Estate Planning
Focusing on your estate planning needs, Management of Milestones, LLC provides clear, effective estate planning assistance to clients who have already devised a will or trust but have additional estate planning needs or who need to create a will or estate plan.
Estate Administration
Settling an estate is a complex task, requiring experience, knowledge and attention to detail. In a role as counsel for an estate, Management of Milestones, LLC services include initiate probate proceedings, distributing the decedent’s assets in probate proceedings, prepare court accountings, post mortem estate planning and preparing the necessary federal and state death tax returns.
Medicaid Crisis/Planning
Encompassing a wide range of Elder Law practice areas including long-term care planning, Medicaid planning, asset protection, and more. We have extensive experience in all of these areas and are committed to helping seniors and their loved ones manage the changes that come with growing older.
At Management of Milestones, LLC, we can help you preserve your family's legacy. Our holistic approach to estate planning and wealth management allow us to think outside of the box to help you achieve your goals.
Management of Milestones, LLC is able to meet every client's needs by continuing a tradition of personalized service. We will customize solutions for you in a more efficient manner than larger institutions with non-integrated services.
TAKING FRAGMENTS OF LIFE,
MAKING THEM WHOLE
Welcome
HERE TO SERVE...
YOU AND
YOUR...
FAMILY!
Lynne M. Summers, Esq. LL.M.
Double click here to add text.
Management of Milestones, LLC
412 East Street Road
Feasterville, PA 19053
215.396.8262
