Estate Planning

Developing a plan to protect your wealth and assets now and into the future is one of the most important things you can do for you and your loved ones. Put simply, estate planning is the process of making certain that your property will be distributed according to your wishes after your death. A solid estate plan should also include methods for managing and protecting your estate should you become incapacitated during your lifetime.

While many people mistakenly believe that estate planning is only for individuals with substantial assets, the reality is that anyone over the age of eighteen should have an estate plan in place. An estate plan gives you the ability to direct who will receive your property upon your death rather than state intestacy laws dictating the distribution of your estate. Regardless of whether you are a recent college graduate with few assets or a high net worth individual with a multi-million dollar stock portfolio, an estate planning attorney at our firm can help you to get your affairs in order so that will contests and other estate administration disputes can be avoided in the future.

Protecting Your Legacy

Lyons Dougherty is committed to protecting and securing your legacy. Our attorneys provide comprehensive guidance and support at every stage of the estate planning process. We work with one on one with our clients to prepare the many documents necessary to ensure that assets are properly managed and transferred in accordance with our clients’ wishes. Our services include:

  • Last Will and Testaments
  • Powers of Attorney
  • Living Wills
  • Trusts
  • Living Trusts
  • Succession Planning for Businesses

Our firm takes a holistic approach to the estate planning process. We are unique because our legal team includes attorneys skilled in estate planning and tax law. These lawyers work together to create estate plans aimed at ensuring that property and assets are transferred to future generations with as little tax exposure as possible. Our attorneys have extensive experience planning for Pennsylvania inheritance tax and federal estate taxes, from probate through preparation and completion of all inheritance and estate tax returns. Our firm also regularly assists business owners to structure and develop succession plans for their family-owned businesses.

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