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A Respected Complex Estate Planning Attorney in Connellsville Who Helps You Through Complicated Issues

Proudly serving Greensburg, Uniontown and all of Fay-West, PA

If you’ve worked hard to grow a large estate or business over the years, you need to ensure that it remains protected after you’re gone. Large estates often require more advanced planning, so it’s wise to secure your loved ones’ future by working with Connellsville complex estate planning attorney Margaret Zylka House, Attorney at Law.

We’re committed to your success, delivering practical, professional and personal guidance that takes into account your unique needs and situation. We understand the hard work you’ve put into accumulating your wealth, and we diligently pursue avenues so that your estate is not unnecessarily subject to higher taxes and penalties by the IRS and other government agencies due to poor planning. It’s your money, and you have the right to leave a legacy in the manner you see fit with the greatest wealth preservation.

Leveraging sound tactics for proper estate planning

Effective complex estate planning can protect your assets from creditors or lawsuits in the future, allowing your family to enjoy your estate in the years to come. Large estates typically involve greater tax liabilities and complex financial issues. To preserve the wealth you’ve created for your family, work with an experienced Connellsville estate planning attorney who knows the law and how to maintain your estate for your family’s ongoing success.

A Greensburg complex estate planning attorney covers all your needs

When you work with us, you are working with an estate attorney who is personally invested to your success and will work to carefully assist you with a wide range of techniques to protect your assets and property, including setting up the following:

  • Family companies. Utilizing family limited partnerships and other business organizations, such as limited liability companies (LLCs), a family business may be able to reduce their estate’s exposure to gift and estate taxes. Under this arrangement, you may be able to transfer ownership of family businesses by taking advantage of annual gift exclusions, presently up to $13,000, and taking advantage of lifetime gifting strategies.
  • Marital deduction trusts or A/B trusts. Using this method allows both spouses to take advantage of their lifetime deduction you can direct portions of your estate into different types of trusts, allowing you to protect your assets from tax exposure, at the passing of the first spouse.
  • Charitable trusts. The principal of these trusts can be a charitable organization of your choosing, allowing income to be passed on to your beneficiaries during your lifetime with the remainder to be left with the charity. Other charitable gifting can be accomplished with the trust vehicle.
  • Life insurance trusts. This type of trust allows gifting to occur through the use of a life insurance policy. Our firm will work with a life insurance professional to select the appropriate type of policy to fund the trust. Utilizing gifting and life insurance over your lifetime can dramatically improve your gifting power and provide a lasting legacy for your beneficiaries.

Consulting with a skilled estate planning lawyer in Connellsville allows you to leave a legacy for your loved ones and your community charities by reducing tax exposure of your estate, preventing hassles of the probate process and maximizing your potential wealth transfer.

We have worked with your friends and neighbors; give us an opportunity to work with you.

Contact a Connellsville complex estate planning lawyer to learn more

Protect yourself and your loved ones with effective complex estate planning services from Margaret Zylka House, Attorney at Law. Call us today at 724-620-6805 or contact us online. We proudly serve Fayette and Westmoreland Counties.