Comprehensive Estate Planning Services to Meet the Needs of Our Bethlehem Clients

William Matz Bethlehem Estate Planning Attorney

Consult with a Knowledgeable Estate Planning Attorney in Bethlehem

For nearly 40 years, William Matz has expanded its services to provide the essential estate planning services our clients need and expect from a renowned Bethlehem estate planning lawyer.  Our robust services include:

  • Medicaid planning – We understand that the time may come that you or a loved one may need more advanced healthcare assistance and we can help you plan for this eventuality. Through spousal protection provisions, trusts, and other estate planning mechanisms, we can help you plan to become Medicaid eligible while protecting your assets to the fullest extent possible.
  • Tax planning – William Matz stays up to date on the latest changes in Pennsylvania inheritance tax law so that he can provide current legal advice and strategies for clients. He can also help clients plan around federal estate tax and generation-skipping tax.
  • Creation of trusts – Whether you need a living revocable trust or a more complex trust like a grantor retained annuity trust or qualified personal residence trust, he can draft a trust to safeguard your property and future.
  • Document creation – Beyond a will, William Matz can also prepare other important estate planning documents, including powers of attorney, living wills, and business succession plans.
  • Asset protection – William Matz is also frequently called upon to address issues relating to various assets and their protection, including business interests, financial accounts, real estate, securities, and others.
  • Estate and probate administration –William Matz frequently advises executors, trustees, and families regarding estate and probate administration. He can help administer the estate so that you are sure you carefully follow the applicable law.

As an experienced estate planning attorney in Bethlehem, William Matz will explore all possible options for your estate plan and make recommendations based on your needs and objectives.

Five Factors that Set William Matz Apart from Other Bethlehem Estate Planning Attorneys

Estate Planning AttorneyWilliam Matz is ready to assist you with your estate planning needs. Consider him as your Bethlehem estate planning attorney of choice for the following reasons:

  • He is local, having gone to high school and college in the area
  • He has more than 30 years of experience representing Bethlehem estate planning attorneys
  • Other lawyers recognize him for his strong client advocacy and high ethics
  • He is licensed in all Pennsylvania state and federal courts, including the U.S. Tax Court
  • He is invested in the Lehigh Valley community

Contact a Knowledgeable Bethlehem Estate Planning Attorney for Help with Your Estate Plan

At William Matz, our focus is always on what is best for you and your family. We provide custom-tailored legal advice and representation in all estate planning and administration matters. Schedule your confidential consultation by calling (610) 691-7888.

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