Established Estate Planning Attorneys Help You Prepare for the Future
Trusted Firm Advises Clients on Wills, Trusts and Conservatorships
No one knows what tomorrow may bring, but there are some inevitabilities for which you can prepare. You’ve worked too hard to risk your personal security or the legacy you leave, so it is wise to establish an estate plan you can count on no matter what comes your way. Morton, Valihura & Zerbato, LLC helps clients guard against the unpredictable and leave instructions they feel confident about. Whether your estate is substantial or modest, we can help you design an estate plan that fits your unique circumstances and addresses your concerns.
Skilled Lawyers Provide Counsel for Thorough Estate Plans
Establishing a well-thought-out estate plan allows you to provide protection for your property, finances and medical care. Every person has different concerns and goals for the future. We will work closely with you to determine your priorities and create precise instruments to carry out your intentions. We may provide legal assistance with the following:
- Will drafting, execution and review
- Trust drafting, execution and review
- Advance Healthcare Directives (living wills)
- Durable Power of Attorney
- Estate and gift tax issues
- Blended Families and Inheritance
Thoughtful Attorneys Handle Wills, Trusts, Advanced Healthcare Directives and Powers of Attorney
Estate plans can be used to carry out your wishes during your lifetime and even after. Though it may be difficult to think about your mortality, clear and thorough plans can remove the fear of uncertainty. We can help with:
- Wills — Your last will and testament provides the opportunity to distribute property, establish care for children and otherwise express your final wishes. A will is the primary means by which you can leave property to any person you choose. If you have minor children, a will can also allow you to plan for their long-term care by nominating a guardian to care for your children in the event of your passing.
- Trusts — Trusts are flexible instruments that allow you to control your assets and provide customized instructions for their distribution after you have passed, rather than your assets being distributed in a lump sum. When you set up a trust, by way of example, you can enjoy your property during your lifetime and seamlessly transfer your wealth at your passing, maximizing the assets you pass on by helping your loved ones avoid probate.
- Advance Healthcare Directives — Advance Healthcare Directives allow you to clearly articulate your preferences for medical treatment and lifesaving interventions. They can set forth instructions on various matters, including who should serve as your health care agent if you are incapacitated, and what treatment options you do or do not want to receive .
- Durable Power of Attorney — The Durable Power of Attorney instrument will allow you to choose someone to be your agent, whether immediately or upon incapacity, to act on your behalf if you are unable. Your agent will have the powers you direct for them to have, relating to your financials and assets.
Knowing that you have planned for your long-term well-being and the financial security of you and your loved ones can bring peace of mind. Our lawyers at Morton, Valihura & Zerbato, LLC thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, and supporting philanthropic causes.
Contact a trusted Delaware estate planning law firm
For comprehensive estate planning services in Delaware, Maryland, Pennsylvania or New Jersey, call Morton, Valihura & Zerbato, LLC at 302-426-1313 or contact us online to schedule a consultation at our offices in Greenville, Dover or Lewes.