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Hellertown, PA Estate Planning Attorney

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It’s difficult to think about and plan for a future that you won’t be a part of, but it’s a necessary step in protecting your assets and the people you care about for when you’re no longer around. Even if you’re in excellent health or have fallen victim to the misconception that you aren’t “old” enough to create an estate plan, it’s crucial to have your affairs in order in the event that you pass away or become incapacitated. The good news is, you don’t have to start planning on your own. Our Hellertown estate planning attorney is here to help.

At Daly Law Offices, we can help make a typically overwhelming process much more straightforward and simplify complex legal jargon, allowing you to make informed decisions regarding your assets. Call now to schedule a free consultation and discover your next steps.

Hellertown, PA Estate Planning Attorney

Why Do I Need An Estate Plan?

Estate planning is a process where you outline what will happen to your assets if you suddenly pass away or become incapacitated. Doing so clarifies your wishes for the distribution of your assets, as well as guardian designations for any minor children.

While many people know they should have a will, it’s typically something that gets put off for later. Unfortunately, later isn’t guaranteed! If you fail to make these important decisions, the state of Pennsylvania will make them for you. This can lead to your assets ending up in the wrong hands and your children possibly with someone they don’t know. That’s why creating an estate plan now, while you have the ability to, is so important.

What Goes Into An Estate Plan?

Thorough estate plans created by our Hellertown estate planning attorney typically include the following:

  • A Will: Outlines your legal wishes that take effect after your death, including your desires regarding asset distribution, guardianship for minor children or pets, and your preferred method of burial.
  • A Trust: A fiduciary agreement that allows a trustee to hold assets on behalf of a beneficiary or beneficiaries.
  • Guardianships: Your designation for who will take care of minor children or other dependents if you are no longer able to do so.
  • Powers of Attorney (POA): Your designation of someone who you want to make medical decisions on your behalf if you are incapacitated.
  • Health Care Directives: Allows you to specify what medical decisions you want made for your care if you are incapacitated.

Can I Create One Myself?

In your search for estate planning services, you may have come across DIY estate planning templates. While you can use these to create an estate plan, it is not something we recommend as it can lead to significant legal and financial complications. DIY templates often lack the language and customization needed to make an estate plan legally compliant and unique to your needs.

Estate planning is extremely personal, so using a document that was crafted without considering your specific circumstances can result in unintended and costly mistakes for you and your loved ones. Working with a professional, like our Hellertown estate planning attorney, is the best way to create a comprehensive and legally sound estate plan.

Call Daly Law Offices Today!

We know it can be difficult to think about a time when you won’t be around, but proactive planning now can save your family from a lot of confusion and heartache down the road. Our Hellertown estate planning attorney can make the entire process easier for you. Attorney Joshua N. Daly has over 15 years of experience guiding families in Pennsylvania through the steps of estate planning. He is committed to understanding your goals so that he can craft a plan that provides you with a sense of security. Call to schedule your free consultation and get started today!

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Hellertown, 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

Why Choose Us?

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(484) 293-1885