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TOP 30 Estate liquidation planning in Pennsylvania
6 results found
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Aardvark Estate Liquidation
Aardvark Estate Liquidation is a premier home goods store located at 2101 California Avenue in White Oak, Pennsylvania. Our store specializes in high-quality furniture, décor, and household items at unbeatable prices. Whether you're looking to furnish your home or searching for unique pieces to add to your collection, Aardvark Estate Liquidation has something for everyone. Visit us today and discover the perfect items to elevate your living space.
Speakman Riethmuller & Allison
Speakman, Riethmuller & Allison is a well-established law firm located at 6 South Main Street in Washington, Pennsylvania. With over five decades of experience, the firm specializes in providing legal services to individuals, families, and small businesses in the Washington, Pittsburgh, and Southwestern Pennsylvania areas. Their areas of expertise include wills, trusts, estate planning, estate administration, corporate law, real estate matters, and Orphans' Court litigation. Founded by William E. Speakman, Jr. in 1979, the firm has since welcomed Mark S. Riethmuller in 1984 and William T. Allison, Jr. in 1997. The team at Speakman, Riethmuller & Allison is experienced in handling conservatorships, receiverships, liquidation of large estates and businesses, and acting as hearing officers.
Freedom Bridge Capital Deferred Sales Trust
Freedom Bridge Capital Deferred Sales Trust is a finance institution located at 1578 Pennsylvania 903, Jim Thorpe, Pennsylvania, United States. The institution specializes in helping business and property owners defer capital gains tax on the sale of their assets through a legal and proven investment strategy known as the Deferred Sales Trust (DST). By utilizing the DST, owners can defer paying high capital gains taxes, potentially saving up to 20-35% of their profit. The DST offers tax benefits, flexible investment options, liquidity, and wealth succession opportunities for owners and their families. The Deferred Sales Trust is governed by IRC 453 of the Internal Revenue Code, allowing owners to defer capital gains taxes legally. Through the DST, owners can build a passive income stream, spread out their capital gains taxes over time, and secure their promissory note with diverse investments. The institution's team of professionals works closely with owners to complete transactions, set up payment structures, and create wealth succession plans.
Prowell Financial Management LLC
Prowell Financial Management LLC is a finance institution located at 717 Constitution Drive in Exton, Pennsylvania, United States. Specializing in integrated planning services for high net-worth clients, PFM caters to owners of large closely-held businesses facing complex personal financial matters. With over 25 years of experience, Prowell Financial Management LLC offers expertise in lifetime asset transfer planning, trust strategies, life insurance, and business succession planning. Additionally, the institution provides a full range of investment services to help clients secure their financial futures. PFM understands the importance of planning for the future and aims to bridge the gap between clients' current estate plans and their desired financial goals. As an independent investment consulting firm, Prowell Financial Management LLC offers comprehensive investment services to address all aspects of clients' financial portfolios. In a time where inheritance taxes can exceed 40%, having adequate liquidity is crucial for the successful transfer of a business to the next generation. Prowell Financial Management LLC is dedicated to helping clients navigate these financial challenges and secure a stable financial future for themselves and their families.
Jennifer Williamson - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Williamson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 421 South State Street, Clarks Summit, Pennsylvania, United States. The institution specializes in finance and is now accepting clients with a minimum of $500k in liquid financial assets. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise Financial Services, LLC, clients can receive guidance on estate planning, passing wealth to the next generation, and navigating potential tax implications. The institution works alongside attorneys and CPAs to help clients preserve their wealth and distribute assets among loved ones. The goal is to provide clarity and peace of mind when planning for the future.
Merrill Lynch Financial Advisor Jude J Leibman
Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.
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- Estate liquidation planning in Clarks Summit
- Estate liquidation planning in Exton
- Estate liquidation planning in Jim Thorpe
- Estate liquidation planning in Scranton
- Estate liquidation planning in Washington
- Estate liquidation planning in White Oak
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