Estate Planning in Berwyn, PA

Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family.

Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Wills, Trusts, and Estate Attorneys

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

It’s important to realize that estate planning isn’t just about preserving and distributing your assets after you’ve died. Estate planning is a crucial part of preserving and managing those assets during your retirement years as well.

When it comes to estate planning, the basic package consists of having a living trust and will, plus some form of Durable Power of Attorney in place for making financial and/or healthcare decisions. It won’t cost you a lot to get these items in place, and the peace of mind these estate planning tools can provide is priceless.

Through our long-standing relationships with legal financial professionals in the area, we can recommend a qualified trust and estate lawyer/attorney to provide legal advice and write the required documents. Plus, they’ll often give you a discount because of our relationship with them.

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Social Security Maximization

Receive a personal Social Security strategy based on your financial situation.

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Tax Planning Services

When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.

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Certified Financial Advisor

We help our clients create a comprehensive financial plan that will help them achieve their goals.

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Rollover IRA

Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have.

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2022 Medicare Supplement Plans

Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.

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Investment Management

Our wealth management advisors can provide clients with access to any tradable investment available on any US exchange.