Wills, Estates & Trusts

WILLS, ESTATES AND TRUSTS

It is never too early to sit down with an attorney to discuss your estate plan. Doing so now will prevent problems for your loved ones in the future. From simple wills, powers of attorneys and living wills to more complex estate and tax planning, Williamson, Friedberg & Jones offers a wide range of estate planning and estate administration services. We can provide advice and ensure that you or a loved one is taken care of in the event you become unable to manage your own affairs. We can also assist families after a loved one has passed away administering his or her estate and ensuring that their last wishes are completed.

WF&J attorneys work collaboratively with the client’s certified public accountants and financial advisers to minimize taxes and preserve income and assets for future generations.

Our comprehensive estate plan services include:

• Revocable and Irrevocable Trusts
• Trusts for Children
• Special Needs Trusts
• Medicaid Planning/Asset Protection Trusts
• Annual Gift Planning
• Use of Disclaimers
• Simple and Complex Wills
• Powers of Attorney
• Living Wills/Advance Directives
• Avoiding PA inheritance tax and federal estate tax
• Avoiding probate
• Other Tax Planning Tools

Meet our attorneys who specialize in Wills, Estates and Trusts:

Lori A. Schafer Guzick

J.T. Herber III

Eric M. Mika CELA

Richard J. Wiest

WF&J also specializes in Elder Law issues, such as Long-term care planning and Medicaid eligibility.

Contact us to learn more about any of our practice areas.