Make your last wishes heard—Bellomo & Associates makes it possible.
It’s never too early to start thinking about how you want to transfer your property after death. Wills and trusts provide a legal pathway that lets your assets go to the people you love. If you need a wills and trusts attorney in Lititz, PA, to help plan your future, the team at Bellomo & Associates is ready to assist you.
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Select the Right Legal Option
Wills and trusts can be confusing. We are here to answer your questions and solve your problems. That includes finding the right legal option for your specific needs.
Wills and trusts provide a way to transfer your property, but there are many different types. These legal documents come with countless additional provisions, so you can adequately distribute your wealth. For instance, you should consider whether or not you want a revocable trust or if you want to set aside money for charitable donations.
Here are some of the primary trusts you can choose from:
- Marital trust
- Bypass trust
- Testamentary trust
- Irrevocable life insurance trust (ILIT)
- Charitable lead trust
- Generation-skipping trust
- Qualified Terminable Interest Property (QTIP) trust
- Grantor Retained Annuity Trust (GRAT)
At Bellomo & Associates, we strive for 100% customer satisfaction. We want all our clients to confidently walk out of our offices, knowing that their last wishes are exact. That process involves crafting unique solutions that match their goals.
Our wills and trusts attorneys understand that everyone is different. That’s why we don’t waste time with one-size-fits-all legal options. Our continuing willingness to put client needs above all else is why we’ve amassed a trove of positive customer reviews online.
Plan for Special Circumstances
Even the best-laid plans require a little flexibility. A wills and trusts attorney can prepare your estate plan for unexpected circumstances. Two of the most common issues involve stepfamilies and family members with special needs.
Stepfamilies, also known as blended families, have family members from multiple relationships. The complicated family tree makes it challenging to pass along your assets without disputes. A knowledgeable attorney from Bellomo & Associates can prepare you for these circumstances.
We can also assist you in personalizing your will or trust for special needs individuals. Our team uses specific language, so these individuals can inherit your assets while remaining eligible for public assistance. Talking to a wills and trusts attorney lets you navigate these scenarios with ease.
Shorten the Probate Process
You only have to go through probate if you have a will. A trust lets you avoid it. Probate involves administering your estate following your death and giving the inheritance to the rightful beneficiaries.
Your family members may face a lengthy probate process if you don’t work with a wills and trusts attorney first. The estate plan ensures that you have decisive last wishes and no ambiguity. The proactive work also prevents your family from accumulating unwanted expenses and delays.
For instance, attorneys and courts may take up to 5% of your estate’s value if you don’t plan properly. While the average uncontested will takes a year to probate, disputes can extend that timeframe significantly. The drawn-out process reduces your privacy and potentially allows creditors and other relatives to challenge your last wishes.
Learn more about wills and trusts with the Three P’s of Estate Planning.
When people in Lititz, PA, need help making their wills and trusts, they contact Bellomo & Associates. We’ve assisted locals for more than a decade in transferring their assets and money after death. Give us a call at (717) 845-5390 or email us at firstname.lastname@example.org to set up a consultation today.
Jeff provides pertinent, interesting, & necessary information in a way that captures his audience.
Jeff is knowledgeable in what he speaks about the law, and how it effects every day events- and how to go about taking necessary steps.
I dreaded the thought of estate planning and put it off for years. To my pleasant surprise, working with Bellomo & Associates was wonderful. The process was efficient, all of my questions were answered and the cost was reasonable.
Outstanding knowledge of estate planning with clear, concise communication. Who knew estate planning could be enjoyable?
I have been a client and personal friend of Jeff Bellomo for over 10 years. He is professional and his expertise in elder law is superb. I highly recommend anyone with any issues regarding elder law to seek his help. I guarantee you will be more than satisfied.