Wills, Trusts And Estates Attorney In Bucks County, Pa
Expert Estate Planning, Asset Protection & Wealth Preservation
Looking for a trusted estate planning attorney in Bucks County, PA? At The Law Offices of Leo Mikityanskiy, P.C., we provide comprehensive estate planning services, including Wills, Trusts, Probate, and Asset Protection. Whether you need a simple Will or a high-net-worth estate plan, we tailor solutions to safeguard your family’s financial future.
Why do you need Estate Planning?
Estate planning is essential for determining how and when your property and wealth are distributed to your beneficiaries. It helps protect your assets from creditors and maximizes tax advantages.
Beneficiaries are often children and grandchildren, but can also include distant relatives or friends. Effective estate planning begins with a thorough discussion of your financial goals and your wishes regarding the disposition of your property and wealth.
Key Questions to Consider
To determine whether you can benefit from estate planning, consider the following questions:
- Are you married or is this a second marriage?
- Do you have children, especially minor children?
- Do you have grandchildren for whom you want to provide education and support?
- Do you own your home?
- Do you have retirement accounts like 401(k) plans or Roth IRAs?
- Do you want to minimize taxes, court costs, and other fees for your loved ones?
If you answered “yes” to any of these questions, proper estate planning can help navigate these complex issues.
Estate Planning Services – Lawyer for Will and Trust
Will Attorney in Bucks County
- Simple Last Will and Testament that accurately reflects your intent regarding wealth distribution and guardianship for minor children.
- Separate and Joint Wills for spouses.
- Probate process and estate administration.
- Powers of Attorney and Medical Health Care Directives.
- Addressing inheritance disputes for estates without a Will.
- Handling estate litigation and Will contests.
- Conducting informal and judicial estate accountings.
Trust Attorney in Bucks County:
- Revocable and irrevocable trusts, living trusts, and testamentary trusts.
- Trusts to hold interests of LLCs, partnerships, and subchapter-S corporations.
- Bypass Trusts and Qualified Terminable Interest Property (QTIP) Trusts.
- Irrevocable Life Insurance Trusts (ILIT).
- Gift Trusts, including Crummey Trusts.
- Charitable trusts for religious and nonprofit organizations.
- Medicaid planning trusts and Special Needs Trusts for individuals receiving disability benefits.
- Support trusts and discretionary trusts for named beneficiaries.
- Trust and estate counseling and administration.
- Amendments and revisions of Trusts when possible.
Estate Planning Process
- Initial Consultation – We will discuss your personal objectives, family composition, and financial affairs, including income, gift and estate taxes, and capital gains taxes.
- Developing the Estate Plan – After our initial meeting, we will prepare the necessary estate planning documents, including a Will and one or more trusts, Powers of Attorney, and Health Care Directives.
- Follow-Up – We will follow up with you regarding any questions or issues that arise during document preparation.
- Review Meeting – Once the documents are ready, we will conduct a thorough review to ensure they meet your goals and answer any questions.
- Signing – We will oversee the proper execution of your estate planning documents, ensuring all legal requirements are met.
A comprehensive estate planning package may include:
- A Last Will & Testament
- Revocable or Irrevocable Trusts (for more advanced planning)
- Powers of Attorney
- Medical Health Care Directives, including Living Wills
- Business succession planning documents
- Review of beneficiary designations for retirement accounts and life insurance policies
Get Started With Your Will, Trust & Estate Planning Today – Call us now
The Law Offices of Leo Mikityanskiy, P.C. is committed to ensuring that your wishes are respected, your family is protected, and your financial goals are achieved. Our firm is recognized for its dedication to client satisfaction and legal excellence.
For professional estate planning services, contact attorney Leonid Mikityanskiy today at 215-357-1400 to schedule an appointment at our Southampton, PA office.