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Wills and Trusts

Preserving Your Legacy for the Next Generation

Establishing a Will or a Revocable Trust as your primary estate plan lets you determine how you want your assets to be owned, preserved, or managed during your lifetime and how everything shall be distributed after you pass. At HighPoint Law Offices, we can show you how to set up an organized and tax-efficient plan that meets your objectives.

Wills

You already know that a Will can ensure that your estate goes to your chosen beneficiaries after you pass away. However, it can also be used to:

  • Name guardians for your minor children if you and their other parent pass away before they turn 18
  • Establish a protective or special needs trust that holds assets for a loved one’s benefit
  • Appoint and give guidelines for executors and trustees
  • Reduce or eliminate federal death taxes

Wills are powerful estate planning tools but they are only effective if they are up to date and accurately reflect your goals and current Pennsylvania estate planning laws. We will review your options with you and draw up a Will that preserves your wishes.

Trusts

Contrary to popular belief, Trusts are not solely for millionaires leaving huge bequests to their children. They can help anyone protect and manage their assets for a specific purpose, including:

  • Revocable living trusts allow you to use the property during your lifetime and pass it to your beneficiaries after you die, while simplifying, streamlining, and largely keeping private the estate settlement process.  
  • Irrevocable trusts are most typically used for asset protection or tax reduction.
  • Trusts for minors to cover their education, medical expenses, etc. 
  • Special needs trusts that protect those individuals’ eligibility for government benefits while providing funds for any extras they may need.
  • Marital trusts that present estate tax exemptions and allow a surviving spouse to use certain property before it passes on to the children.

Meet With a Wills and Trusts Attorney Today

Wills and Trusts can be customized to meet your unique circumstances and subsequently updated as your life changes. An experienced estate planning attorney can help you assess your finances and goals to determine the best vehicles to preserve your wealth and your legacy. To schedule a consultation, contact HighPoint Law Offices today.