Practical Estate Planning in Shavertown, PA
The best way to help secure your family’s financial future is by having a carefully crafted plan in place that makes sense for your situation. At the Law Offices of Bernard Walter, we will work with you by providing intelligent advice and assistance on estate planning in Shavertown, PA. With our help, you can carefully lay out your wishes regarding the division of your assets once you’re gone. This helps to eliminate any potential problems or disputes among your beneficiaries.
Taking Care of Taxes
Estate planning also involves close consideration of how you can minimize any tax burden that’s placed on the inheritance you leave behind. Taxes can be levied on property or assets that are transferred via a will. Although they generally only apply to large estates, it is a topic you should address with your planner to avoid unpleasant surprises.
You’ve worked hard to attain financial stability in your life and wish to leave your beneficiaries with a healthy nest egg after you’re no longer here. By looking at any potential tax implications with an inheritance, you can ensure the fruits of your labor do not go to fatten government coffers.
Professional Advice to Protect Your Family
Having a well-thought-out estate plan will make certain yours is appropriately administered and there are no details left untouched. Our experienced and skillful staff members will guide you through the planning process and help you make informed decisions.
With our help, your family’s interests will be defended. Our law firm is prepared to assist from naming a guardian for minors to living wills and powers of attorney. We can also discuss complex issues, such as limited family partnerships, generation-skipping trusts, qualified personal residence trusts, estate taxes, and charitable remainder trusts.