Estate Planning

Pennsylvania Trusts and Estates - Wills and Tax Planning

For comprehensive client service on a broad range of estate planning needs, from simple and complex wills and powers of attorney to sophisticated estate planning and trust instruments, contact a Pennsylvania wills and trusts lawyer at Reilly, Wolfson, Sheffey, Schrum and Lundberg, LLP, in Lebanon.

Our estate planning clients include individuals and families with many different needs--farmers, entrepreneurs, owners of family businesses, and working people anticipating retirement. Just about everybody should have a will and durable powers of attorney in place so that trusted persons can be designated to manage your financial and medical treatment in the event of any period of incapacity. A living will or directive to physicians can also help avoid indecision or family conflicts if a final illness leaves you beyond treatment, but incapable of expressing your own preferences as to the termination of life support.

In complex estate planning situations, our long 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.

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 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 attorneys can help you define and achieve your goals. Contact a wills and trusts lawyer at Reilly, Wolfson, Sheffey, Schrum and Lundberg, LLP, in Lebanon for more information.

Our Estate Planning Attorneys: Timothy D. Sheffey, Paul A. Lundberg