Probate is the legal process of transferring assets from a deceased person to their heirs and beneficiaries of their will. Every estate (the total assets and monies owned by the deceased) must go through probate, even with a will. Our Scranton, PA, probate lawyer can help you if you’ve been named the executor of a will and aren’t sure what your next steps are or if a close family member died intestate (without a will).
Probate lawyers can help in any number of ways. At Hoegen & Associates, P.C., we can assist with probate matters of all types, from explaining the process you, as the executor of a will or estate representative, to probate litigation in cases where you believe your loved one was a victim of undue influence when they wrote their will. Whatever your probate needs are, trust the experienced legal team at Hoegen & Associates, P.C. We’re here when you need us most—call today to learn more.
What Does A Scranton Probate Lawyer Do?
Our firm offers comprehensive probate services, working with you to achieve your goals. We take the time to get to know you and your situation so we can give you personalized advice in any Pennsylvania probate matter.
Contact us if you need help with:
- Identifying, locating, and gathering assets belonging to a deceased person, including bank and investment accounts, pensions and retirement savings, real estate, vehicles, art and jewelry, and other personal property. We value each item using expert assessors and often employ forensic accounts to ensure we have the full picture of your loved one’s assets.
- Overseeing asset appraisal, including real estate valuation and verification of provenance for artwork and similar items. We also verify the legitimacy of appraisals and estimates of an asset’s value.
- Collecting and managing life insurance benefits, including determining if there are outstanding policies (such as a policy from a former employer).
- Ensuring all of the estate’s assets are properly accounted for. We also offer asset management services during and after the probate process.
- Evaluating the merit of any debts a creditor claims against the estate, paying the debts, and preparing proper accounting of each payment.
- Drafting and filing all necessary legal documents, as well as maintaining proper accounting of all transactions enacted on behalf of the estate.
- Paying any necessary estate or other taxes and preparing tax returns for the estate in each year a return is required.
The remainder of the estate’s assets will be distributed according to the terms of the will or Pennsylvania intestacy and inheritance laws.
Solid Legal Advice For All Pennsylvania Probate matters
If you need help with probate, from advice and guidance on your duties as the estate representative or will executor to representation in probate litigation, trust the experienced attorneys at Hoegen & Associates, P.C. We offer professional insight into all probate matters and vigorous representation of your interests in probate court. Contact us today for a consultation with a Scranton probate lawyer from our firm.
Preparing For The Future By Establishing A Trust
Planning for the future is an essential part of protecting what we value most—our family, property, and financial legacy. Establishing a trust is one of the most effective ways to achieve this. It allows us to define how our assets will be managed, distributed, and protected, providing peace of mind. When considering trusts, it’s important to consult a legal professional, such as a Scranton, PA probate lawyer, to tailor the arrangement to your specific needs and ensure that all legal guidelines are followed. Trusts come in different forms, each designed for distinct purposes, but all share the goal of securing your future.
Why Trusts Are A Smart Choice
One of the primary benefits of setting up a trust is the control it provides over the distribution of assets. Whether we are looking to pass on wealth, support charitable causes, or care for loved ones after we are gone, trusts allow for detailed instructions and stipulations on how and when assets are disbursed. This flexibility is especially important when planning for children or grandchildren, ensuring that they receive their inheritance at a certain age or under specific conditions.
Additionally, trusts can help avoid the often lengthy and public probate process. Probate can delay the distribution of assets and may subject them to court fees and other expenses. With a properly established trust, your beneficiaries may be able to access their inheritance more quickly and privately, minimizing the stress associated with estate settlement.
Trusts And Tax Advantages
Another significant advantage of trusts is their potential to reduce tax liabilities for both the grantor and beneficiaries. Depending on the type of trust, assets transferred into the trust may not be included in the taxable estate, thus lowering estate taxes. This can make trusts a particularly attractive option for individuals with substantial assets or those looking to leave a larger portion of their wealth to their heirs.
It’s also worth noting that trusts can protect assets from creditors or legal claims in certain situations. For families with concerns about future financial challenges or litigation, trusts can provide a layer of protection, ensuring that the assets remain intact for future generations.
Choosing The Right Trust For Your Needs
There are several types of trusts to consider, and selecting the right one depends on your goals. Revocable living trusts, for instance, allow us to retain control over assets during our lifetime while providing a seamless transfer upon death. On the other hand, irrevocable trusts offer stronger protection from estate taxes but limit our ability to make changes once the trust is established.
When thinking about establishing a trust, it’s essential to work with a professional like a Scranton probate lawyer, who can guide us through the process and help us determine which type of trust best aligns with our future goals. Whether it’s ensuring the well-being of loved ones, securing charitable donations, or simply protecting our financial legacy, having the right trust in place makes all the difference.
Taking The Next Step
Preparing for the future by establishing a trust is a smart and proactive decision that offers numerous benefits. By working with experienced legal professionals, you can create a plan that reflects your wishes and protects your family’s future. Since 1971, Hoegen & Associates, P.C., have been helping clients create personalized estate plans, offering guidance and support every step of the way. Contact us today for a complimentary consultation with a Scranton probate lawyer and take the first step toward securing your legacy.
Types Of Probate Cases We Handle
At Hoegen & Associates, P.C., we represent individuals and families facing a wide range of probate matters. Since 1971, our firm has provided trusted legal representation to clients in Wilkes-Barre, PA, Scranton, PA, and across the country. Our attorneys bring decades of experience in probate, real estate, construction, and commercial law, helping clients resolve disputes both simple and complex. Over the years, our Scranton, PA probate lawyers have represented businesses such as restaurants, taverns, hotels, gas stations, mini-marts, and construction firms, giving us a diverse foundation to handle many different issues with confidence.
Estate Administration Disputes
Families sometimes disagree about how an estate is being managed after a loved one’s passing. We handle these cases by addressing concerns over distribution of property and the responsibilities of executors.
Will Contests
Questions often arise about whether a will was properly created or whether it reflects the true intentions of the deceased. We represent clients who challenge or defend wills in probate court.
Trust Administration Disputes
Trustees and beneficiaries may face disagreements over the management of trust assets. We help clarify trustee duties and work to protect beneficiary rights when conflicts develop.
Guardianship And Conservatorship Cases
When someone can no longer make decisions on their own, courts may appoint a guardian or conservator. We represent families in establishing or contesting these arrangements.
Business Succession Conflicts
Probate often intersects with business ownership when a company is part of an estate. Our Scranton probate lawyers handle disputes over succession planning, ownership rights, and business operations after an owner passes away.
Creditor Claims Against Estates
Creditors may file claims against an estate for unpaid debts. We assist executors and families in reviewing these claims and resolving them according to the law.
Distribution Of Assets Disputes
Beneficiaries may disagree about how property and assets should be divided. We work to resolve these conflicts while protecting our clients’ financial and legal interests.
Power Of Attorney Disputes
Disagreements sometimes occur over how a power of attorney was used before a loved one’s death. We represent clients seeking accountability and resolution in these matters.
Intestate Succession Issues
When someone passes away without a will, the estate must be distributed according to state law. We guide families through the process and represent them if disputes arise.
Executor Misconduct Claims
Executors have significant responsibilities, and misconduct can lead to serious problems. We represent beneficiaries who believe an executor has failed in their duties or acted improperly.
Real Estate Matters In Probate
Property often forms a major part of an estate, and disputes may arise over sales, ownership, or title. We represent clients in handling real estate issues during probate.
Let Us Help
Probate disputes require clear guidance and strong advocacy to protect family and financial interests. At Hoegen & Associates, P.C., our Scranton probate lawyer team is committed to serving individuals and families with steady representation. If you are looking for help, contact us today so we can begin helping you achieve the fair outcome you deserve.
