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  4.  | What You Need To Know About Wills And Trusts

Understanding Wills And Trusts

Well-written wills and trusts serve a variety of purposes beyond passing on assets and property to your loved ones. These legal tools can also allow you to control how your wealth is managed today and how your legacy is preserved tomorrow. Working with a seasoned attorney can help you draft a document that realizes these goals.

At Ruggiero Law Offices LLC, we tailor our wills and trusts according to your unique circumstances and concerns. Since 1990, we have helped individuals throughout southeast Pennsylvania prepare these important legal instruments. We are equipped to find a solution that brings you peace of mind as it protects your loved ones’ interests.

The Benefits Of Having A Will

A last will and testament can do more than identify how your possessions will be distributed. We can design a will that:

  • Catalogs your possessions, preventing them from becoming lost
  • Streamlines the administration or probate process
  • Appoints a guardian to look after your children and includes direction regarding their upbringing
  • Identifies a trusted adult to tend to your children’s finances

We understand that it can be overwhelming to consider your loved ones’ future after you pass. Share your concerns with us, and we’ll work with you to find solutions. You can rely on us to handle your matter with the tact and compassion you deserve. If you need to update the terms in your will after a major life event, we will move quickly to make the changes you request.

Using A Trust To Assert Control

Trusts can be used to legally reduce your personal and estate tax obligations. As an award-winning WealthCounsel attorney, James J. Ruggiero Jr., Esq. AEP®, is able to identify the type of trust that best suits your needs.

We are able to help you create, maintain and administer a range of trusts that include:

  • Living trusts
  • Insurance trusts
  • Special needs trusts
  • Charitable trusts

Not all estate planning firms offer trust services because trust law is complex. We do. We have an intimate understanding of trust entities, which allows us to educate trustors, trustees and successor trustees on their obligations. Because we care about our clients, we provide manuals to help our clients better understand their responsibilities.

Our attorneys regularly meet with our clients, their financial planners and their insurance advisors. Taking this team-based approach helps us to identify the best strategy for your situation.

Make Informed Decisions About Your Future

Talk to us about your concerns and learn which estate planning tool may help you address these issues. Arrange your private consultation with a lawyer at our firm by calling 610-756-7209 or completing our form.

We maintain offices in Paoli and Center Valley.