At ZwickLaw, we are dedicated to supporting seniors and their families in Pennsylvania with comprehensive elder law services. Our experienced attorneys provide compassionate guidance in estate planning, probate and estate administration, and Medicaid planning and asset protection. We strive to protect your legacy, ensure your wishes are honored, and help you navigate complex legal and financial challenges with confidence.
Estate Planning
Effective estate planning ensures your assets are protected and distributed according to your wishes, while minimizing taxes and avoiding probate complications. ZwickLaw offers personalized estate planning services tailored to your needs, including:
- Wills: Drafting clear, legally sound wills
- Trusts: Creating revocable or irrevocable trusts to manage assets and avoid probate
- Powers of Attorney: Designating trusted individuals to make financial or healthcare decisions
- Advance Healthcare Directives: Outlining your medical care preferences
- Guardianship Designations: Appointing guardians for minor children or dependents
Our attorneys work closely with you to develop a comprehensive plan that safeguards your estate and provides peace of mind for you and your family. Whether you’re planning for long-term care or protecting your legacy, we’re here to guide you every step of the way.
Probate and Estate Administration
Navigating the probate process or administering an estate can be overwhelming, especially during a time of loss. ZwickLaw provides guidance to executors, administrators, and beneficiaries, ensuring the process is handled efficiently and in compliance with Pennsylvania law. Our services include:
- Probate Administration: Managing the legal process of validating a will and distributing assets
- Estate Settlement: Handling debts, taxes, and asset distribution
- Trust Administration: Assisting trustees with managing and distributing trust assets
- Will Contests: Resolving disputes over the validity of a will
- Non-Probate Asset Transfers: Facilitating the transfer of assets outside of probate
We strive to minimize delays and complications, offering compassionate support to families during challenging times. Our team is dedicated to ensuring the wishes of the deceased are honored while protecting the rights of beneficiaries.
Medicaid Planning & Asset Protection
ZwickLaw is dedicated to helping individuals and families plan for long-term care while preserving their financial security. Our Medicaid planning and asset protection services are designed to ensure you qualify for Medicaid benefits without sacrificing your hard-earned assets. Our services include:
- Asset Restructuring: Strategically managing assets to meet Medicaid eligibility thresholds
- Medicaid Trusts: Establishing irrevocable trusts to protect assets while qualifying for benefits
- Look-Back Period Strategies: Navigating the five-year look-back period to avoid penalties
- Spousal Protection: Ensuring the community spouse retains sufficient resources
- Life Estate Deeds and Gifting: Transferring property and assets within Medicaid’s rules
We create tailored strategies to meet Medicaid’s financial requirements, protect your wealth, and ensure access to quality care. Our proactive approach minimizes financial risks and preserves your legacy for future generations.
Why Choose Zwick Law?
With offices in DuBois, Pennsylvania, ZwickLaw combines decades of experience with a client-focused approach to elder law. We offer:
- Free consultations to discuss your estate, probate, or Medicaid planning needs
- Personalized legal strategies tailored to your unique situation
- Experienced navigation of complex legal and financial regulations
- Compassionate support during critical planning and administration stages
Our dedicated team, led by founding partners C.J. Zwick and Matthew R. Zwick, is committed to serving our community with integrity and care. Let us help you plan for the future, manage estate matters, or secure Medicaid benefits with confidence.
