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.

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  • Changes to Social Security Claiming Strategies
    The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become
  • Filing Your 2015 Federal Income Tax Return
    Whether you're preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make things easier on yourself by pulling
  • Quiz: Which Birthdays Are Financial Milestones?
    When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
  • What are required minimum distributions (RMDs)?
    Traditional IRAs and employer retirement plans such as 401(k)s and 403(b)s offer several tax advantages, including the ability to defer income taxes on both
  • Should I delay taking my first RMD?
    Your first RMD from a traditional IRA and an employer retirement plan must be taken for the calendar year in which you turn 70-1/2. However, if you're still working, you
    
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 IMPORTANT DISCLOSURES

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.