Gallagher, Malloy, and Georges

Trusts & Estates

The protection of assets and their transfer to future generations are among the most important goals an individual can have during his or her lifetime. With our knowledge and expertise, you can be comfortable knowing that your estate will transfer as intended.

We help our clients achieve the greatest tax benefit and ensure that assets are distributed correctly. We evaluate and propose a plan that best fits your needs, and prepare all the necessary documents to protect you and your family for such future contingencies as death or incapacity. The services we provide include, but are not limited to: wills, living wills, durable or general powers of attorney, medical powers of attorney, trusts for children, guardianship documents for children, revocable and irrevocable trusts, beneficiary designations, life insurance planning, education planning, disability planning, retirement planning, Second-Generation planning, gifting strategies, and charitable planning.

If you would like additional information or a consultation, please contact our offices at (215) 963-1555, or click here for our contact form.