Creating a specialized estate plan is very important in order to minimize estate taxes and to ensure your assets are transferred according to your wishes. At May, Metzger & Zimmerman, L.L.P., we are experienced estate planning attorneys that have been serving clients since 1929. We work diligently to meet our clients' needs by intently listening to them while working to achieve their goals. Contact our Pennsylvania living wills and trusts attorneys to address your situation.
As experienced estate planning attorneys, we want to ensure that wealth is transferred according to our clients' wishes with the least amount of tax consequences. We are skilled in assisting clients with the following:
- Living wills
- Trust administration
- State inheritance and federal estate tax planning
- Medicaid planning and Medical Assistance planning
- Other estate planning tools
Creating a Plan for YOU
Creating an estate plan that is tailored to your needs is a goal of our estate planning law practice. We understand that one solution will not work for all clients. We listen to you and work to create a plan that best fits your unique situation.
We are skilled in creating plans that minimize estate taxes for our clients by creating marital deduction wills or credit shelter trusts. Additionally, we guide clients through the process of creating a living trust, where appropriate, so that probate and estate administration costs may be avoided. We create a special needs trust if a client has a disabled child or mentally handicapped adult child protecting the individual from being disqualified from government benefits such as Social Security disability income and other benefits.
In addition to minimizing estate taxes, we work with clients to help reduce the impact of taxes on a family business they have worked hard to build. Keeping the long-term goals for the business in sync with a family's future is where our clients find a higher value in our experience. Rather than risk their hard-earned business assets and property to offset estate taxes, we help our clients establish an effective business succession plan designed to meet your wishes for a secure future. We offer competent legal advice that can protect your business, its employees and your family.
Contact Us Today
If you are looking for an estate plan that is customized to specifically address your needs, May, Metzger & Zimmerman can assist you. Contact our Lancaster estate planning lawyers today to discuss your needs at 717-536-4044 or 877-692-7081 (toll free).