead.
Estate And Trust Administration
If you have been selected to serve as an administrator or a trustee, we can help you fulfill your legal obligations. We are deeply familiar with Pennsylvania’s estate and trust administration process.
When you hire us, we will identify the steps you need to take to complete your task, so you do not need to struggle with researching the process on your own. We will help you filed the correct documents with the appropriate agencies and parties.
The role you play in administrating an estate or trust is an important one. Failing to complete your duties can prolong the administration process or open you up to lawsuits by beneficiaries, creditors and others. This is why it is essential to work with a knowledgeable lawyer.
Probate is a court-supervised process for distributing assets and property. Many families are able to streamline this process when their loved one’s estate qualifies as a small estate. You may be required to follow the more extensive probate process if your loved one did not prepare a valid will or if the estate is too complex to be considered a “small estate.”
Our attorneys are equipped to help you navigate simplified and complicated probate. As with our administration services, we can provide you with a list of expectations and help you fulfill your duties promptly.
Contact Us To Learn More
These are just a few of the services we provide. We invite you to contact us today to learn about our other offerings, which include caregiver legal services, Medicaid planning and estate tax planning.