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Life and Estate Planning is one of the best things you can do to help yourself live a long and happy life.

For some of us, planning is easy, routine and desired. For most of us, planning is difficult. Planning involves consideration of what to do if you become physically or mentally incapacitated and need assistance in completing personal daily activities, managing finances or making sound decisions (a financial or medical power of attorney). It also involves understanding the aging process and how you and your personality will change over time. Every individual will respond to the physical, emotional and financial demands of living--some will age with health and vitality and others will learn to adjust and accommodate their needs to reach their best quality of life.

Estate planning requires consideration of how to distribute your assets upon your death (a Will or a Trust) and how to protect your assets through your lifetime and leave a legacy (a revocable living trust). It requires an evaluation of your needs and priorities, strategies to meet your quality of life and financial goals, plus an evaluation of the ever changing property and tax laws against the plan you wish to establish.

Your silent partner throughout life is your estate plan.   Once you take the time to consider your goals and abilities, you can start to plan a "road map" on your priorities and goals, always remembering that the Life and estate planning is a critical part of your future.

Parents of minor children have added incentives to create estate documents that include guardianship provisions so that their children may be cared for by individuals they know and trust.

I have over twenty-five years experience in estate planning and estate administration. I pay meticulous attention to detail while attending to the issues facing the various administrative requirements of opening and closing an estate. I can help you plan for your estate with the following documents:

• Last Will and Testament
• Living Trust
• Financial Power of Attorney
• Medical Power of Attorney/Living Will: 

What is PROBATE or Estate Administration?

The process your personal representative goes through to manage and settle your estate is called estate administration. The process begins with filing your Will with the Register of Wills at the County Court House and affirmation by your personal representative that he or she will honor and uphold the wishes of the decedent as outlined in the Will (or the intestate laws of Pennsylvania).

Pennsylvania assesses an inheritance tax which requires the preparation and filing of an inheritance tax return.

Personal representative should contact Attorney Carole Hendrick with specific questions.

Attorney Carole Hendrick can assure that all legal requirements involved in settling your affairs and
transferring property are met. To contact Attorney Carole Hendrick, call 610-489-0295 or click here.