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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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    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.