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Estate Planning

Different people have different Estate Planning goals.  We often hear our clients say “Let's keep it simple.”   Or, “I just don't want the kids to fight.”  Or “I want my spouse to be properly cared for if something should happen to me.” 

At HighPoint Law Offices, we will ensure that your Estate Plan answers two key questions:  

(1) What happens if I die? and

(2) What happens if I don't die?

To properly address the first question, "What happens if I die?", we first identify the things that are most important to you, and the things that you wish to become your legacy.  From there, we craft an estate plan that will:

  • Keep the estate settlement simple and private, with no unnecessary costs
  • Minimize taxes 
  • Avoid expensive, time-consuming probate
  • Protect inheritances from divorce, financial mismanagement, and lawsuits
  • Protect you and your loved ones from the high cost of long-term care
  • Make sure your loved ones are properly cared for if you become disabled
  • Optimize how your wealth is received, as well as how it’s transferred
  • Ensure that a surviving spouse’s remarriage doesn’t accidentally disinherit the children
  • Provide for minor children
  • Provide for a child with special needs
  • Divide up the material possessions from your estate in a peaceful manner
  • Respect your wishes for charitable bequests
  • Preserve important family stories, beliefs and values

The second “Big Question” that your estate plan will answer is: “What happens if I don't die?” In other words, what will happen to me and my family if I need care for a long time? This kind of planning is about making sure that:

  • Your spouse will still have enough to live on, and a place to live
  • There will be something left for your grandchildren and children
  • If care is needed, it will be the kind you want

While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled. 

Estate Planning with HighPoint Law Offices is not merely a legal or financial exercise - it is an act of love for people you care about.  Stop by one of our free community workshops to learn more, or call our office directly at 215-997-9773.

 

 


HighPoint Law Offices assists clients with Estate Planning, Probate and Estate Administration, Medicaid Planning and IRA Preservation in Chalfont, Pennsylvania and surrounding areas including Bucks, Montgomery, Philadelphia, Lehigh, Monroe and Northampton Counties.



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200 Highpoint Drive, Suite 211, Chalfont, PA 18914
| Phone: 215-997-9773

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