Meet Our Team

About

 

Together, our legal team at Montco Elder Law ® stands for expertise and years of experience.

 

We at Montco Elder Law ® understand that during the process of hiring an attorney, personal and emotional issues are involved. You and your family need someone who will treat your concerns with understanding and compassion. We have the goal of delivering high-quality legal services and support when you most need it by limiting our practice to Elder and Estate Planning, allowing us to better focus on our your needs. 


What we offer:

  • 30+ years of experience in various fields of law
  • Expert advice and representation by specialized attorneys
  • Return phone calls within one business day
  • Provide honest assessments of cases, whether good or bad
  • Perform all work with the highest level of care and attention to detail

Elder Law

 

Elder Law is the practice of law dealing with issues often confronting the elderly.  Elder Law has developed into a separate area of law due to the unique and complex issues faced by Seniors and their families. Elder Law can include the following planning: 

Long Term Care

Our attorneys can provide you with valuable advice about nursing home care for yourself or a loved one.  You will get an honest assessment of the advantages and disadvantages of the levels of care available at each kind of facility, the costs involved and whether long term care insurance is right for you.

 

Medicaid Planning

Government benefits may be available if you qualify as per the income requirements. The attorneys at our office will help you plan to ensure you or a loved one receives the benefits you deserve.

 

Guardianships

If a person is unable to care for himself, the attorneys at our office can petition the court to appoint a guardian to act on the person's behalf. A guardian is responsible for making day to day decisions about an incapacitated person's finances, living arrangements and well-being. We offer support to the guardians in carrying out their legal obligations. Our attorneys will guide the guardian through the process, including assistance with court-mandated accounting filings. 

 

Veteran's Benefits

We can determine whether a Veteran and/or spouse have available VA benefits through a detailed review of records. If applicable, we can assist in applying for said benefits.  Additionally, Attorney Podlogar has been accredited by the VA Accreditation Authority in assisting claimants with the preparation, presentation, and prosecution of claims for benefits before the Department.

 

Estate Planning

 

Estate planning is the systematic approach to organizing your personal and financial affairs not only for the certainty of death, but for the possibility of mental incapacity. We suggest a review of your estate plans every three years or if your situation has changed.

Wills

A Will determines how your property will be distributed when you pass. We will take time to listen to your wishes. We understand that when it comes to estate plans one size does not fit all. We can tailor a Will to meet your specific needs.

 

Trusts

Trusts can be set up for any number of purposes. Whether you have a child with special needs or would like to minimize taxes after your death, our attorneys can create a Trust that helps you achieve your individual goals. 

 

Financial Durable Power of Attorney 

A Power of Attorney is a document that gives someone broad powers to transact business on your behalf. It can allow a person you designate to make withdraws from bank and investment accounts and sign as your agent on legally binding documents.

 

Living Wills

An Advance Health Care Directive, or Living Will, along with a Medical Power of Attorney allows a person you designate to make healthcare decisions for you, should you be unable to do so. 

 

Do you have outdated estate plans that need to be reviewed OR would you like to have estate plans established? 

Estate Administration

 

“Estate Administration” refers to settling of the affairs of a deceased person, regardless of whether that person had a Will, Trust or no Estate Plans at all.

 

In order to efficiently settle an estate, much time should be spent in gathering all of the of deceased person’s assets to insure they are all accounted for. Once completed, if the person resided in Pennsylvania, there is an obligation to pay Inheritance Tax on those assets that have been gathered before they might be distributed, or to track that the tax payment has been made if the asset may have already been distributed to a beneficiary. There are a number of confusing exemptions, deductions and discounts that should be considered as well as important deadlines that shouldn’t be missed. If they are, then those people who receive an inheritance could lose the benefit of tax discounts, or worse yet, face penalties for late filings. The Register of Wills (which is a branch of the County government) and the PA Department of Revenue both play a role in enforcing the payment of Inheritance tax. Many people are surprised to learn the estate administration process for most residents of our Commonwealth does not involve the Federal Estate Tax; nonetheless, a professional well versed in this area is essential to making that determination.

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© Montco Elder Law, 2009 - 2017. Last updated 03/13/2017.

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