Lebanon Estate Planning Lawyers
Pennsylvania Trusts and Estates - Wills, Retirement and Tax Planning
Our estate planning clients include individuals and families with many different needs − entrepreneurs, owners of family businesses, farmers, working individuals and people anticipating retirement. Most people should have a will and durable powers of attorney in place in order to make sue that their estates are distributed as they desire and so that trusted persons can be designated to manage their financial and medical treatment in the event of any period of incapacity. A living will or advance directive to physicians can also help avoid indecision or family conflicts if a final illness leaves you unable to express your own preferences as to the continuation of life support.
For comprehensive client service on a broad range of estate planning needs, from simple and complex wills, powers of attorney and living wills to sophisticated estate planning and trust instruments, contact a Pennsylvania wills and trusts lawyer at Reilly, Wolfson, Sheffey, Schrum and Lundberg, LLP [Link to Contact Us], in Lebanon. We can also represent individuals in the context of a guardianship proceeding.
In complex estate planning situations, our extensive experience and close attention to tax considerations can also help avoid problems and preserve the value of the estate. Attorney Paul A. Lundberg, who is licensed to practice law in both Pennsylvania and Florida, has concentrated his practice on estate administration and tax matters throughout his career. He holds an advanced degree in taxation, and applies his experience for the benefit of families who might be facing substantial estate tax liabilities or otherwise require complex estate planning
For high net worth individuals and families, for whom estate tax planning and charitable endowments can all represent matters of serious consideration, our law firm offers custom wills and trust documents with attributes and terms tailored to your objectives and needs. These include:
- Living trusts
- Generation skipping trusts
- Grantor retained trusts of various kinds
- Life insurance trusts
- Family limited partnerships
- Installment sales of family farm or business property
- Charitable remainder trusts
Whether your estate planning needs are focused on basic matters such as the execution of wills, powers of attorney, living wills and trusts, or on more complex concerns such as family business succession planning, keeping productive agricultural land in the family, or minimizing your estate's exposure to Pennsylvania and federal estate taxes or probate disputes, our knowledgeable Lebanon estate planning attorneys can help you define and achieve your goals. We can also ensure that fiduciary documents are properly recognized. Contact a wills and trusts lawyer at Reilly, Wolfson, Sheffey, Schrum and Lundberg, LLP [Link to Contact Us], in Lebanon for more information.
Our Estate Planning Attorneys: Timothy D. Sheffey, Paul A. Lundberg, Frederick S. Wolfson, Michelle R. Calvert