​Our office employs the following approach when designing your estate.

First, we want to discover your needs and goals for creating a lasting legacy for future generations. We offer a free initial consultation. The fee consultation allows us to demonstrate our commitment to you by investing time in discovering your wishes in a relaxed environment. We are happy to answer any questions or address any concerns that you may have about your estate plan during the initial consultation, as well as during the progression of your estate plan. 

Second, we ensure that your estate plan is tailored to your needs by welcoming and encouraging collaboration with your financial advisor, accountant, and any other trusted advisor in your life. When all of your advisors are on the same page, you can be confident that your estate plan is efficient and effective. 

​Third, we draft premier legal documents that outline your wishes and provide directions in the event you are incapacitated, as well as upon your death. An effective estate plan includes documents that allow you to appoint and authorize trusted individuals to execute your wishes during times when you are still living but unable to handle your assets. Certain legal documents can also help you preserve assets against the costs of long-term care. It is important that this documents are Pennsylvania specific and include specific language allowing a trusted individual the ability to protect your assets. These documents include:

• Financial Power of Attorney
• Health Care Power of Attorney
• Living Will
• Mental Health Power of Attorney
• Trusts

Our goal is to provide you security in times of uncertainty and ensure that you will have peace of mind. 

Finally, we consider the non-legal aspects of your estate plan. For example, your estate can be distributed through a beneficiary designation as well as through your Last Will & Testament. It is paramount that you understand how your asset is transferred to the next generation. An estate plan is only effective if it is comprehensive. A comprehensive estate plan should include a discussion of the following topics:

• Probate versus non-probate assets
• Trusts (revocable and irrevocable)
• Last Will & Testament
• Beneficiary Designations
• Transfer on Death Designations
• Pay on Death Designations

​Our team at The Law Offices of Samantha K. Wolfe, LLC is here to help design an estate plan just for you. We welcome the opportunity to help you. Please call us at (717) 655-2676 to schedule a free initial consultation today!