Preparing your estate plan is a uniquely personal matter. At the law firm of McCarthy Weisberg Cummings, P.C., our attorneys recognize that a fill-in-the blank will or trust cannot reflect your individuality. We create wills and trusts that are tailored to meet your specific goals — whether that involves protecting assets for future generations, preserving a loved one's eligibility for public benefits or ensuring your legacy is passed on.
You can rest assured that we will recommend an estate planning solution that is tailored to meet your needs and the needs of your family. Contact our law firm at 717.260.3646 to speak with one of our experienced Harrisburg wills and trusts attorneys.
Helping You Create Your Last Will and Testament
Your last will and testament can be as simple or as complex as you would like it to be. For individuals with very little assets and no children, drafting a will may only be a matter of designating intended beneficiaries. However, many people have children, unique tax concerns or other issues that can also be addressed in their will. We help you identify what issues need to be addressed — such as appointing a guardian for minor children, designating executor of your estate or creating a trust to minimize the burden of estate taxes — and draft a will that reflects your needs and objectives. We are also available to update your will as your needs and goals change throughout your life.
Incorporating Trusts Into Your Estate Plan
Trusts can be structured to meet many different needs. While a special needs trust can be structured in a way so that a loved one's eligibility for public benefits is not jeopardized, a living trust can be structured to provide for you during your life and for your beneficiaries after you pass — without the need for probate. Our estate planning lawyers have extensive experience creating revocable and irrevocable trusts that reflect the unique needs of clients. Additionally, because our attorneys come from a wide range of backgrounds — many of them certified public accountants (CPAs) or having experience in the insurance field — we are able to understand complex issues involving how to structure trusts for tax savings or to address how to structure life insurance benefits and trusts. Some of the trusts we create for clients include:
- Marital trusts (AB trusts)
- Generation-skipping trusts
- Spendthrift trusts
- Insurance trusts
- Special needs trusts
- Other living trusts or testamentary trusts
In addition to structuring trusts as a component of effective estate planning, we have the knowledge and diligence to provide skilled guidance in all aspects of trusts administration.
Contact Our Pennsylvania Estate Planning Attorneys
Let us help you achieve your estate planning goals through the effective use of wills, trusts and other estate planning instruments. For more information about wills and trusts, contact us at 717.260.3646.
