Estate Planning Lawyers

Know the Essential Estate Planning Documents You Need in Pennsylvania

Our Harrisburg estate planning lawyers provide answers to the following questions, and give you the peace of mind of knowing the best possible planning is in place for you and your family:

  • What is a living trust? Is it right for me?
  • What taxes will apply to my estate after my death?
  • How can I minimize the taxes for my estate?
  • How should I plan for my minor children?
  • Should I list my estate as beneficiary of my retirement accounts?
  • Do I need a Power of Attorney if I am married?
  • What is an Advance Directive and why is it important?
  • Who has the authority to make end-of-life decisions when someone is not able to make them for him or herself?

Powers of Attorney

A Power of Attorney is the legal document that designates someone to act on your behalf for financial and health care decision-making. It is essential to have a comprehensive, carefully drafted Power of Attorney that complies with current law, to protect yourself and your family members in the event of incapacity.

Wills

As the old adage goes, “You don’t know your family until you have shared an inheritance with them.” Problems arise in estate administration. The way to avoid problems is to have a carefully drafted Will that specifies how you want your assets to be divided and whom you want to administer your estate. Your Will should also address tax considerations and planning for minors or incapacitated beneficiaries.

Trusts

There are many different types of trusts that can be useful estate planning tools. Trusts for minors, federal estate tax planning trusts, and special needs trusts are just a few examples of the kinds of trusts that can be useful in your estate planning.

Advance Directives or Living Wills

An Advance Directive or Living Will is a document that allows you to have some control over end of life decisions, and that alleviates the decision-making burden from your loved ones. It is an important part of your estate planning. Read our guide to Advance Health Care Directives in Pennsylvania.