The worst part about estates is that they have to be dealt with in an emotionally charged time. While the pain of loss is fresh on your loved one’s minds, they then have to navigate the courts, the Pennsylvania Department of Revenue, and the Internal Revenue Service. Can you think of a worse time to deal with the complexities of the legal and tax systems?
Having a knowledgeable expert guide you thought the execution of an estate can be a huge relief. By handing over the tasks of settling an estate over to a trusted attorney, you can focus on grieving and not getting more grief from the courts or the government.
Rick has been dealing with estates since 2012 and he knows how to settle estates quickly. He works to file all appropriate documents in a timely manner not only allowing you to move on with your lives, but to take advantage of tax breaks for expedient settlements.
The final gift that any person leaves to their family is the state of their affairs. Estates that are poorly planned and executed cause more than just pain for the grieving family, they can also give your hard earned assets to the government. While estate planning isn’t a complex task, it is a very necessary one. It’s your single best chance to leave your affairs in order for your family and to ensure that your wishes are carried out as you define them, not as distant relatives hazily remember them.
Estate planning involves sitting down and thinking out how you would like your assets divided after your passing. It allows you to make legal financial moves now to avoid excessive taxation as well as to provide a comprehensive plan for your family. That way, when the time comes to divide your estate, there’s no need for feelings to be hurt. Your plan will be clearly spelled out and communicated to your family.
Rick has extensive experience in estate planning. His experience in Pennsylvania Probate Law can be a real asset to you and your family as you plan for the proper disposition of your estate.
With the ever increasing costs of nursing homes and long-term care, it is important to talk to a trusted advisor to know how to preserve your assets and make sure you or your loved ones receive the best long-term care possible.
This area of law more than any other requires the helping hand of an expert with the knowledge of the complex rules regarding Medicare, Medicaid, and Veterans Benefits. How should your assets be spent down to provide for your care? Does your house really have to be sold for the nursing home? How much money can I give to my kids?
Rick is able to bring his work experience in the financial industry as well as his experience as an attorney to the table to answer these questions and more. With each client, he creates a custom tailored plan to preserve your financial legacy and make sure you or your loved one receive the best care possible.
Are you looking to start your own small business? As a small business owner himself, Rick is always looking for ways to help his clients maximize liability protection and minimize their taxes.
With a background in finance, Rick is able to review you balance sheet and tax situation to make sure the entity you select is the right fit for you and your business.
Rick has helped small business owners launch their first landscaping company, transfer a successful roofing company to the next generation, and review disclosure agreements for non-competes and franchises.
If you are looking for advice on incorporating a small business or are wondering how to transfer your business to the next generation, call Rick today and rely on his expertise to add value to you and your business.
Richard J. Lorenz is an attorney with the law firm of DeBernardo, Antoniono, McCabe, & Davis, P.C. He concentrates his practice in the areas of estate planning, trust administration, probate, and elder law.
Prior to entering private practice, Mr. Lorenz served as a Corporate Trustee with First Commonwealth Bank and PNC Bank, N.A. In this capacity, he provided sophisticated trust and financial planning advice to high net worth individuals.
Currently, Mr. Lorenz serves the community as a member of the Society of St. Vincent de Paul and a Trustee of the Westmoreland Bar Foundation. He is a member of the Pennsylvania and Westmoreland County Bar Associations.
Rick is based in Greensburg, PA and represents clients in Allegheny, Washington, and Westmoreland counties.
11 North Main St
Greensburg, PA 15607
University of Pittsburgh School of Law
Juris Doctor, 2012
Honors; Recipient of CALI Excellence for the Future Awards in Foundations of Legal Research
Bachelor of Arts, summa cum laude, 2009
Pi Sigma Alpha - National Political Science Honor Society
Pennsylvania Bar Association
Westmoreland County Bar Association
U.S. District Court for the Western District of Pennsylvania
Admitted to Practice