Your Loved Ones Need a Plan to Follow
Don’t Leave with Unfinished Business
It’s hard to be as successful without planning. So why would you not set your loved ones up for success? Help them avoid chaos and conflict, allow them to remember you, and preserve your estate. It is everything you worked so hard to earn.
What is an Estate Plan?
Your estate includes everything you own – and we mean EVERYTHING. Your home or other properties, your vehicles, bank accounts, investment, retirement accounts, and personal property are all assets that someone else can and will inherit upon your passing. It’s safe to say that there are specific people or charities that you would like to have those assets when you pass away – and specific people or entities that you would NOT like to have those assets. Working with an attorney to create an estate plan and update it regularly during your lifetime is the simplest way to gain peace of mind knowing your wishes will be carried out.
What’s the Worst that Can Happen?
Simply put, you don’t want your legacy left in the wrong hands. Not having a carefully drafted estate plan could have enormous, unintended consequences. Our team wants your wishes followed, and it’s safe to assume those wishes don’t include leaving a hefty estate to the fine folks at the Pennsylvania Department of Revenue.
What Does Our Team Do?
We break down the estate planning process into simple steps: design, review, and signing. First, our team will review several questions with you to learn more about your loved ones and the assets you have earned. Next, we will begin drafting an estate plan to review together. After giving you time to look over your new plan, we will schedule a time to sign and put it into action. We’ll remain in constant communication throughout the process, explaining each step along the way. Once we have completed your plan, we’ll also be available as a trusted resource for any possible changes and questions that may arise.
Keep Your Plan Updated
There’s not much guaranteed in life, but one thing is – change. Businesses, relationships, and finances –- all change—a lot. Our estate planning team keeps up with each client to ensure all of life’s good and bad changes are reflected in their estate plans. Our firm believes in this so much that we offer a one or three-year checkup appointment at no additional cost. We can also assist you if you already have an estate plan that needs updating. It is essential to reflect on the past year and ensure your plans don’t go array from the unexpected.
What Are Your Neighbors Saying?
We pride ourselves on being active members of the Southeastern Pennsylvania community. So if you are looking for a local law firm to take care of your family’s needs, look no further. We’ve been working with your neighbors (some you may even know), and they've had great things to say.
What Else Should You Know?
There is plenty to learn about the estate planning process – and luckily for you, we’ve broken the legal jargon down into accessible resources so you can dig in. Maybe you want to read about legal updates, proactive tips, or other situations like yours – we have it all for you.
When it comes to estate planning, it’s a key process for any family, but it can be especially tricky when estate planning for blended family. These families often involve spouses with children from previous relationships, together with any shared kids or stepchildren....
How Recession Affects Retirees and Their Estate Plans A recession can really shake up retirement security and the ways we plan our estates. It brings both short-term financial pressure and lasting impacts for retirees. When the economy takes a hit, retirement savings...
Estate law is a vital field of legal practice that deals with how a person’s assets are managed and distributed after their death. An estate law attorney plays a crucial role in making sure that the wishes of the deceased are respected and that their loved ones are...
Estate Administration Timeline: Navigating the Process with Legal Support Dealing with estate administration can often be quite complicated and may take anywhere from a few months to several years to wrap up. For executors, beneficiaries, and family members sorting...
It’s never too early to start estate planning. Estate planning is an important part of ensuring your legacy is secure and that your wishes are respected after you pass away. Whether you’re in the early stages of wealth building or have built up significant assets,...
Are IRAs Safe from Long Term Care? As retirement nears, many people find themselves asking: Are IRAs safe from long term care? This is a legitimate concern given the escalating healthcare costs and the likelihood of requiring extended care as we grow older. In this...
Disinheriting the spouse is among one of the most sensitive and complex issues in estate planning. Many people believe that they have full control over what happens to their assets upon their death, but in fact, most states have laws that prevent a surviving spouse...
As a homeowner, one is usually in search of ways to protect the most valuable asset, your home. The best way to protect your house and ensure that it passes smoothly to your loved ones is to place it in a trust. This comprehensive guide will explain how to protect...
As the holiday season approaches or special occasions arise, many people consider gifting money or assets to their loved ones. Gifting to family members can be a thoughtful way to provide financial support, help with major life expenses, or simply show your care and...
Ready for a Phone Call?
If there is one thing we have learned over the past 70 years in business, it’s that a legal matter only gets worse when not addressed. Therefore, no matter your situation, consulting with an attorney is never a waste of time. Please submit your information below, and a member of our team will give you a call.
Antanavage Farbiarz, PLLC
Get In Touch
Hamburg Office
64 N. 4th Street
Hamburg, PA 19526
Wyomissing Office
2609 Keiser Blvd. · Suite 102
Wyomissing, PA 19610
Phone
Fax
(610) 562-8889