Estate & Succession Planning for Individuals & Businesses
Assisting With Your Estate Planning Needs in Pennsylvania
Everybody needs a will. It doesn’t matter if you have a large estate or a small, simple one. It doesn’t matter how old you are. If you do not have a will, Pennsylvania law will distribute your property (and decide who takes care of your children) when you pass away. Unfortunately, the unexpected can happen at any age and at any time. Failure to prepare properly can cause great stress to your loved ones during what is certain to be a very difficult time.
Pennsylvania Powers of Attorney
In addition to a will, it is critical that everyone has appropriate documents to protect them should they become incapacitated, or even need to have documents completed while not being present.
This includes powers of attorney (which allow someone to handle both your health and financial matters for you) and living wills (which tell treating physicians how to proceed if you are in what is determined to be a terminal medical condition). These documents can alleviate much stress and difficulty if you should become ill or seriously injured. Each document is tailored to your specific needs. In addition, Sara always checks in with her clients every few years to make certain their circumstances or the laws haven’t changed so that their needs are still being met.
Helping Individuals in Pennsylvania with Estate Planning
Whether you require a new estate plan or want to make certain that the documents you already have are appropriate for you, Sara is available to assist people in central Pennsylvania with their estate planning needs. Contact her today for help.
Pennsylvania Business Estate Planning
Proper succession planning is a critical part of protecting a family business. Estate planning isn’t just for individuals. Business owners must consider what will happen to their companies if something should happen to them or if and when they are ready to sell the business (to retire or for other reasons). Sara’s clients frequently retain her to help them manage both their personal and business estate and succession planning needs. This way, Sara can make certain that all of her clients’ personal and professional needs are met. It is critical that business owners, especially those with small and medium-sized businesses, prepare for succession planning. That is, what will happen to their businesses if they pass away or become incapacitated or want to sell the business. Failure to plan can result in disaster for businesses, remaining employees, and the family members of the business owners.
Pennsylvania Succession Planning
When business owners retain Sara, she helps them prepare a succession plan, based on their specific needs. This way, the business owner(s) are certain that their businesses will be managed properly, should one or more owners become incapacitated or pass away or want to retire or sell their business interests.
Contact Sara today to find out how she can assist your York or central Pennsylvania business to keep running, no matter what emergency or other legal issues you might face