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Our Estate Planning Packages
Estate Planning Packages
A Philadelphia Estate Planning Attorney You Can Rely On
Preparing for your future may seem like an overwhelming prospect. Where do you begin? What options are right for you? Do you need a will or a trust? How can you avoid having your assets taken by taxes? These are all perfectly valid questions, and each person’s estate is different and needs to be prepared for in different ways.
While your estate plan should be as unique as you are, many people can benefit from the same tools and processes that are designed to help them protect their estate and issue their final wishes in a way that’s legally binding. As a result, our Philadelphia estate planning attorney has assembled a few packages that you can choose from in order to properly prepare for your future. No matter how large or small your estate may be, these comprehensive flat-fee packages can be customized to fit your needs and give you a strong starting point for ensuring the future of you and your loved ones is taken care of.
Simple Estate Plan
The simple estate plan is a great choice if, when you pass, you expect the value of your estate to be under the federal estate tax exemption for the year (if you’re unsure, we can help), and if avoiding probate is not a priority.
- Will
- Power of Attorney
- Medical Power of Attorney
- Living Will
Revocable Trust Estate Plan
The revocable trust estate plan is a great choice if you would like to make things as easy as possible on your family when you pass. If properly administered during your life (we will go over how to do this), probate will not be necessary.
- Will
- Revocable Trust
- Power of Attorney
- Medical Power of Attorney
- Living Will
Tax Reduction Estate Plan
The tax reduction estate plan is a great choice if, when you pass, you expect the value of your estate to be more than $5.49 million (the federal estate tax exemption for 2017). We plan for tax-efficient spending during your life to reduce or eliminate the federal estate tax and generation skipping transfer tax consequences.
- Will
- Revocable or Irrevocable Trusts as Necessary
- Power of Attorney
- Medical Power of Attorney
- Living Will
- Plan for Tax-Efficient Lifetime Spending
Experience the Chestnut Hill Legal Difference
Chestnut Hill Legal is committed to your best interests, and we proudly offer compassionate and uniquely-tailored counsel that helps you prepare your estate for the future. We’re experienced in helping you avoid costly tax penalties and we can even help you orchestrate a solution for unique situations, including creating specialized trusts.
It's never too early to prepare ahead. Connect with Chestnut Hill Legal for trusted advice on how to set your family up for success.