Mission Statement

Penn Estate Planning Advisors, Inc., chooses to be ethical because it is right, not just because it is good business practice.  Our goal is to have our clients  heirs  avoid the agony of probate and guardianship.  Also, we help our clients avoid or minimize unnecessary taxes.  

We help our clients establish  sound financial plans so they can achieve their  retirement goals.  By valuing hard work, promptness, and a commitment to doing things right, Penn Estate Planning Advisors ensures dedicated service to our clients' needs. The Estate Plan's trusts, our attorney partnerships, our financial products, and services will provide our clients with the best long term value in the marketplace.

Latest Video Client Alert
  • When a Saver Marries a Spender, Every Penny Counts
    If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
  • Give Your Retirement Plan an Annual Checkup
    Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
  • Periodic Review of Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
  • What is a phased retirement?
    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
  • Are federal employees eligible for phased retirement?
    Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced.