Our smaller firm allows us to give our clients the personal touch they deserve. We also strive to create solid trusting relationships with their financial partners so that our plans can work as they were designed. We offer continued care of our clients throughout their lifetime to make sure that their wishes are honored and their legacy is protected.
Estate Planning is all about the family. Our clients care about preserving their legacy and making sure that they don’t outlive their money. It’s about protecting what you have for you during your life and for those you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want.
Building relationships with our clients helps us to focus on understanding their unique and personal needs. This helps us develop and create the best estate plan for them.
We can assist in
- the complicated process of Nursing Home Care and qualifying for Medical Assistance.
- creating a Trust or Will, Power of Attorney, and Health Care Directive.
- guiding you through Asset Protection strategies, Probate and Elder Care Issues.
The Mission of our firm is to provide excellent service to our clients in the development, implementation and administration of a cost effective estate plan for today and throughout their lives by progressively updating their plans to meet their changing circumstances.
SEAN CURRAN ESQ.
I was born and raised in Pottsville, Pennsylvania. I am a 5th generation attorney, beginning with my great-great grandfather, President Judge of the Schuylkill County Orphans Court in 1895. Similarly, my grandfather was a Schuylkill County Common Pleas Judge for 41 years, the last 19 of those years he served as President Judge, from 1935 to 1976. I learned about hard work, education and integrity from my grandfather and strive to honor his legacy every day.
I graduated from The Hill School ’84, Tulane University ’88 and Dickinson School of Law ’91. I practiced business law in Pottsville for seven years and served on the board of Minersville Bank. In 1998, I moved to Cincinnati, Ohio for eight years where I was in-house General Counsel for two different technology companies.
Tired of litigation and pouring over contracts and bylaws, I was yearning for more one-on-one contact with my clients. I transitioned to Estate and Elder Law to realize this more purposeful career in assisting families achieve their objectives. Whether it is ensuring their legacy with the subsequent generations, protecting assets or simply proving peace of mind that their affairs are in order; each client has individual objectives and requires individual solutions. I educate all of my clients on the issues and options relating to the increasing costs of long term care in my planning. My time and knowledge spent on bank boards and working with companies and investors has given me a strong knowledge of finances. Estate planning is more than just the documents, it is a team process, that includes working with financial advisors and tax advisors to ensure that the documents we produce work. I have a strong commitment to my clients that their plans will work the way they are intended to work.
I am a member of Wealth Counsel, the premier nationwide Estate Planning Lawyer group that provides state-of-the-art tools, training and support resources to lawyers so that they can provide the highest quality service to their clients. I am also a member of the Pennsylvania Bar Association, the Berks County Bar Association, The Berks County Estate Planning Council, as well as other community groups. I am married to Georgina Anderson of Pottstown, Pennsylvania and together we have four children, Patrick, Lucy, Molly and Jack and live in Wyomissing, Pennsylvania. I like to spend time with my family, supporting my children in their various sports and other activities (baseball is a favorite) and cultivating my garden.
What is an Estate Planning Attorney?
Would you have your regular doctor do your heart surgery? Sounds like a stupid question right? However, the same could be said for choosing the right attorney for your estate planning. Unfortunately, the legal profession does not have specialties like the Medical profession. You have to guess whether your attorney is qualified to guide you on your estate planning options.
It seems every brochure or letter you receive from your bank, financial advisor, or brokerage firm asks if you have done your “estate plan.” The fact is, your bank, financial advisor or brokerage firm can only help you with the financial planning aspects of your estate. You need a qualified estate planning attorney to draft the legal documents that create an estate plan for you. A qualified estate planning attorney will work with your financial advisor and accountant to create the best plan for you.
Many attorneys attend a short seminar to learn a certain area of law and then immediately add it to their existing law practice. The intricacies around estate, Medicaid and tax planning are extensive. Not only does the attorney need a thorough knowledge of probate law, estate administration, trust, asset protection and Medicaid laws, they must also have an extensive knowledge of income tax, estate tax, gift tax, generation-skipping tax and excise tax laws. All of these areas intertwine and have a significant impact on your estate plan.
While general attorneys may have some knowledge of the law and be able to guide you through certain parts of the estate or Medicaid planning processes, they will not be aware of the many exceptions and details an attorney who limits his practice to only estate planning will know.
An attorney, who does traffic court one day, divorce on another, business law on the third day and sues for personal injury on the fourth, will not have the experience and knowledge of the loopholes as an attorney who practices exclusively in estate planning. If you’re looking for a divorce, find an attorney who focuses on divorce. If you want estate planning, utilize an attorney who focuses on estate planning.