Real Estate Planning

Purchasing and Selling Property

If you’re ready to purchase property or sell an existing one, we’ll help you to understand the transaction and evaluate any possible problems that could arise. When we understand your goals for the estate, we can guide you through the negotiation and closing of your property.

Services available during the purchasing or selling of a property include:

• Developing a negotiation strategy
• Helping to close the sale quickly
• Providing tax assessment
• Reviewing documents, including Agreement of Sale and closing costs
• Preparing the Deed documents
• Reviewing your real estate tax assessments for unrealistic or unfair valuations, including:
  • Challenging property tax assessments
  • Navigating the county’s legal procedure for property tax assessments

Protect Your Home from Medical Costs

The good news is that as long as you receive long-term care, your home’s value isn’t factored into the decision when you apply for Medicaid benefits. However, once you pass, your home might be subject to the Medicaid Estate Recovery. This is due to a federal law requiring that the state of Pennsylvania to seek repayment for long-term medical costs for any Medicaid beneficiary, over the age of 55, after their passing.

Don’t worry though, we’ll assist you in creating a plan to ensure your home is protected and that your property and assets are left to your chosen beneficiaries.