Charitable estate planning in Pennsylvania
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Dorko Wealth & Estate Planning
Dorko Wealth & Estate Planning is a trusted institution located at 999 Berkshire Boulevard in Wyomissing, Pennsylvania, United States. Specializing in financial, estate, and long-term care planning, our dedicated team is here to assist you with your legal needs. With over 30 years of experience, Jeffrey Dorko, our estate planning attorney, has helped countless families create personalized estate plans to protect their assets and loved ones. Whether you need help with probate, estate administration, or wealth planning, we are here to guide you through life's uncertainties. Contact us today to discuss your case and let us help you navigate the complexities of estate planning with compassion and professionalism.
Pittsburgh Estate Law, PC
Pittsburgh Estate Law, PC is a reputable finance and legal institution located at 1501 Mount Royal Boulevard in Glenshaw, Pennsylvania. Specializing in estate planning, probate, and trust administration, their team of experienced lawyers provide personalized and professional services to help clients navigate complex legal matters. With a focus on protecting assets and ensuring the smooth transfer of wealth, Pittsburgh Estate Law, PC is dedicated to helping individuals and families secure their financial futures.
Legacy Planning Partners
Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.
Estate Accounting & Tax Services
Estate Accounting & Tax Services is a reputable accounting and finance institution located at 4068 Mount Royal Boulevard in Hampton Township, Pennsylvania, United States. With a team of experienced professionals, we specialize in providing comprehensive estate accounting and tax services to individuals and businesses. Our services are tailored to meet the unique needs of each client, ensuring accurate and timely financial management. Whether you need assistance with tax preparation, estate planning, or financial consulting, our dedicated team is here to help you achieve your financial goals. Contact us today to schedule a consultation and learn more about how Estate Accounting & Tax Services can support your financial success.
Signature Financial Planning
Signature Financial Planning, located at 525 William Penn Place, Suite 3401, Pittsburgh, PA 15219, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in comprehensive financial planning, investment management, retirement planning, and wealth preservation, Signature Financial Planning offers personalized strategies tailored to meet the unique needs of each client. With a team of experienced and knowledgeable financial advisors, the firm is committed to providing exceptional service and expert guidance, ensuring that clients can navigate their financial journeys with confidence and peace of mind. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, Signature Financial Planning is your trusted partner in securing a prosperous financial future.
The LIFE Financial Group, Inc.
The LIFE Financial Group, Inc. is a finance and health institution located at 978 Benjamin Franklin Highway in Douglassville, Pennsylvania, United States. Our team of Christian Financial Advisors are dedicated to helping families become even better financial stewards by providing comprehensive wealth planning that honors Biblical convictions and protects wealth. We offer investment planning, insurance planning, tax planning, and more to help you confidently prepare for the future and ensure your loved ones are secure. Additionally, we help clients leave a legacy and make a difference through various charitable giving options. Download our free devotional eBook for a 20 day study in stewardship, and sign up to receive helpful financial stewardship posts directly to your inbox. Our trusted financial advisors are here to assist you in planning for the future while maintaining your financial independence and honoring your beliefs. Visit our Northeast Headquarters in Douglassville or our Southwest Office in Chandler, Arizona to learn more about how we can help you achieve your financial goals.
Advisory Services Financial
Advisory Services Financial, located at 2137 Embassy Drive in Lancaster, Pennsylvania, is a comprehensive financial services firm dedicated to helping clients achieve long-term financial success. Our personalized programs are designed to help you grow your wealth while also conserving it, all while providing top-notch service. Explore our flipbooks and calculators to gain insights into various financial topics and estimate answers to common financial questions. Our team is committed to providing expert advice and guidance to help you reach your financial goals. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our Chartered Retirement Planning Counselor (CRPC) is conferred by the College for Financial Planning. Our Registered Representative is licensed to conduct securities business in multiple states, and we are also licensed to sell insurance products in several states. Check the background of our investment professional to learn more about our expertise and qualifications.
Foster Law Offices, LLC
Foster Law Offices, LLC is a reputable finance and law firm located at 1210 Park Avenue in Meadville, Pennsylvania. Our team of experienced lawyers specializes in various areas of law, including finance, business, and estate planning. We are dedicated to providing our clients with personalized legal services and strategic solutions to help them achieve their goals. Whether you are in need of legal advice for your business or personal finances, Foster Law Offices, LLC is here to help. Contact us today to schedule a consultation.
Salisbury Legal, LLC
Salisbury Legal, LLC is a law firm located at 7800 Edgewood Avenue in Pittsburgh, Pennsylvania, offering legal solutions for nonprofits and small businesses. With a focus on personalized services tailored to each client's unique goals and budget, Attorney Salisbury, a former Executive Director, is licensed to practice in Ohio and Pennsylvania. Whether you have been hesitant to hire a lawyer due to concerns about project size, previous impersonal experiences, or high fees, Salisbury Legal invites you to explore their website and start a conversation to explore your options together.
Andring Tax & Accounting Services
Andring Tax & Accounting Services is a reputable accounting and finance institution located at 110 Apollo Plz in Apollo, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Their commitment to providing personalized and efficient solutions to their clients' financial needs sets them apart from other accounting firms. Whether you are an individual or a small business owner, Andring Tax & Accounting Services is dedicated to helping you achieve your financial goals.
Ayres Presser Elder Law, LLC
Ayres Presser Elder Law, LLC is a reputable law firm specializing in elder law located at 218 College Park Plaza in Johnstown, Pennsylvania, United States. With a focus on providing legal services tailored to the unique needs of seniors and their families, our team of experienced lawyers is dedicated to helping clients navigate the complexities of estate planning, long-term care, Medicaid planning, and more. Trust Ayres Presser Elder Law, LLC to provide compassionate and knowledgeable legal guidance for all your elder law needs.
Walsh Kevin M
Walsh Kevin M is a reputable law firm located at 299 Pierce Street in Kingston, Pennsylvania. With a strong focus on providing top-notch legal services, Kevin M Walsh and his team are dedicated to helping their clients navigate through legal challenges with professionalism and expertise. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Walsh Kevin M is committed to providing personalized and effective solutions to meet your needs. Trust in their experience and dedication to guide you through the legal process and achieve the best possible outcome for your case.
LAW OFFICE OF RANDY HOPE STEEN
The Law Office of Randy Hope Steen, located at 600 Eagleview Boulevard in Exton, Pennsylvania, offers over three decades of experience in trust, estate, and special needs planning. Serving Chester County and the Greater Philadelphia Area, we specialize in international estate planning, business succession planning, IRS disputes, asset protection planning, and charitable planning. At our firm, we understand that every family and business has unique dynamics that require personalized planning. We will work with you to discuss your individual situation and create a strategic tax and estate plan tailored to your needs. Your initial consultation is free, and we offer a complimentary yearly consultation to ensure your plan aligns with any changes in current tax laws.
Weber Kracht & Chellew
Weber Kracht & Chellew is a general practice law firm located at 847 West Market Street in Perkasie, Pennsylvania, United States. Our institution is dedicated to building trust and providing solutions in our community. With a team of experienced lawyers, we handle a variety of legal matters for corporations, municipalities, the insurance industry, charitable entities, and individual clientele. Our staff is committed to ensuring that our clients are treated with respect and consideration, and that they receive the best possible results. We measure our success by the success of our clients and strive to provide personalized attention to each case.
Perfett Tax Service
Perfett Tax Service is a reputable accounting and finance institution located at 12212 Midway Drive in Conneaut Lake, Pennsylvania, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, Perfett Tax Service is dedicated to providing top-notch service and helping you navigate the complexities of the tax system. Trustworthy and reliable, they are committed to helping their clients achieve financial success.
Armstrong Wealth Management
Armstrong Wealth Management is a leading finance institution located at 308 Market Street in Kittanning, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. With personalized investment strategies and expert financial advice, we strive to provide our clients with the tools and knowledge they need to make informed decisions about their finances. Trust Armstrong Wealth Management to guide you towards a successful financial future.
Mike Blissman, CPA & Co., LLC
Mike Blissman, CPA & Co., LLC is a reputable accounting and finance institution located at 5542 Pleasant Unity Road in Latrobe, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Mike Blissman, CPA & Co., LLC is dedicated to providing top-notch financial services to meet your needs.
Laura M. Tobey, Esq.
Laura M. Tobey, Esq. is a reputable law firm located at 229 West Wayne Avenue in Wayne, Pennsylvania, United States. Specializing in Estate Planning and Administration, Laura offers services such as drafting Last Will and Testaments, creating Trusts, establishing Power of Attorneys, and providing Beneficiary Counseling. In addition, she handles real estate transactions, corporate entity formations, Guardianship cases, Charitable Planning, and Prenuptial and Postnuptial Agreements. Laura is licensed to practice law in Pennsylvania and the U.S. District Court for the Eastern District of Pennsylvania. A Wayne native and graduate of Radnor High School, Laura earned her J.D. from the Dickinson School of Law of the Pennsylvania State University and her B.A. in Psychology and Sociology from Bucknell University. With experience clerking for a judge and managing a law firm in the Lehigh Valley, Laura established her own practice, Tobey Law Offices, LLC, before joining Reidenbach and Associates, LLC as Of-Counsel in 2018.
Gadsden Schneider & Woodward LLP
Gadsden Schneider & Woodward LLP is a boutique law firm located in Wayne, Pennsylvania, specializing in estate planning, trust and estate administration, trust and estate litigation, charitable gift planning, and tax and fiduciary matters. With over 20 years of experience, the firm combines the expertise of a national or global law firm with the personalized service and attention to detail of a smaller firm. Partners Steven Woodward, Tracy Blake DeVlieger, Kathryn H. Crary, and Matthew D. Gilbert lead the team, supported by associates Peter J. Bietz, Caitlin J. Akins, Timothy D. Miles, and Jack X. Jiang. Clients can expect dedicated and tailored legal services to meet their individual needs. Contact Gadsden Schneider & Woodward LLP at 484-683-2600 or visit their office at 1275 Drummers Lane, Suite 210 in Wayne.
Kane Pugh Knoell Troy & Kramer LLP
Kane Pugh Knoell Troy & Kramer LLP is a prestigious law firm located at 4 Sentry Parkway in Blue Bell, Pennsylvania, United States. With a team of highly experienced and dedicated attorneys, the firm provides a wide range of legal services to individuals and businesses. From corporate law to estate planning, their expertise covers various areas of law to meet the diverse needs of their clients. Known for their professionalism and commitment to excellence, Kane Pugh Knoell Troy & Kramer LLP is a trusted partner for legal representation.
Heckscher, Teillon, Terrill & Sager, P.C.
Heckscher, Teillon, Terrill & Sager, P.C. is a reputable law firm located at 1001 Conshohocken State Road in Conshohocken, Pennsylvania. With a team of experienced and knowledgeable attorneys, the firm provides a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and litigation, Heckscher, Teillon, Terrill & Sager, P.C. is dedicated to providing top-notch legal representation and achieving the best possible outcomes for their clients. Their commitment to excellence and professionalism sets them apart as a trusted legal partner for individuals and businesses alike.
Jordan Tax Service, Inc.
Jordan Tax Service, Inc. is a trusted accounting and finance institution located at 102 Rahway Drive in McMurray, Pennsylvania. As a local government office, they specialize in providing tax services to residents and businesses in the area. With a team of knowledgeable professionals, Jordan Tax Service, Inc. is dedicated to helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes or resolving tax-related issues, this institution is committed to providing reliable and efficient services to meet your needs.
Meridian Bank
Meridian Bank is a financial institution located at 16 West Market Street in West Chester, Pennsylvania, United States. Walk-ins are welcome, but appointments can also be scheduled by calling or emailing. The bank branch is conveniently situated in the heart of the Downtown West Chester Business District, near the corner of Market and High Streets. The branch, opened in 2006, offers a unique banking experience with revolving art exhibits in collaboration with the Art Trust of Chester County. While the branch does not have traditional teller counters or ATMs, it provides a full range of financial services including personal and business accounts, commercial loans, real estate lending, wealth management, and investment services. Meridian Bank prides itself on being a "Communities Bank," actively participating in local non-profits, charitable organizations, and business groups. The bank aims to provide the resources of a larger regional bank while maintaining a personal touch and local involvement. As one of the fastest growing financial institutions in the region, Meridian Bank is dedicated to serving the community and contributing to the vitality and culture of West Chester and Chester County, PA.
Vickie McClatchy-Cardinal Financial Company, Limited Partnership
Vickie McClatchy-Cardinal Financial Company, Limited Partnership is a reputable finance and real estate agency located at 600 East Main Street in Lansdale, Pennsylvania, United States. With a strong commitment to providing top-notch financial services and expert guidance in real estate transactions, our institution is dedicated to helping clients achieve their financial goals and secure their dream properties. Our experienced team of professionals is ready to assist you with personalized solutions tailored to your specific needs. Visit us today to experience the difference that Vickie McClatchy-Cardinal Financial Company can make in your financial and real estate endeavors.
Liberty Tax
Liberty Tax is a finance institution located at 868 4th Avenue in New Kensington, Pennsylvania, United States. Specializing in tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their returns. With a team of experienced professionals, Liberty Tax provides reliable and accurate tax assistance to ensure clients receive the most favorable outcomes. Whether you are filing your personal taxes or managing your business finances, Liberty Tax is committed to providing top-notch service and support.
Liberty Tax
Liberty Tax is a finance institution located at 110 South 3rd Street in Easton, Pennsylvania, United States. We provide a range of financial services to help individuals and businesses with tax preparation, filing, and planning. Our experienced professionals are dedicated to helping our clients navigate the complexities of tax laws and regulations to ensure they receive the maximum benefits and deductions available. Whether you need assistance with personal taxes, business taxes, or IRS audits, Liberty Tax is here to help. Visit us today to see how we can assist you with all of your financial needs.
Woodforest National Bank
Woodforest National Bank is a trusted financial institution located at 100 Highlands Mall Drive in Natrona Heights, Pennsylvania. As a full-service bank, Woodforest National Bank offers a wide range of financial services to meet the needs of individuals and businesses alike. With a commitment to providing excellent customer service and innovative banking solutions, Woodforest National Bank is a reliable partner for all your banking and finance needs. Visit us today to experience the difference Woodforest National Bank can make in your financial future.
Faithful Steward Wealth Advisors, LLC
Faithful Steward Wealth Advisors, LLC is a trusted financial institution located at 550 Cleveland Avenue in Chambersburg, Pennsylvania, United States. Specializing in wealth management and financial planning, their team of experienced advisors are dedicated to helping clients make informed decisions about their finances and achieve their long-term goals. With a commitment to integrity and excellence, Faithful Steward Wealth Advisors, LLC provides personalized services tailored to each client's unique financial situation. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, their team is here to guide you every step of the way.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1108 Kennebec Drive in Chambersburg, Pennsylvania, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. With a focus on addressing wealth planning challenges and opportunities, our experienced advisors provide tailored financial strategies based on years of combined knowledge and expertise. Beyond wealth planning, we offer retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Committed to client service, our advisors work collaboratively with clients to create financial strategies that align with their long-term goals and priorities. Additionally, our branch is actively involved in charitable outreach to support our local communities. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Whether you are looking to pursue personal or professional financial goals, our advisors are dedicated to helping you achieve success. With a focus on client relationships and ongoing professional development, Merrill Lynch Wealth Management is dedicated to assisting individuals in pursuing their unique financial goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.
Hart Financial Services, Inc.
Hart Financial Services, Inc. is a reputable finance institution located at 53 East Middle Street in Gettysburg, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
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