Estate planning is essential to ensure your wishes concerning your health, finances, and property are followed. Clients rely on Gross McGinley to create estate plans using appropriate wills and trusts to protect valuable assets, minimize taxes, allow appropriate gifting of property, integrate insurance planning, and implement business succession plans for family and closely held businesses.
Gross McGinley also assists clients to prepare for difficult life stages, such as incompetency or end-of-life, through use of a power of attorney and advance healthcare directive. A power-of- attorney allows you to appoint an agent to conduct certain business on your behalf. For example, in the event you are hospitalized, a power-of-attorney allows your agent to deposit your checks in the bank and pay your bills. Use of an advance healthcare directive enables you to plan for your medical care and end-of-life stage by giving you a voice in that care when you can no longer speak for yourself. The advance care directive allows you to spell out your wishes or designates a person to speak for you.
Gross McGinley offers extensive counseling, administration, and litigation services related to wills and trusts and probate and trust administration. We advise estate administrators and trustees about the proper distribution of assets, handling of liabilities, and payment of taxes. We also appear in probate and orphans court to see that the estate plan is fulfilled, including prosecuting or defending will contests when appropriate.
Every individual has a unique set of needs, challenges, and goals. Perhaps you are concerned about the future of a child with special needs, or are a single parent worried about protecting your child when you remarry. Maybe you are concerned about the health and wellbeing of your parents. Or, perhaps you need guidance in deciding whether you need a will in the first place. Each situation requires unique attention, and our team will design an individualized plan to address your unique needs. When you come to Gross McGinley for estate or special-needs planning, we listen carefully to your goals and concerns, consider all options, and design and implement an effective, personalized plan to meet those goals. We also know that situations change over time, so we work with you to evaluate and revise your estate plan as your life circumstances change.
Individuals and families throughout the Lehigh Valley and beyond have relied on our team of professionals for more than 35 years because of our extensive knowledge and experience in estate planning, wills and trusts, powers of attorney, advance healthcare directives, probate and estate administration, guardianships, special needs planning, estate litigation, and other related services.