Services We Provide
Yardley Estate Planning, LLC is a law firm dedicated exclusively to Estate Planning. Our services include planning
for and addressing legacy, inheritance and tax issues; and drafting Wills, Trusts, Living Wills, Powers of Attorney,
and other Estate Planning tools and documents.
While most of our clients are also clients of our other firm, Yardley Wealth Management, LLC, you do not need to
be a client of both firms. Our Estate Planning services are available to all Pennsylvania and New Jersey residents.
According to various sources, roughly half of all Americans do not have Wills. Even among those that do, many are
in need of updating: having provisions that no longer apply, or naming executors or heirs who are no longer around.
For many consumers, the biggest obstacles are finding lawyers they trust, taking the time to actually do it, and
overcoming the fear or inertia that is holding them back.
Michael, an Estate Planning lawyer and CERTIFIED FINANCIAL PLANNER TM practitioner says, "as part of
the wealth management process, we already go through a detailed analysis of our clients' Estate Plans. In the past,
we would refer our clients to outside attorneys to complete them. By forming the law firm, we can save our clients
the time, inconvenience, and anxiety of interviewing prospective attorneys, and the duplicative effort of explaining to
a new attorney their financial situation and goals. In today's busy world, by saving our clients the time and effort of
finding and working with an additional professional, we are providing an extra valuable service to our clients. Since
we can provide both wealth management and estate planning services, we can be sure that they are fully integrated
with each other, providing better overall advice and service for our clients."
©2006-2012 Yardley Estate Planning, LLC. All rights reserved.
Yardley Estate Planning, LLC is a law firm dedicated exclusively to Estate Planning. Our services include planning
for and addressing legacy, inheritance and tax issues; and drafting Wills, Trusts, Living Wills, Powers of Attorney,
and other Estate Planning tools and documents.
While most of our clients are also clients of our other firm, Yardley Wealth Management, LLC, you do not need to
be a client of both firms. Our Estate Planning services are available to all Pennsylvania and New Jersey residents.
According to various sources, roughly half of all Americans do not have Wills. Even among those that do, many are
in need of updating: having provisions that no longer apply, or naming executors or heirs who are no longer around.
For many consumers, the biggest obstacles are finding lawyers they trust, taking the time to actually do it, and
overcoming the fear or inertia that is holding them back.
Michael, an Estate Planning lawyer and CERTIFIED FINANCIAL PLANNER TM practitioner says, "as part of
the wealth management process, we already go through a detailed analysis of our clients' Estate Plans. In the past,
we would refer our clients to outside attorneys to complete them. By forming the law firm, we can save our clients
the time, inconvenience, and anxiety of interviewing prospective attorneys, and the duplicative effort of explaining to
a new attorney their financial situation and goals. In today's busy world, by saving our clients the time and effort of
finding and working with an additional professional, we are providing an extra valuable service to our clients. Since
we can provide both wealth management and estate planning services, we can be sure that they are fully integrated
with each other, providing better overall advice and service for our clients."
©2006-2012 Yardley Estate Planning, LLC. All rights reserved.
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Michael J. Garry, CFP®, JD/MBA, owner of Yardley Estate Planning, LLC, is an
Estate Planning lawyer licensed in Pennsylvania and New Jersey whose practice
is based in Newtown, PA.
Estate Planning lawyer licensed in Pennsylvania and New Jersey whose practice
is based in Newtown, PA.
| Address: 41 University Drive Suite 400, Newtown, PA 18940 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleyestate.net |