Estate Planning

Your estate is everything you own — your home, car, real estate, accounts, investments, life insurance, and personal property. Comprehensive estate planning is the process of looking at everything you own, your family and putting into place what you need to protect them. It is one of the greatest gifts you can give to your family to protect them during your lifetime and after you are gone.

How We Can Help

Just like no two people are alike, no two estate plans should be identical. At Marshall, Parker & Weber, we pay particular attention to the details of your family. We take the time to ask questions and listen to your answers so we can provide you with our expert recommendations and ensure you are protected for the future.

How to get started and what to expect.

  • Understand your options to protect your home, assets and business entities from long-term care costs or federal estate taxes.
  • Consider who should be named as your agent in your Health Care and Financial Powers of Attorney.
  • Prepare a Will that provides for your family after you are gone.
  • Identify and include charitable giving opportunities.
  • Protect valuable government benefits (such as SSI or SSD) for a loved one with special needs.
  • Structure a Will with special provisions if a spouse is already in a nursing home.
  • Create a Family Asset Protection Trust to protect your home and assets from the devastating cost of long-term care in Pennsylvania.
  • Create business entities such as Family Limited Partnerships and LLCs to minimize taxes and liability.
  • If you benefit from natural gas royalties, discuss how to include future gas royalty payments in your estate plan.
  • Review and update beneficiary designations on investments, insurance policies and other documents.

What Our Clients are Saying

“From my very first phone call to your office everyone was courteous, professional and efficient. Matt was very thorough and clear with his presentation and advice. On the day that we came to pick-up our documents, I mentioned to Matt and Patti Jo that my wife was going to the hospital for a procedure and possible heart valve replacement. Two weeks later, Patti Jo called just to see how that all went. I thought that was courtesy above and beyond. I later had to call Patti Jo on two occasions with some questions. The first time she knew the answer and helped me right away. The second time, she said she would have to consult with Matt and email me an answer. She did and it was two days sooner than she said she would.”

Tom

Unsure About What You
Need in an Estate Plan?

Everyone can benefit from estate planning documents, but every situation is different. Figuring out what documents make sense for you can be challenging and confusing. We’ve created this estate planning tool to help you decide.