Working Today For Your Tomorrow
At Heritage Elder Law and Estate Planning, we understand that navigating legal matters related to aging and estate planning can be complex and overwhelming. Our experienced team of attorneys and professionals are dedicated to providing compassionate, personalized guidance and support to individuals and families in Western Pennsylvania.
Our Services
We offer a comprehensive range of services to meet your unique needs, including:
**Estate Planning & Property Transfers
- Creation of wills, trusts, and power of attorney documents
- Deed preparation and property transfer assistance
- Review and updating of existing estate plans
- Planning for blended families and blended assets
**Tax Planning & Asset Protection
- Strategies for minimizing estate taxes and protecting assets
- Implementing irrevocable trusts and other wealth preservation techniques
- Guidance on Medicaid eligibility and asset protection planning
**Elder Law & Care Planning
- Planning for long-term care, including home care, assisted living, and nursing home care
- Applying for government benefits and understanding Medicaid eligibility
- Creating legal structures to care for aging loved ones
**Probate & Estate Administration
- Efficient and compassionate probate assistance
- Trust administration and asset distribution
- Assistance with estate taxes and court filings
Our Commitment
We believe in a personalized approach to estate planning. Our attorneys take the time to understand your individual circumstances, goals, and concerns. We work collaboratively with you to develop a tailored plan that aligns with your unique needs and wishes.
Our Team
Our team of experienced attorneys and professionals are dedicated to providing exceptional client service. We are committed to:
- Accessibility: Offering appointments in-person, virtually, and over the phone
- Communication: Maintaining open and clear communication throughout the process
- Compassion: Providing understanding and support throughout your journey
Contact Us Today
To learn more about how Heritage Elder Law and Estate Planning can help you plan for your future, contact us for a consultation. We proudly serve Butler, Franklin, Cranberry Township, Greenville, and Erie, Pennsylvania.
Estate Planning and Legal Services
Heritage Law and Atty Jeff Banner have received numerous rave reviews for their estate planning and legal services. Many clients have praised their professionalism, personability, and expertise in navigating complex legal issues. They have helped clients with estate planning, including wills, trusts, power of attorney, and more. Clients have appreciated the thorough explanations of their options, making it easy to understand their legal documents.
Cost and Services
However, some clients have expressed concerns about the cost of services, with one reviewer feeling that it was "highway robbery" to pay $875 for a will. Another client was dissatisfied with the lack of knowledge on a specific real-estate issue. Heritage Law and Atty Jeff Banner handle estate planning services only, and their services may not be comprehensive enough for all clients.
Feedback and Recommendations
Many clients have recommended Heritage Law and Atty Jeff Banner, citing their excellent service, professionalism, and expertise. Some clients have reported feeling more relaxed about end-of-life planning, knowing that their loved ones will be protected. However, one client felt that the firm was not transparent about the cost of services, and another client was disappointed with the lack of knowledge on a specific issue.
