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Slatington, PA Wills & Trusts Attorney

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If you’re considering the process of estate planning, it’s important that you understand how pivotal legal tools like wills and trusts can be in guaranteeing your assets are distributed the way that you intended. We don’t know what the future holds, and while no one wants to plan for a future they won’t be a part of, it’s the best way to provide for the people who matter most while protecting your legacy. If you wait until it’s too late, the state of Pennsylvania will distribute your assets for you, leaving your family in a difficult situation.

It’s also important to enlist the help of an experienced Slatington wills & trusts attorney when establishing these legal documents to ensure legal accuracy and peace of mind. To discover your options and next steps, call Daly Law Offices today to schedule a free consultation.

Slatington Wills & Trusts Attorney

Wills

A will is a document that outlines how you want your assets, property, and personal possessions to be distributed after you pass away. You can name an executor to carry out your last wishes, name beneficiaries who you’d like to inherit your assets, and more. Remember, a will alone will not prevent the possibility of probate.

Trusts

A trust is a legal entity that you transfer your assets into to be managed by a trustee. The creator of the trust, also known as a grantor, sets the terms that have to be followed by the trustee. As the grantor, you can be your own trustee, but it’s important to name someone who will become the trustee in the event that you pass away or become incapacitated.

Common Types Of Wills & Trusts

There are several different types of wills and trusts that can be used. It’s crucial to enlist the help of our Slatington wills & trusts attorney who can help you decide which might best suit your needs and accomplish your goals. Some of the most common include:

  • Last will and testament, or traditional will
  • Joint will which acts for two people (usually married couples)
  • Pour-over will which converts to a trust at the time of death
  • Living will which outlines your wishes for medical care and other life saving measures
  • Revocable trust which can be altered at any time
  • Irrevocable trust which cannot be altered at any time
  • Charitable trust which will be given to a charity organization
  • Special needs trust which allows a person with special needs to save or inherit money without risking their government benefits by exceeding the asset ceiling

How Our Slatington Wills & Trusts Attorney Can Help You

While you may have fallen for the common misconception that estate planning is only for the rich or the elderly, it’s actually for anyone who owns anything of value or has minor children. If you fail to plan for your assets, your loved ones could be left in chaos, unsure of your wishes and stressed about what to do next when they should be focused on grieving you.

It should also be noted that Pennsylvania’s intestate laws will take over in the absence of a will and trust, and your assets will be distributed according to those laws. You know your family better than the court system does; don’t leave something so important and personal in the hands of the legal system.

Why Choose Daly Law Offices?

If you’re feeling overwhelmed by the idea of creating a will and trust, Daly Law Offices is here to help. Our lead wills & trusts attorney Joshua N. Daly has nearly 15 years of experience in drafting wills and trusts tailored specifically to the needs of his clients. He is passionate about providing personalized legal service that can help you cement your legacy! Call today for a free consultation and learn more about your options.

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Slatington, 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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