Estate Planning Attorney Yardley PA | Yardley Estate Planning

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Legacy Planning

That Honors Your Life’s Work

High-end estate planning for complex lives—led by Michael J. Garry, Esquire, CFP®, MBA. An experienced attorney and financial planner, Michael brings clarity and confidence to even the most intricate decisions.

Charitable Giving Strategies

-Align your values with your wealth
-Maximize charitable deductions
-Donor-advised funds and legacy gifts
-Give in ways that benefit both family and cause

Legacy & Estate Planning

-Clarifying your wishes for future generations
-Minimizing tax burdens for your heirs
-Coordinating trusts, wills, and asset titling
-Translating complexity into simple, confident decisions

Tax-Efficient Wealth Transfer

-Strategic use of gifting and trusts
-Reducing estate and inheritance tax exposure
-Multi-generational financial planning
-Coordinating with your investment strategy

Plan With Purpose. Protect What Matters.

Strategic guidance and personalized solutions to help secure your legacy.

Tailored Planning for Complex Lives

From multi-generational estates to unique family dynamics, our plans are as sophisticated as your needs.

Expert Guidance, Every Step of the Way

Work with an experienced estate planning attorney and financial advisor who speak your language—not legalese.

Rooted in Yardley, PA. Trusted Beyond.

We serve clients locally and nationally, offering the clarity and confidence high-net-worth families expect.

Start a Conversation That Lasts Generations

Let’s talk about protecting your family, your legacy, and your peace of mind.

Clarity.

Strategy.

Peace of Mind.

At Yardley Estate Planning, we help successful families protect what matters most. With decades of experience in estate law and financial planning, we simplify the complex and guide you with clarity—so you can make confident decisions for your future.

WHAT WE CAN HELP YOU ACCOMPLISH
Legacy preservation | Tax-smart planning | Trust and estate strategies | Multi-generational guidance