Orefield, PA Estate Planning Attorney
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When it comes to estate planning, you might be facing a fair amount of confusion. You may know that it’s something you need to do, but are unsure of how to take the first step. Maybe you gathered a little information from a friend or coworker or distant relative, but are not certain that you should make the same choices they did because of differences in your financial situation or personal values. We know you have questions, and we’re here to give you the clarity you need to make empowered decisions about your future!
At Daly Law Offices, our lead Orefield estate planning attorney, Joshua Daly takes the time to hear your concerns and explain things in a way that’s easy to understand. The choices you make now will have a significant impact on your life and the lives of your loved ones, and we don’t take that responsibility lightly. Call today to schedule your free consultation and learn more about how our team can serve you.
What Steps Are Involved In Estate Planning?
The estate planning process involves several simple steps that will allow you to organize your assets and ensure that they will be distributed according to your wishes after you pass. First, you’ll take stock of your assets, which are all the money, property, and personal belongings you own. Then, our skilled Orefield estate planning attorney will create essential legal documents like a will or trust (or combination of several trusts) that allow you to control how your hard-earned life’s wealth is passed on.
In addition to a will and trust, you should consider creating a living will and a power of attorney to address healthcare and financial decisions in case something unexpected happens to you, and leads to your incapacitation. If you have minor children, a guardianship designation will allow you to name the trusted individual(s) you want to care for them in the event that you become unable to.
What If I Need To Make Changes To My Documents Down The Road?
We get it – life happens! Things change, and so do people, so you might decide that your estate plan no longer reflects your current reality and needs to be altered. Not only is that entirely understandable; it’s recommended! You should review your estate plan at least once every three years, to ensure that it stays as up-to-date as possible. It’s possible that a major life event occurs, like the birth of a child or grandchild, a marriage or divorce, or the unfortunate passing of a loved one. A new medical diagnosis may have your preferences for medical treatment put into question. No matter the issue, our Orefield estate planning attorney will gladly guide you through making your desired changes to give you the peace of mind you need to be confident in your future!
How Complex Is The Estate Planning Process?
Estate planning requires you to answer some tough questions, and even think about your own death, which can be uncomfortable for many people. It can also be difficult to have to choose which individuals you want to serve as your executor, trustee, healthcare agent, or step in to be the guardian of your children. With over 15 years of experience helping clients through these same dilemmas, you can trust that our compassionate Orefield estate planning attorney understands where you’re coming from, and can offer advice to ease the anxiety you’re experiencing.
While the process may not always be easy, you should be comforted by the fact that your wishes will be respected when it matters most, and that your loved ones will be spared from unnecessary legal drama during an already emotional time. Estate planning is a proactive and charitable approach to securing your legacy and leaving behind a thoughtful guide for those you care about most!
Why Choose Our Orefield Estate Planning Attorney?
At Daly Law Offices, we have two main priorities: achieving your legal goals and ensuring that your experience with us is personal and empowering. Our mission is to develop a real connection with all of our clients; our team will always be accessible to you. We want you to feel supported as you navigate these highly emotional and highly consequential legal issues! Call today to schedule your free consultation and learn more about how our experienced Orefield estate planning attorney can help you leave a lasting legacy.
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Orefield, 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.
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
Why Choose Us?
14+ Years Of Experience
Dedicated Small Firm Attention