Fullerton, PA Estate Planning Lawyer

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Have you considered what will happen to your money and property when you’re gone? If you’re like most people, you probably assume that it will all go to your spouse, children, or other loved ones. However, the legal system is complicated when it comes to distributing inheritances, especially if there is no explicit documentation on the matter. If you leave it up to the state to decide how your estate should be passed along, you run the risk of someone you love being disinherited, and those who will inherit being stalled for months as your assets pass through the complex Pennsylvania probate process.

To ensure that your family can avoid all of these legal headaches, it is in your best interest to seek the guidance of a knowledgeable estate planning attorney. At Daly Law Offices, our lead attorney Joshua N. Daly will listen to your concerns and make a plan to meet your unique goals. He has over 15 years of experience in helping clients gain confidence in the protection of their legacy! Call our Fullerton estate planning lawyer today to schedule a free consultation and learn more about how we serve clients in the areas of wills, trusts, and more!

Wills And Trusts

When you think of estate planning, your mind probably jumps to a will, automatically. There are many different types of wills, but the “traditional” will that most people are familiar with is called a testamentary will and it lists an individual’s property and other assets, along with who they wish to inherit them. Our Fullerton estate planning lawyer can help you choose the right type of will for your financial situation and handle the difficult aspects of the drafting process. However, it is important to note that having a will alone will not prevent your estate from going through probate. To save your loved ones the stress of this long and complex legal process, you should consider establishing a trust. 

A trust is a financial entity to which your assets are transferred to. Similarly, there are many different types of trusts that each serve their own purpose. Our attorney will explain your options thoroughly and carefully create a trust which abides by the terms you set forth. With a revocable trust, you will always be able to add, remove, or change the terms as you see fit. Upon your death, the trust will be immediately transferred to the beneficiary of your choice, and remain in the possession of your family – not the court!

Power Of Attorney, Guardianship Designations, And More

In addition to a will or trust, you may wish to have other estate planning documents created such as power of attorney, guardianship designations, advance directives, and more. Each of these documents must be compliant with state laws to be valid. Our Fullerton estate planning attorney can ensure that no errors or mistakes are made which would jeopardize their validity and prevent them from fulfilling their purpose. It is our priority that your wishes be carried out in the face of a tragic event. You can trust us to give you peace of mind!

Is An Attorney Really Necessary?

Unfortunately, there are people out there who want to take advantage of you and will offer false promises of easy, “DIY” estate planning kits that eliminate the need of a lawyer. Many of these kits are generic documents which do not take into account each state’s specific estate planning laws, and do not guarantee the protection necessary to keep your assets safe! At Daly Law Offices, we stay up-to-date on current state laws and any changes which affect them – and therefore, you. You can rely on our experience and proficiency as we help you navigate the legal system. 

Call Our Experienced Fullerton Estate Planning Lawyer For a Stress-Free Experience

Estate planning is a final act of love from you to your loved ones; no one should have to deal with complicated legal issues on top of mourning and grief. You can take proactive steps today to ensure that their stress will be minimized when it comes to settling your affairs. Call to schedule your free consultation and learn more about how we can make a difference in the lives of you and your family. 

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Fullerton, 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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(484) 293-1885