Personal Telephone Consultations on Trust and Estate Matters
Do you have personal questions about your trust or estate, but don't know where to turn? Spencer Law Firm LLC, a Lancaster-based trust and estates firm, can help.
Many life situations can trigger the need to either create or update a will. If your family has recently experienced a birth, death, marriage, or divorce, simple steps taken now can protect you financially and potentially save you money on taxes. You may also need estate counseling if you expect to receive an inheritance, have a child going to college, or are experiencing some difficulties with a "blended" family
Attorney Patti Spencer, a nationally recognized estate planning attorney, author, and educator, is available for private telephone consultations with individuals in 15-minute increments, payable with your credit card.
Chances are that you are familiar with Ms. Spencer through Taxing Matters, her weekly column on tax and estate planning issues published in the Lancaster Intelligencer Journal.
We maintain a caring, trusted environment in which you can get accurate information about even the most sensitive questions about your estate plan. Typical situations we can address appear below.
We Have Answers to Questions about Trusts and Estates
- What happens if my spouse or I die without a will?
- What is an inheritance tax, and how much tax should I expect to pay?
- How should I handle the beneficiary designation for my IRA or 401(k)?
Find Help for Common Scenarios involving Trusts and Estates
- Your father left all his assets to your step mom. Does she need to give you anything?
- A family member dies unexpectedly, and you are suddenly faced with settling their estate. You need help in identifying all the tasks involved in estate settlement, including calculation and payment of inheritance and estate taxes.
- The economy is very tight, and you need some money now. You want to talk about how your parents can give you a financial gift this year rather than waiting for a future estate settlement.
- One of your children tends to be a spendthrift, and you don't trust them with a large lump sum payment from your estate. You want to consider some type of an annual distribution.
Call to Schedule a Telephone Consultation
Contact Spencer Law Firm LLC today for answers to the estate planning questions you have. Our telephone consultation rate is $75 for a quarter hour. We take credit card payments for your convenience.
Depending on our availability, you may be able to get an immediate answer by phone. If not, we will schedule a telephone call at a mutually convenient time.
Reach us by phone at 1-866.639.5451 or 717.207.7935, or email us at patti@spencerlawfirm.com.
