Estate planning is for everyone, at every age. Although often marketed to those in their golden years, working with the experienced Carlisle estate planning lawyers at Mette Attorneys at Law now might set you up for a more successful future.

Discuss drafting a will, opening a trust account, or administering a loved one’s estate with our dedicated Pennsylvania probate attorneys today by calling (717) 232-5000 or scheduling a confidential estate planning consultation online.

What is Estate Planning?

‘Estate’ is the traditional legal term used to describe an individual’s debts and assets. Established estates may include the following:

• Checking and savings accounts
• Stocks and bonds
• Trust funds
• Insurance policies
• Property
• Vehicles
• Jewelry and collectibles
• Pets
• Mortgages
• Student debt

Everyone has an estate, even a small one. Estate planning is the process of structuring your assets to maximize tax benefits, such as opening a college savings account for your grandson, and protecting your family after catastrophic events by purchasing life insurance, executing a healthcare proxy, and drafting a strong will. Estate planning attorneys in Carlisle provide these services and more.

Drafting Legally Valid Wills

Your last will and testament is more than just a piece of paper. It is a document subject to strict Pennsylvania execution laws necessitating help from our experienced wills lawyers. Using the wrong granting language can drastically impact how your will is probated and even nullify your wishes.

If you want to ensure a smooth estate transition after your passing, including protecting loved ones from certain liabilities and disputes, you need a dedicated estate attorney to ensure legal execution. This generally means certifying you’re of sound mind, drafting the correct legal terms, and ensuring the document is properly witnessed. Without a valid will, your estate passes via Pennsylvania intestacy laws to the exclusion of most loved ones.

Opening Trust Accounts

Trust funds come in various forms, some with major tax benefits. They’re also important for seniors seeking to qualify for certain welfare programs and benefits. A trust transfers assets from your name into a valid trust account to the benefit of another person. You might even open a trust account for your benefit while remaining the sole trustee. A trust and estates lawyer in Carlisle can help you open trust funds recognized by the Commonwealth of Pennsylvania.

Administering a Loved One’s Estate

If you recently lost a loved one, you may have been appointed the administrator of his or her estate. This often requires probating the will and liquidating assets. Administrators have important fiduciary duties to other beneficiaries under the will. Do not take on this complicated process alone. Get legal help probating wills and correctly administering an estate in Carlisle, PA. Our estate administration professionals might also help you understand if and how our services are paid for under the will.

Contact Our Compassionate Estate Planning Lawyers in Carlisle

Whether you want to begin the estate planning process, understand your inheritance rights, or need help administering a loved one’s will, connect with our dedicated Carlisle, PA, wills, trusts, and estates lawyers today by calling (717) 232-5000 or contacting us online.