Estate Planning and Administration

Estate Planning

This area covers a broad range of tools used to carry out one’s wishes concerning asset management and the care of you and/or your minor children in the event of your death and/or incapacity. These documents include:

Wills and Trusts – from simple individual wills to complex business succession plans, wills and trusts appoint a fiduciary to direct the management and distribution of your assets. For parents with small children, they also appoint a guardian in the event of your premature death. Without such a document, a court may have to appoint the guardian of a minor in the event of a parent’s death.

Powers of Attorney – allow you to appoint a trusted individual or entity to handle your financial affairs at the time you see fit.

Living Wills and Advanced Healthcare Directives – direct how you want your healthcare decisions to be handled in the event of your incapacity.

Incapacity

There are times when a loved one becomes incapacitated before estate planning documents can be created. Our office can help you determine your options when this situation arises, and what best suits your particular situation.

Estate, Probate, and Trust Administration

Attorney Wright and Dagger represent individual and corporate executors or fiduciaries in the efficient collection, accounting and distribution of assets in the estate of a decedent or a trust. We advise on compliance with requirements concerning probate, filing tax returns, and paying taxes for estates, deceased individuals, and/or trusts. We also represent clients in litigation concerning estate and trust administration, including will contests and appeals from orphans’ court decisions.