Wills & Trusts Lawyer Serving Central Pennsylvania

Carefully drafted wills and trusts ensure that your assets are distributed as you choose; and they assist in avoiding probate or excessive taxation of your estate at the time of your death.

To discuss what kinds of wills and trusts may benefit you, please contact us online. We are dedicated to achieving your goals. The lawyers at Jacobson, Julius & Harshberger represent clients throughout South Central Pennsylvania.

Wills and Trusts

Generally speaking, a will is a legal instrument that provides instruction for distribution of your assets. A trust is a special relationship in which an individual holds title to property and administers the property for the benefit of the trust’s beneficiaries, according to the trust creator’s interests.

There are a variety of legal instruments, including several different wills and trusts, which can be used to accomplish your specific objectives, including:

• • Simple wills, joint wills and pour-over wills
  • Living wills and powers of attorney
  • Irrevocable and revocable trusts
  • Spendthrift provisions, which are provisions put into a trust that prohibit a third party from accessing assets intended to go to the beneficiary of the trust
  • Special needs trusts

Depending on your individual situation and goals, these legal instruments can be used together to create a comprehensive estate plan that will protect your assets and grant you the peace of mind that comes with strategically planning for your future.

Should I Be Thinking About Wills and Trusts?

In Pennsylvania, if you die without a will, the state will decide what happens with your assets, and you may not agree with the state’s decisions. Estate planning protects you and the people or charities you care about.

Why Do I Need a Wills and Trusts Lawyer?

You need more than will drafting services. A good estate plan is more than filling in a template. It is about taking action now to protect your assets and creating an enforceable and legal estate plan.

What Makes Jacobson, Julius & Harshberger Different?

If you need a Harrisburg wills lawyer, Jacobson, Julius & Harshberger stands out because our lawyers have extensive experience in estate planning as well as other disciplines. Whether you are facing a divorce and wondering how that will affect your legacy or going through bankruptcy and want to protect your assets for your loved ones, we can help. We also offer:

• • Strategic planning: We make sure your estate plan is comprehensive, valid, and enforceable, and we work to minimize inheritance taxes and fees. We protect your assets from creditors, long-term care fees, and other costs. Our trust-based planning strategies can protect your loved ones from a complicated probate process.
  • Ongoing support: Life changes. Our team is here to help you update your estate plan when you go through major life events, such as the birth of a child, marriage, or divorce. Our lawyers make sure your estate plan reflects your true wishes.
  • Probate support: After the loss of a loved one, you may be responsible for overseeing the estate, and our team can handle many of the complex legal and administrative tasks required. A trust administration lawyer at our law firm can also help if you have been named as the trustee responsible for managing assets in a trust. We can handle the filings and ensure you understand what you need to do to fulfill your duties.
  • Accessible services: We understand you may have questions about the cost and time involved in probate or estate planning. Our estate planning packages assist with complex family structures and assets, and our transparent fee structures ensure you can plan.
  • Support with estate planning challenges: Our attorneys understand that end-of-life conversations can be difficult, especially when families disagree about assets. We provide family mediation counsel and proactive conflict prevention documentation to mitigate the risk of legal challenges.

Our attorneys are knowledgeable in estate law, family law, and related practice areas. We can create a flexible revocable trust in Pennsylvania that allows you to manage your assets during your lifetime, or we can develop a combination of trusts and wills.

Call Our Law Firm at 717-909-5858

When you have questions about wills and trusts, our York, Pennsylvania, trusts lawyers can help — beginning with a free, helpful initial consultation by telephone or at our conveniently located Harrisburg offices. We can also meet with you in your location by appointment only.

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