Wills & Trusts
Delaware County, Pennsylvania Wills and Trusts Attorney
There are various tools available for your estate planning needs, including the preparation of Wills and Trusts. At Barnard, Mezzanotte, Pinnie & Seelaus, we offer strategic counsel in the creation of wills and trusts for individuals, families and business owners.
We are experienced in the creation of Wills and Trusts, including:
- Estate Tax Strategies
- Credit Shelter Trusts
- Special needs trusts
- Asset distribution
- Living wills
- Estate planning and administration
- Probate and estate administration
Wills
A will is a legal document that will take effect at the time of death, providing instructions about who should be designated as the executor of your estate, how assets should be distributed, and who you want to be the guardian of your minor children. We talk about selecting an executor you have confidence in so that you can trust in how your estate and assets are managed.
Trusts
A trust allows you to designate a trustee to manage the assets put in a trust. A trust may or may not be a beneficial tool for your estate. It is important to have an assessment of the federal tax consequences of your estate before creating an estate plan. This is an area of the law that may change in the next few years. The law in effect in 2008 allows you to pass on up to $2 million to a person other than your spouse without federal estate taxes. After that, everything you pass on may be taxed at a rate as high as 50 percent. Our attorneys will help you create an estate plan to minimize tax consequences. We will advise you about the types of assets that will be included in your estate so that you can adequately plan for wealth preservation.
Contact Barnard, Mezzanotte, Pinnie & Seelaus for a free consultation with an experienced Delaware County, Pennsylvania lawyer. Our firm has offered a tradition of service to personal and business clients since 1980.
Off-site, evening, and weekend appointments available • Media, PA office
