Bucks County Elder Law

Estate Planning

Bucks County Wills and Estate Planning Lawyer

Estate PlanningWith so many estate planning options, it can be hard to know if you are really doing the best thing for your family. We have been helping families in Pennsylvania and New Jersey with their wills, trusts, and estate planning needs for over 25 years. We welcome the opportunity to do the same for you and your family.

Estate planning can be broken down into two categories. The first involves lifetime planning, which addresses the issues, concerns, and situations you will meet during your lifetime, including the possibility of becoming incapacitated. We can help you with powers of attorney, living wills and more to ensure you have complete control over your health care and financial affairs as you get older.

The second category is what most people think about when they hear the term estate planning—planning for the protection and distribution of assets after you pass away. We can ensure your assets will go to whom you want, when you want, in the manner you want. The tools and strategies we can use to accomplish this include:

  • Wills
  • Revocable trusts
  • Irrevocable trusts
  • Multigenerational planning
  • Educational trusts
  • Special needs and supplemental needs trusts
  • And more

We also provide options for clients with specific concerns about avoiding estate taxes (death taxes). From charitable remainder trusts to complex tax planning, there are a number of options available to minimize or avoid estate, gift and other taxes. So you can maximize the amount of assets you are able to pass on to your family and any other beneficiaries you wish.

Contact us today to schedule a free consultation with our Yardley estate planning lawyer to discuss your particular needs and goals.