Skilled Estate & Trusts Attorneys Serving Sunbury, PA

Estate planning is the best step to protect your family’s legal and financial future. Whether this means drafting a will, creating a trust, or simply discussing your inheritance rights under Pennsylvania law, you’re never too young to begin estate planning.

Discuss how the experienced team at Mette Law can assist you in preparing for your future—and potentially reduce your tax burden—with the right estate plan.

Drafting Wills and Probating Estates

Wills are more than handwritten documents or forms you print off the internet. To create a valid will, you need an experienced estate attorney to draft and execute this legally binding document under Pennsylvania law. This generally means certifying that all provisions are lawful, you’re of sound mind, and the document is signed in the presence of any necessary witnesses.

If you do not have a will, your assets and liabilities will pass according to Pennsylvania law and not your personal preference. Let our estate lawyers help you plan your future correctly and prevent complex family disputes and litigation.

Creating Trusts

Trusts are one of the most underrated legal tools in Sunbury. They allow you to put money or assets, including your home, into an account that you control for the benefit of another person or entity. Certain trusts have significant tax benefits for both you and any beneficiaries. Pennsylvania recognizes the following types of trusts:

• Charitable
• Business
• Real estate investment
• Employee
• Pension or profit-sharing
• Revocable living
• Irrevocable
• Special needs
• Asset protection
• Spendthrift

While this list is extensive, each trust serves a unique purpose. The dedicated trust attorneys at Mette Law can help you choose the best trusts to control your assets and protect you and your loved ones.

Planning for Long-Term Care in Your Golden Years

As you approach your senior years, you should work with one of our estate planning lawyers to discuss the benefits and limitations of Medicare, Medicaid, and long-term care insurance. Planning for your golden years often means executing powers of attorney and healthcare proxies in the event of medical emergencies. It can also mean structuring your assets so that you qualify for certain federal and state insurance benefits while protecting your children’s inheritance and home.

Start Estate Planning Today with Our Dedicated Sunbury Wills and Trusts Lawyers

No two estates are the same. The right estate attorneys in Sunbury will take the time to discuss your needs and desires and create a customized estate plan for you. This may mean executing or updating a will, opening an education trust for your children, executing a health care proxy, and obtaining life insurance to protect your family.

Do not leave these critical matters to chance, as state and tax laws may not operate in your favor. Call 717-232-5000 or contact us to schedule a Sunbury estate and trust consultation. It could pay for itself.