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
Newsletters
  • Projecting a Happy Retirement
    A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among
  • Debt Optimization Strategies
    As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting
  • Common Financial Wisdom: Theory vs. Practice
    In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or
  • Can I make charitable contributions from my IRA in 2016?
    Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans
  • Can I name a charity as beneficiary of my IRA?
    Yes, you can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  
 
 
 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.