Legal Guidance You Can Count on From Experienced Pennsylvania Estate Planning Attorneys
Talking about end-of-life issues is something that most people would rather avoid. Unfortunately, not planning for the future or failing to give thought to circumstances that could arise can end up hurting you and the people you care about in the long run. At Egbert & Barnes, P.C., our experienced Pennsylvania estate planning attorneys provide the professional legal guidance you need in these situations. With over 60 years combined experience, we can assist you in developing a customized plan to help protect and preserve your assets and interests.
Protecting You and Your Loved Ones Is Our Primary Goal
No doubt, you have worked hard over the course of your life. As a result, you have accumulated a certain amount of property and assets, either through your job, by way of investments, or through a business you own. Regardless of the size of your estate or the amount in your bank account, making sure your assets are protected and preserved for you and your family is one of our estate planning attorney’s primary goals.
According to surveys conducted by Caring.com, roughly 6 out of every 10 adults do not have a valid, legal will in place. Even fewer have what they need to protect them in an emergency or other family situation. In the event the unexpected occurs, not being prepared leaves you vulnerable, and can place a heavy burden on your loved ones.
At Egbert & Barnes, P.C., our Pennsylvania estate planning attorneys work one on one with each of our clients to customize a plan that suits your individual needs. Let us assist you in creating important estate planning documents all of us need to have in place:
- Last will and testament;
- Letters of instruction;
- General powers of attorney;
- Medical powers of attorney;
- Advanced healthcare directives;
- Living wills;
- Guardianships and conservatorships.
Our Estate Planning Attorneys Can Help You Anticipate Future Needs
In addition to basic estate planning documents, there are likely additional issues concerning your assets and property you need to address.
At Egbert & Barnes, P.C., our estate planning attorneys have extensive knowledge of the Pennsylvania probate laws and how they apply in different situations. Our combined 60 years worth of experience also helps us in identifying the important issues involved retirement, disability, and long term care planning. We provide legal guidance you can count in the following areas:
- Disability planning;
- Medicaid planning;
- Creation and administration of trust agreements;
- Federal estate and Pennsylvania inheritance tax planning
- Business continuity planning, succession and liquidity;
- Settlement of decedent’s estate and representation of trustees and executors;
- Representation of beneficiaries and estates in will disputes;
- Fiduciary and tax litigation.
What We Have Done For Our Clients
- Successfully represented an older couple who were swayed into transferring their house to a third party in a scheme to deprive them of their property and their life savings.
- Helped the son of a deceased father stop the other relatives from illegally removing several hundred thousand dollars to an out of state bank.
- Handled complex estate administration and probate matters as well as will contest matters where there are questions as to the validity of a will or whether the distribution is the actual intent of the deceased person.
- Worked with families to maintain their standard of living while a spouse is a resident of a long-term care facility saving in excess of two hundred thousand dollars.
- Worked with couples to assure that their estate plan addresses those challenges and creates a method to transfer assets, often using trusts to preserve and protect the estate for future generations.
- Worked with married couples in the non-traditional marriage in the estate administration process to prove the marriage.
- Helped families work through the business law and estate planning aspects of the succession plan where the business is owned by more than one person and the owner wants to transfer the business to one, not all of his or her children.
Contact Our Experienced Pennsylvania Estate Planning Attorneys Today
When it comes to future planning, do not take chances in ensuring that the interests of both you and your loved ones are protected. Call or contact Egbert & Barnes, P.C. online and request a free consultation to see how our experienced Pennsylvania estate planning attorneys can help you.