WILLS
PROTECT YOUR FAMILY. PROTECT YOUR FUTURE.
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We help individuals and families throughout Pennsylvania create customized wills and trust-based estate plans tailored to their goals, family dynamics, and financial circumstances.
WHAT DOES A WILL DO?
A Last Will and Testament allows you to:
A Last Will and Testament allows you to:
- Direct how your property is distributed at death.
- Appoint an executor to administer your estate.
- Nominate guardians for minor children.
- Create trusts for beneficiaries.
- Provide instructions for estate administration.
WILLS FOR PARENTS OF MINOR CHILDREN
For parents, a will is an essential planning tool. It allows you to formally nominate guardians and to put safeguards in place for a child’s inheritance.
We Help Parents:
We Help Parents:
- Name primary and alternate guardians.
- Establish trusts to manage inheritance.
- Coordinate guardian and trustee roles.
- Provide flexibility as children mature.
TESTAMENTARY TRUSTS THROUGH A WILL
A will can include testamentary trusts, which become effective after death. These trusts are often used to manage inheritances for minors, young adults, or beneficiaries who need added protection.
Testamentary Trusts Can:
Testamentary Trusts Can:
- Delay or stagger distributions.
- Provide oversight for inherited assets.
- Address tax or family-planning goals.
- Protect beneficiaries with special circumstances.
WHEN A WILL IS THE RIGHT CHOICE
A will-based plan may be appropriate if you:
A will-based plan may be appropriate if you:
- Want a straightforward estate plan.
- Own assets primarily in your individual name.
- Are comfortable with probate administration.
- Want to name guardians for minor children.
SCHEDULE A WILL PLANNING CONSULTATION
If you are creating your first will or updating an existing one, we can help you put a clear plan in place.
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