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Butler County Estate Planning Attorney

Butler County Estate Planning Attorney

Jeffrey D. Banner is a top Estate Planning attorney serving Butler County, PA.

Over 50 5-star reviews on Google
Comfortable Environment & Family Feel
Offers Free Estate Planning Seminars
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Jeffrey D. Banner is our recommended Butler County Estate Planning attorney. 724-306-6434

Disclosure: We may receive compensation from this attorney.

About Jeffrey D. Banner

Jeffrey D. Banner owns Heritage Elder Law & Estate Planning, LLC. Jeff served 15 years as a Wartime Veteran; with this experience, he is passionate about helping his fellow veterans find the benefits and services they are entitled to. Jeff’s practice is focused on helping individuals and families plan for today and tomorrow. He takes particular interest in helping his clients consider important goals during their life and how to achieve their wishes when they pass.

Attorney and Author

Jeffrey D. Banner is an author for our magazine specializing in estate planning articles.

What it's Like Working With Our Recommended Estate Planning attorney serving Butler County, PA

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Estate Planning Attorney

Jeffrey D. Banner


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318 South Main Street Butler, PA 16001

Why Consult with an Estate Planning Attorney in Butler County?

Estate planning in Butler County, Pennsylvania can be a challenging process. It's a necessary step if you prefer to control your assets and determine how they're distributed in your absence. If you've ever scrambled to help your aging parents get their financial affairs in order, you understand what can happen if you delay the inevitable.

You struggle to locate and gather relevant financial documents. If your parents have memory issues, you worry that you might be missing something important. You encounter added stress when you feel pressured by a real or imagined deadline. That's why it's a prudent idea to contact a financial planning attorney in Butler County before the timing becomes crucial.

Some families delay estate planning because of the personal and emotional challenges. The process forces you to deal with family issues, financial concerns, and end-of-life matters you might not want to think about. When you have substantial assets or a complicated family structure, planning efforts require time, energy and critical decision-making. Butler County financial planning attorneys understand the difficulties. They use their training, knowledge, and expertise to make the estate planning process as simple as possible.

Preserving Your Estate

Your Butler County estate planning lawyer can implement safeguards to reduce the estate taxes that can consume your savings and assets. Attorneys use a variety of financial instruments and procedures to accomplish this goal.

  • Charitable trusts and donations
  • Marital asset transfers
  • Lifetime gifts to relatives
  • Irrevocable trusts
  • Life insurance trusts
  • Life insurance
  • Annuities

Wills and Trusts

Wills are traditional estate planning tools that ensure your assets are distributed according to your preferences. An estate planning lawyer in Butler County works with you to document your wishes. They formalize them using the estate planning instruments, guidelines, and procedures compatible with state laws.

  • A will is a formal record of your instructions for distributing your assets after your death. For young families, they can designate a hierarchy of childcare if both parents die. They simplify the asset distribution process and allow your beneficiaries to avoid most probate court procedures. As wills are public records in many jurisdictions, they're not private.
  • Living trusts appoint a trustee to control your assets if you become incapable of doing it yourself. It's similar to a will in that it provides inheritance instructions for asset distribution after your death. Trusts aren't publicly available records, so you keep your financial information private.

Health Directives

When you're young or even middle-aged, you might not think about yourself when you consider end-of-life issues. No matter how old you are, it's important to document your treatment requirements so you can avoid extreme treatment measures you don't want. Catastrophic accidents, serious illnesses, and end-of-life issues occur at all ages. If you have strong concerns about life support, resuscitation, or other medical procedures, a top Butler County estate planning attorney can formalize your wishes.

  • Advanced directives, living wills, and instruction directives help you designate the treatment you want or prefer not to have should you become unable to speak on your own behalf. Your Butler County estate planning lawyer prepares a carefully worded document explaining your preferences for and against extreme treatment measures, resuscitation, and other medical procedures.
  • Health care power of attorneys and health care proxies grant formal healthcare decision-making control to the person you designate. The person holding your power of attorney receives instructions detailing your wishes. They make treatment decisions on your behalf when you are unable to speak up for yourself.

Contact the Best Butler County Financial Planning Attorney

When you spend a lifetime building assets to pass on to your family, financial planning is the next important step. Whatever your age, marital status, parental status, or financial situation, a financial planning attorney in Butler County can work out a personalized strategy that accomplishes your financial preferences.

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