Making a Plan for the Future
An estate plan is usually more than just a will. It is a combination of legal strategies that set forth your wishes and preserve your legacy.
The attorneys of Goldberg, Meanix, McCallin & Muth provide comprehensive estate planning and estate administration services to clients throughout Chester County. Please contact us to discuss your needs, whether you need help with wealth preservation or assistance fulfilling your duties as executor of a will.
The Estate Planning Basics
Everyone needs a few simple estate planning documents. These include:
- A will that sets forth your wishes for how your assets will be divided and who will care for any minor children in the event of your death
- A health care power of attorney, which gives the person you designate the power to make decisions about your health care if you are unable to make those decisions yourself
- A living will or health care directive that details your wishes about your own end-of-life care
Sophisticated Estate Planning Services
People with significant assets and those facing special issues need more complex estate plans. We will sit down with you to discuss your needs and tailor a plan that removes the obstacles to achieving your goal.
Depending on your specific needs, we may recommend an insurance trust, charitable remainder trust, special needs trusts or other trust designed to meet specific objectives.
Our estate plans are designed to accomplish two major goals: asset protection and tax minimization.
One of our attorneys has a master's degree in taxation in addition to a law degree. Clients benefit from the depth of our knowledge about the tax consequences of various planning options.
Estate Administration
Our law firm is available to administer trusts, guardianships and conservatorships. Our estate administration lawyers help clients after the death of a loved one. We will open and inventory the estate, pay any debts, divide assets according to the decedent's wishes, and represent you in any will contests or other disputes.
To learn more or to schedule a free initial consultation, please contact our office in West Chester, Pennsylvania. Call 610-436-6220. Credit cards are accepted. Off-site, evening and weekend appointments are available.
