Estate Planning, Wills and Trusts

Estate Planning, Wills and Trusts

OUR SERVICES Estate Planning, Wills and Trusts MAKE A PLAN TO LEAVE THE ONES YOU LOVE WITH LOVE WHEN YOU LEAVE Planning for Everyone You Love and Everything You Have Do you know what would happen legally- to you, your loved ones, your money and everything else you...
Estate Planning, Wills and Trusts

Trust Administration

OUR SERVICES Trust & Estate Administration or Probate After the Death of a Loved One ​Grieving the death of a loved one is upsetting enough. Adding the confusion and burden of handling the technical details of locating assets, paying bills and making sure your...
Estate Planning, Wills and Trusts

Planning for Your Children / Guardianship

OUR SERVICES Planning for Your Children / Guardianship   Responsible parents protect their children, and that means you must think about the unthinkable. THE ALARMING TRUTH Only 69% of parents have not named legal guardians for their children. Of the 31% who...
Estate Planning, Wills and Trusts

Special Needs Planning

OUR SERVICES Special Needs Planning Estate planning for a family with special needs children is not a preference, it’s an increasing need!  However, it comes with a complex set of financial, social, and medical issues that needs to be resolved. We offer a variety of...
Estate Planning, Wills and Trusts

Elder Law and Medicaid Planning

OUR SERVICES Elder Law and Medicaid Planning Whether for yourself or your aging parents, at P.A. Lundy & Associates, we can help you plan for the financial, medical, and legal challenges that come with growing older. Who Needs Long-Term Care Planning?Thanks to...
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