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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Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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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.