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Estate Planning Lawyer in Pennsylvania

Shepley_Header-DebtNegotiation
Wills and Powers of Attorney
Secure your family's future with
a law firm you can trust.
Shepley_Header-DebtNegotiation
Estate Planning
Secure your family's future
with a law firm you can trust.
Slide
Wills and Powers of Attorney
Secure your family's future with a law firm you can trust
Slide
Estate Planning
Secure your family's future with a law firm you can trust

Schedule an appointment with Harold Shepley & Associates.

Estate Planning

You’ve worked your whole life for everything you have, doesn’t make sense for you to decide what happens to your property when you die? Maybe you wish to make sure your spouse lives comfortably; maybe you wish to provide for a child, or grandchild’s education; maybe you have something special you wish an old friend to have. At Harold Shepley & Associates, we will thoroughly analyze your property and guide you to the most effective means of transferring your assets to whom you wish to leave them, minimizing estate taxes and making it easier on your family.

Determining which plan will protect you and your assets for future generations can be confusing. We understand your concern, and we’re here to help guide you through the delicate process of making sure everything is taken care of after you’re gone. We will counsel in all aspects of estate planning including:

  • Wills
  • Powers Of Attorney (PoA)
  • Medical Power of Attorney or Health Care Directive
  • Trusts
  • Guardianships for Children

Contact an estate planning firm you can trust. Call us today.

Many People think a Will is only necessary as you reach old age, but a Will is necessary at each stage of your life. Don’t put off drafting your Will today – you deserve to decide
what happens to your hard earned property.

Your living will sets guidelines for medical treatments if you’re unable to make those calls yourself, it allows you an opportunity to distribute your property as you see fit, and it allows you to set up funds for your children and other expenses upon your passing.

A will is also necessary if you want to leave property to anyone other than blood relatives, like a domestic partner or a friend. If you die without a will, your property and assets will be distributed as the court sees fit. Your will is your last chance to ensure what you’re leaving behind goes where you want it to.

Estate FAQs

Everyone should have a Will, even if you do not think you need one. Your Will instructs your family as to what you want to happen to your property after you pass. It can prevent conflict among your survivors and allow you to create special gifts to children, grandchildren, siblings or friends.
We like to talk about holistic estate planning, including Wills, Powers of Attorney, Life Insurance policies and beneficiaries. With this approach, everyone’s needs are different and so are the costs. The cost of not having a proper estate plan can be extensive to your survivors both economically and emotionally. Call us today to talk about your needs and set up an appointment.
Inheritance tax is the tax that the Commonwealth charges on property passed from a deceased individual to his/her heirs. There is no tax on property passing between spouses, but in increases to as much as 15% for other heirs. Careful estate planning can avoid or minimize the inheritance tax charged on your property.
Trusts are entities created to manage, to distribute and to protect property. There are numerous types of trusts that accomplish different goals. For a majority of people, creating a trust as part of estate planning is unnecessary and costly. We can advise you as to whether or not a trust may be right for you.
A Power of Attorney, also known as a POA, is a legal document that grants an “agent” the power to act on your behalf. Your agent has the power to act in your place in almost all financial transactions, from writing checks to selling real estate. You can limit the power of your agent if you choose. Because you never can predict what tomorrow may hold, it is important to have a trusted person in place to manage your affairs should you become unable to do so yourself.

It is advisable to still have a Will in this scenario in case your spouse would pass before you.  It would also be necessary in order to transfer certain titled property, such as stock.

Estate Planning FAQs

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