Catasauqua, PA Wills And Trusts Lawyer

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Pennsylvania residents who have made the important decision to begin the estate planning process should especially consider the importance of legal tools like wills and trusts. Tomorrow isn’t promised to anyone, so it’s best to take this crucial step today! Wills and trusts ensure that the people you love most and the things you care about most will be protected in the event that something tragic happens to you, or if you pass away.

It is in your best interest to work with a knowledgeable attorney who can draft a customized will and trust strategy with your goals and objectives in mind. The process can be complex, and it can be emotionally distressing to think about a time when you are no longer around to love and care for your family, but our welcoming Catasauqua wills and trusts lawyer can ease you through each step at your own comfortable pace. Call to schedule your free initial consultation and discover your legal options today!

Catasauqua Wills And Trusts Lawyer

What You Should Know About Wills

One of the most central elements of estate planning is the creation of a will, which – you’re likely aware – is the document that outlines your wishes regarding the distribution of your property and the care of any dependents, such as those with special needs or minor children. Before drafting the document, it’s a good idea to take the time to inventory your assets and carefully contemplate how you want them to be distributed.

It is also important to decide who you want to appoint as your estate executor – the person you trust to carry out your wishes. This person could be one or several of your adult children, or another relative or close friend you trust inherently. If you’re unsure of who to choose, our experienced Catasauqua wills and trusts lawyer can help you consider things from a few different perspectives so that you can feel confident in your decision. 

Keep in mind that your life circumstances are likely to change ever so often (like if you buy a home, or move out of state, or add someone to your family), so it is wise to revisit and update your will periodically to ensure that your will accurately reflects your intentions and complies with Pennsylvania laws.

What You Should Know About Trusts

The most important thing you should know about trusts is that, contrary to popular belief, they are not just for the wealthy! Trusts are particularly beneficial estate planning tools that serve to safeguard your assets, save your loved ones an immense amount of legal and financial hassle, and more! Trusts bypass the probate process, which should be avoided if possible due to the length of time it takes to resolve (9-12 months) and the expensive fees involved. Trusts can be passed directly to your heirs upon your death with no delay, meaning your hard-earned wealth stays private and in your family.

There are many different types of trusts that have unique purposes and accomplish specific things. They are also highly flexible, meaning you have control over the terms and conditions that govern them. You can discuss your questions, concerns, and requests with our Catasauqua wills and trusts attorney; that way he can help you have a clear understanding of what the most favorable options are for your individual situation.

Why A Will And Trust Is A Powerful Estate Planning Combination

Having both of these tools in your legal toolbelt offers you a comprehensive approach to safeguarding your assets and ensuring a seamless transfer to your beneficiaries. A will is a foundational document that articulates your wishes regarding the distribution of your money, property, and possessions, and the appointment of guardians for dependents. When combined with a trust – which allows you to bypass probate and keep your affairs private – you and your assets are secured with a robust strategy. This dynamic duo offers you a customizable approach to estate planning and addresses both your immediate concerns and long-term goals with greater precision.

If you’re ready to take the first step to preserving your legacy, we are ready to take that step with you! Daly Law Offices is a firm solely focused on estate planning, probate, and elder law matters, putting you in a position for success. Our lead attorney, Joshua N. Daly, has over 15 years of experience and is passionate about helping clients feel empowered with their estate plans. Call today to schedule your consultation and learn more!

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Catasauqua, PA Practice Areas

Worked together on a relative’s Estate Planning. Very easy to work with and knowledgeable. So glad we chose Josh. Thank you.

Beth Macik

Josh we wanted to take a moment to thank you from the 3 of us from the bottom of our hearts. You are a gift and you have such a gift in what you do and they way you actually do it.
A total class act with the perfect personality for your profession. We can’t tell you enough how much we appreciate you and honestly thank so much. And it won’t be the last you see of us. Much Appreciation. The Stine/DiGiovanni family
*We highly recommend Joshua Daly for Elder Law, wills, etc. This is something that people don’t know what can happen when your parents pass away or what to do. Josh helps prevent as much as you legally can the home and assets being taken by elder care home and/or govt.
What a great experience on a subject people don’t like to talk about but is so important. Josh makes this process pleasant. We are recommending Josh to all our friend and family and friends. Everyone should get their ducks in a row. I am glad we met Josh & finally did this!
Thank you Josh

Stephanie DiGiovanni

Daly Law Offices

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