No matter the amount of money you have, or the things you want to do when you are no longer able to do them, you need to have a plan. The administrator of the September 11 Victim Compensation Fund of 2001 wrote on March 26, 2015 in the New York Times, “Over half the victims on Sept. 11 did not have one.” Kenneth Feinberg was referring to a will and an estate plan. He reasoned, “Given that they were relatively young and in good health with excellent jobs, they seem not to have thought it was necessary.” A basic estate plan consists of a Last Will and Testament, a durable financial Power of Attorney, and an Advance Directive for Health Care, which includes both a Health Care Power of Attorney and a Living Will.
Planning also comes in other forms. We at BYB&R create Special Needs Trusts and Supplemental Needs Trusts for those with a disability. We apply to the Orphans’ Court to appoint a Guardian for a loved one who has lost the capacity to receive and communicate information effectively. We form trusts for minor children. We nominate guardians in your Will for your minor children. We plan gifts to individuals and charitable entities.
When it comes to administering your estate, Attorney David A. Mills will guide you through the process from appointing you as the Executor or Administrator of the decedent’s estate to handling the assets of the deceased, preparing the Pennsylvania Inheritance Tax Return and, if needed, the Federal Estate tax return and Fiduciary Income Tax Returns.
If you have questions about the administration of an estate, or are considering questioning another person’s administration of the estate, Attorney David A. Mills can advise you on the litigation process involved in contesting a will or surcharging a fiduciary or personal representative for his or her actions.
Attorney David A. Mills has a commitment to the seniors of York County, serving as president of the Board of Directors of the Northeastern Senior Center. He has served as the Chairman of the Estate Planning and Probate Law Section of the York County Bar Association since 2001. Attorney David A. Mills serves as Professional Advisor and member of the Steering Committee of Leave a Legacy of York County, a non-profit entity that strives to strengthen the York County community by promoting charitable giving. He also serves as a Director on the Board of the York County Estate Planning Council.
Let us assist with your estate needs. To discuss your legal issue with one of our experienced attorneys, contact us at 717-845-3674 or by email.