Estate Planning Services

Planning how to distribute your estate is of vital importance to you and your loved ones. Many people are unaware of the planning that can be done to reduce estate taxes. Our Estate Planning Program establishes an appropriate plan that meets your personal goals and complies with Federal Estate Tax and Pennsylvania Inheritance Tax laws. Our experienced advisors can assist you with: Identifying and analyzing your current estate plan. Reviewing ownership of assets and liabilities.

Formulating the goals you wish to achieve through your estate plan and developing a plan to achieve those goals.

Managing business succession as required by your estate plan.