Estate Planning: Wills and Trusts

The estate planning process begins with a confidential interview. We learn about you and your family and your objectives. Then, we offer estate planning options tailored to minimize taxes, maximize the enjoyment of assets during life, and preserve assets for future generations. For most clients, our work culminates with a package of documents—Wills, Trusts, Powers of Attorney and Living Wills—all crafted to conform to your wishes and to current tax laws.

For clients with substantial wealth, we offer additional tools to reduce taxes to the lowest possible amount, including unified credit-shelter trusts; generation-skipping transfer trusts; grantor retained annuity trusts; qualified personal residence trusts; family limited partnerships; corporate re-capitalizations; sophisticated gifting techniques; and retirement planning.

200 E. State Street • Suite 306 • P.O. Box A • Media, PA 19063
610-566-3330 • 610-566-3360 (fax) • takline@taklinelaw.com

This website provides general information about our law practice and should not be construed to offer specific legal advice.