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Get Your Retirement Plan

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan your retirement. Fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.

Why Choose Planning Transitions Montgomery County?

  • Connector.

    Experience

    Over 40 years of helping families and businesses achieve their goals of protecting and transitioning their wealth in Montgomery County PA.

  • Connector.

    Cost-Effective

    Have confidence that your will is legally valid with help from the experienced legal team at Planning Transitions. If you’re interested in a simple will, our legal team can draft one as low as $25!

  • Connector.

    We Care About You

    We understand the issues you face, and we can help you address them in a thorough and disciplined way.

  • Connector.

    Free Consultation

    It’s no fee to learn more about Planning Transitions Montgomery County. Give us a call at (215) 822-9750 our legal team in Montgomery County is ready to help you plan your retirement!

Want To See How We Can Help You? Call Us Today: (215) 822-9750

How Can We Make Your Retirement Plan Simple?

Crafting A Living Will

Don’t leave your family in the dark about your final wishes – a well-written living will from Planning Transitions Montgomery County, will make sure your requests are honored. Learn More

Help Probate A Will

Many people think that probate applies to you only if you have a will, but this is incorrect. Let Planning Transitions Montgomery County help you with the probate process. Learn More

Planning Your Estates And Trusts

A trust can be an effective way to place assets outside the reach of creditors. Planning Transitions Montgomery County can help you plan your estate and trusts. Learn More

We Make Retirement Planning Simple

A well structured simple retirement plan can deal with all types of situations such as protect your real estate, money and leave a potential inheritance for your beneficiary. Let our experts at Planning Transitions Montgomery County help you plan your retirment with a peace of mind. Learn More

How Can We Make Your Retirement Plan Simple?

Crafting A Living Will

Don’t leave your family in the dark about your final wishes – a well-written living will from Planning Transitions Montgomery County, will make sure your requests are honored. Learn More

Help Probate A Will

Many people think that probate applies to you only if you have a will, but this is incorrect. Let Planning Transitions Montgomery County help you with the probate process. Learn More

Planning Your Estates And Trusts

A trust can be an effective way to place assets outside the reach of creditors. Planning Transitions Montgomery County can help you plan your estate and trusts. Learn More

We Make Retirement Planning Simple

A well structured simple retirement plan can deal with all types of situations such as protect your real estate, money and leave a potential inheritance for your beneficiary. Let our experts at Planning Transitions Montgomery County help you plan your retirment with a peace of mind. Learn More

What Do Our Montgomery County Clients Think?

“Jeremy is friendly and down-to-earth. He gave us helpful suggestions and brought up important issues we would never have thought of. He is knowledgeable, very thorough, and a pleasure to work with.”

brad-t-planningtransitions-review

“Thank you…. for securing Medicaid coverage for my husband. Without your keen knowledge and legal expertise I would not have been able to do it myself. Your confidence in knowing what to do and how to do it properly was a reassurance for me during this long process.”

Jackie-M-planningtransitions-review

“When you first come in, you don’t know what you don’t know. You think you know what they’re going to tell you, but then when you see the financial plan you get from Planning Transitions, and you realize all the steps you didn’t even think about, well … that’s the expertise you’re getting. And at the end of the day it’s worked out well for us.”

Marie-J-planningtransitions-review

We’d Like To Help You With Your Retirement

For more than a century, we have worked with individuals and families to translate their success into a meaningful and lasting legacy. Let us help you plan your retirement. Call us at (215) 822-9750 or fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.

We’d Like To Help You With Your Retirement

For more than a century, we have worked with individuals and familes to translate their success into a meaningful and lasting legacy. Let us help you plan your retirement. Call us at (215) 822-9750 or fill out our form below for a FREE consultation.

We promise NEVER to give away or sell your contact info.