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What Is Estate Planning?

Husband and wife calculating

Estate planning is more than just writing a will; it involves a detailed discussion with you, the client, on what your desires are; what your goals are; how you want to handle your estate; what your estate is comprised of; and a conversation with regard to beneficiaries. Are they appropriate or not appropriate?

Simply writing a will is not the estate planning process—it involves all of those matters. It also involves things like power of attorney. Power of attorney is very important if you become incapacitated during your lifetime. If you establish power of attorney for financial purposes and health care purposes, there needs to be a detailed conversation about who the appropriate person is to be your power of attorney. Should it be one person or should it be two people?

Do logistics matter? There are a lot of questions that we have to ask you to do appropriate estate planning. For you to think that all you must do is just get a will and you’re fine is not appropriate, and it’s not estate planning. If you’ve not had someone ask you questions about your assets, your desires, how things are titled, and who your beneficiaries are, you really haven’t gone through the estate planning process as you should.

I encourage you to contact my office. As a certified elder law attorney, I can guide you through that process appropriately. I can ask you the proper questions, and not only ensure that your estate is properly handled—I can ensure that you get the right information to make the best decisions for your family.

Click here to view our videos about the various issues Attorney Painter can help you with.

The law office of elder law attorney Scott C. Painter, P.C., is located in Wyomissing (outside of Reading, PA, in Berks County,) and offers trusted legal services in the areas of elder law, including nursing home planning, trust and estate services, and veterans benefits. Scott C. Painter is a Certified Elder Law Attorney (CELA®), and he is also a member of the National Association of Elder Law Attorneys (NAELA). 

If you have an issue or question, we encourage you to call us. With legal matters, time is of the essence. Call us for a consultation at 610-378-5140. The $300 consultation fee is waived if Attorney Painter is retained to perform services.