Phone: 877-721-7904

Free Initial Home Consults
Open All Seven (7) Days
All Days ~ All Evenings
Weekends ~ Holidays
7:00 AM ~ 10:00 PM
610-407-0220

Estate Planning for the Elderly

Laws, taxes, and people change constantly

Estate Planning Updates are very important.
Outdated documents can cause more problems than none at all.

Be aware of the scenarios and life changes to keep in mind

Change of intention
Birth of a child
Death of a beneficiary
Marriage and/or divorce (of either you or a beneficiary)
Change in the nature or extent of your assets
Retirement, and/or
Change in your state of residence.




John B. Whalen, Jr., J.D., LL.M. is an AV Peer Review Attorney and Counselor at Law and a member of the Bar Register of Preeminent Lawyers.  He has had his legal articles published on the Martindale.Com website and his law blogs published on the Lawyers.Com website.

John concentrates his legal practice solely in the areas of Estate Law, Estate Planning, Estate Administration, Executor Representation, Probate, Ancillary Probate, Last Wills, Decedents Estates, Powers of Attorney, Advance Directives, Trust Law, Living Wills, Fiduciary Law, Inheritance, Inheritance Tax, Trusts and Estates, Trust Administration, Cemetery Law, Tax Law, Estates Taxation, and Estate Planning for Unmarried Couples.

John serves, and has served, individuals and attorneys in the Southeastern Pennsylvania Metropolitan Area (and throughout the country), including Chester County Pa, Delaware County Pa, Lancaster County Pa, Montgomery County Pa, and Philadelphia County Pa.

John has served clients in Ambler Pa, in Ardmore Pa, in Aston Pa, in Berwyn Pa, in Blue Bell Pa, in Bridgeport Pa, in Broomall Pa, in Bryn Mawr Pa, in Chadds Ford Pa, in Chesterbrook Pa, in Chester Heights Pa, in Chester Springs Pa, in Coatesville Pa, in Collegeville Pa, in Conshohocken Pa, in Devon Pa, in Downingtown Pa, in Drexel Hill Pa, in Eagleville Pa, in Easttown Pa, in Elkins Park Pa, in Exton Pa, in Frazer Pa, in Great Valley Pa, in Haverford Pa, in Havertown Pa, in Jeffersonville Pa, in Kennett Square Pa, in King of Prussia Pa, in Lansdale Pa, in Limerick Pa, in Linfield Pa, in Linwood Pa, in Lower Merion Pa, in Malvern Pa, in Media Pa, in Narberth Pa, in Newtown Square Pa, in Norristown Pa, in Oaks Pa, in Overbrook Pa, in Paoli Pa, in Parkesburg Pa, in Phoenixville Pa, in Plymouth Meeting Pa, in Pottstown Pa, in Radnor Pa, in Ridley Park Pa, in Rosemont Pa, in St. Davids Pa, in Springfield Pa, in Strafford Pa, in Swarthmore Pa, in Thorndale Pa, in Tredyffrin Pa, in Trooper Pa, in Upper Merion Pa, in Valley Forge Pa, in Villanova Pa, in Wayne Pa, in West Chester Pa, in Westtown Pa, in Whitemarsh Pa, in Willistown Pa, in Wynnewood Pa, and in Yeadon Pa.

This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. John B. Whalen website is powered by LexisNexis® Martindale-Hubbell®. || Sitemap