The 30 Best Estates and trusts planning in Pennsylvania

Stallard Real Estate Settlement is a trusted institution located at 791 North Main Street in Meadville, Pennsylvania, United States. With years of experience in the real estate industry, our team of professionals provides top-notch settlement services for buyers and sellers. We pride ourselves on our attention to detail, efficiency, and dedication to ensuring a smooth and successful real estate transaction for our clients. Contact us today to learn more about how we can assist you with your real estate settlement needs.

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.

Pabody Insurance and Financial is a reputable finance and insurance agency located at 64 N East Main Street in Red Lion, Pennsylvania, United States. With a dedicated team of professionals, they offer a wide range of financial services including insurance coverage, investment advice, retirement planning, and more. Customers can trust Pabody Insurance and Financial to provide personalized solutions to meet their individual needs and goals. Visit them today to secure your financial future with confidence.

Turn Key Clean-Outs and Estate Sales, LLC. is a family-owned and operated estate liquidation specialist located at 547 Sarver Road, Sarver, Pennsylvania. We are Pittsburgh's Premier Estate Liquidator & Personal Property Appraisers, consistently ranked within the TOP 10 Most Viewed Estate Sales in the UNITED STATES on Estatesale.com. Our services include Estate & Commercial Liquidation, Personal Property Appraisals, and now offering ONLINE BIDDING for your convenience. Whether you are moving, downsizing, merging households, or facing life-changing situations such as divorce, foreclosure, or the loss of a loved one, Turn Key is here to help. Our professional on-site services will successfully liquidate the contents of your estate, providing personal service and exceptional quality. Our highly qualified and trustworthy staff understands the emotional and physical challenges that can come with estate liquidation.

Williams Estate Services is a trusted finance institution located at 313 Evergreen Court in Apollo, Pennsylvania, United States. We specialize in providing expert financial planning and estate management services to help our clients secure their financial futures. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet the unique needs of each individual. Whether you are looking to plan for retirement, manage your assets, or create an estate plan, Williams Estate Services is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Legacy Planning by The Law Office of Scott Lynett, Esq. is a trusted institution located at 310 Penn Avenue in Scranton, Pennsylvania, United States. Our team specializes in creating personalized estate plans to ensure your assets are protected and distributed according to your wishes. With years of experience and a dedication to providing top-notch legal services, we strive to help our clients achieve peace of mind when it comes to planning for the future. Whether you need assistance with wills, trusts, or other estate planning matters, our knowledgeable team is here to guide you every step of the way. Contact us today to schedule a consultation and start securing your legacy.

Kurtz and Partners P.C. is a reputable law firm located at 1265 Drummers Lane in Wayne, Pennsylvania, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. With a strong commitment to excellence and integrity, Kurtz and Partners P.C. is the trusted choice for individuals and businesses seeking expert legal guidance. Contact us today to learn more about how we can assist you with your legal needs.

Somerset Trust is a trusted bank and financial institution located at 1-13 Sherman Street in Ohiopyle, Pennsylvania, United States. With a commitment to providing excellent customer service and a wide range of financial products and services, Somerset Trust is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, loans, or investment options, Somerset Trust has you covered. Visit us today to experience the convenience and reliability of banking with Somerset Trust.

LEGAL REAL ESTATE is a prestigious law firm specializing in all aspects of real estate law. Located at 9200 Academy Road in Philadelphia, Pennsylvania, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in the United States. Whether you are buying or selling property, dealing with landlord-tenant issues, or facing a real estate dispute, our knowledgeable attorneys are here to help. Trust LEGAL REAL ESTATE to navigate the complexities of real estate law and protect your interests every step of the way.

Barry Ballow and Associates is a trusted legal institution located at 1200 Veterans Highway in Bristol, Pennsylvania. With over 50 years of experience, our team of dedicated attorneys serves as your legal advocates for life. Specializing in a wide range of practice areas including personal injury, estate planning, real estate, business, and civil litigation, we are committed to providing comprehensive legal solutions tailored to your needs. Our team of experienced attorneys has successfully represented clients in various civil litigation matters, ensuring that they receive the compensation and justice they deserve. We offer personalized estate planning services, efficient estate administration, and expert legal advice and representation for businesses and corporations.

F & M Trust is a community bank located at 518 North Antrim Way, Greencastle, Pennsylvania, United States. They offer a range of financial services and tools for individuals and businesses, helping them manage their finances in a way that works best for them. With a century of experience, F & M Trust is dedicated to providing personalized and professional financial solutions to their customers. Whether you are a stay-at-home mom, a CFO, or a busy business owner, F & M Trust is here to help you Bank it Easy. Contact them today to see how they can assist you with your financial needs. Please note that by visiting their website, you may be directed to third-party sites that may have different privacy and security standards. F & M Trust does not endorse or guarantee the offerings of these third-party providers.

Oath - Philadelphia Estate Planning & Investment Attorneys is a prestigious law firm located in Fort Washington, Pennsylvania. Our team of experienced lawyers specialize in estate planning and investment law, providing expert guidance and legal services to clients in the Philadelphia area. With a commitment to upholding the highest ethical standards, we work diligently to protect our clients' assets and ensure their financial future is secure. Whether you need assistance with creating a will, setting up a trust, or navigating complex investment laws, our attorneys are here to help. Visit us at 500 West Office Center Drive to learn more about how we can assist you with your estate planning and investment needs.

Stradley Ronon Stevens and Young is a prestigious law firm located at 2005 Market Street in Philadelphia, Pennsylvania, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in various industries. Known for their commitment to excellence and dedication to client satisfaction, Stradley Ronon Stevens and Young is a trusted partner for individuals and businesses seeking top-notch legal representation.

Russell Law | Estate Planning Attorneys, located at 3500 Reading Way in Pennsylvania, is a trusted institution serving clients in Montgomery County and Bucks County for over 20 years. Specializing in estate planning, their experienced attorneys provide clarity and comfort during difficult times, ensuring that clients' wishes are honored and their assets are protected. From nominating guardians for minor children to updating estate plans as circumstances change, Russell Law offers comprehensive services to help clients plan for the future and protect their legacy. In addition to estate planning, Russell Law also specializes in elder law, addressing the unique needs of aging populations and safeguarding their rights, health, and financial security. With a focus on areas such as Medicare, Medicaid, and elder abuse, their attorneys provide tailored legal advice to empower seniors to make informed decisions and maintain their quality of life.

AAA Pittsburgh Insurance and Member Services is a one-stop destination for all your finance, insurance, and travel needs. Conveniently located at 4790 McKnight Road in Pittsburgh, Pennsylvania, our experienced team is dedicated to providing top-notch customer service and personalized solutions to meet your individual needs. Whether you are looking for comprehensive insurance coverage, financial planning assistance, or help planning your next vacation, we are here to help. Trust AAA Pittsburgh Insurance and Member Services to take care of all your important financial and travel needs.

Alvarado Insurance and Consulting is a trusted finance and insurance agency located at 127 Buckskin Drive in Greentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions and expert financial advice to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to schedule a consultation and let us help you secure your future.

Phoenixville Federal Bank & Trust, located at 74 2nd Avenue in Collegeville, Pennsylvania, is your hometown bank that offers a range of financial services including ATM access, banking, and finance. The friendly and knowledgeable staff at Phoenixville Federal can help you navigate through the Home Equity process to see what your home can do for you. With online account opening available 24/7, starting banking with Phoenixville Federal is easy and can be done safely and securely in just 10 minutes. The institution has a tradition of giving back a portion of its earnings to the communities it serves and is committed to protecting your confidential information. Stay informed with updates from Your Community’s Bank. Phoenixville Federal is not just a bank, but a part of your community, giving back to local organizations to make your community a better place to live. Visit one of their locations in Collegeville, Kimberton, or Phoenixville, or check out their website for more information on their history, mission, board of trustees, community reinvestment efforts, careers, holidays, community events, and news.

Univest Bank and Trust Co is a reputable financial institution located at 14 North Main Street in Souderton, Pennsylvania, United States. As a trusted bank, they offer a wide range of financial services to meet the needs of their customers, including personal and business banking, loans, mortgages, and investment services. With a commitment to providing excellent customer service and innovative financial solutions, Univest Bank and Trust Co has earned a strong reputation in the community as a reliable and trustworthy financial partner.

The First National Bank & Trust Company, located at 408 Lower York Road in New Hope, Pennsylvania, is a full-service institution offering ATM, banking, and financial services. The online banking portal has recently been redesigned for a better user experience. The Solebury branch provides personal and business banking and loan services to individuals and companies in the surrounding areas. Established in 1999, the branch is handicap accessible with drive-up banking and ATM services available. With Saturday morning hours, The First is dedicated to providing exceptional customer service to the community. As Bucks County's oldest independent community bank, The First prides itself on customer loyalty and reinvesting profits back into the local community. Branch Managers Jean Heath and Brad Kuder are available to assist with any banking needs. Visit The First National Bank & Trust Company to experience personalized banking solutions and quick decision-making from a team of experts. Please note that links on the website may redirect you to other sites, and The First is not responsible for their content. Thank you for visiting The First National Bank & Trust Company's website.

The First National Bank & Trust Company, located at 40 South State Street in Newtown, Pennsylvania, is a full-service financial institution offering ATM, banking, and finance services. The online banking portal has recently been redesigned for a more user-friendly experience. The Main branch in Newtown Borough is conveniently located in the heart of historic Newtown, serving both personal and business banking and loan needs. Established in 1864, The First has been a pillar in the Newtown community, with a building dating back to 1928. The Main branch is open six days a week, with easy parking and handicap accessibility. The friendly staff is dedicated to providing exceptional customer service, with the Branch Manager available to assist with consumer loans and business financing. The bank is committed to reinvesting in the local community and has been a trusted financial institution for generations of Bucks County residents. Visit The First National Bank & Trust Company today to experience personalized banking solutions and local decision-making.

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.

ESSA Bank and Trust is a reliable financial institution located at 8045 West Chester Pike in Pennsylvania, United States. As a full-service bank, ESSA offers a wide range of banking and financial services to meet the needs of individuals and businesses in the local community. Whether you need to deposit checks, withdraw cash, or manage your finances, ESSA Bank and Trust is here to help. Visit our convenient ATM location for all your banking needs.

Counsel Trust Company is a trusted financial institution located in York, Pennsylvania, United States. As a reputable bank, we provide a wide range of financial services to our clients, including wealth management, investment advice, and trust services. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At Counsel Trust Company, we prioritize transparency, integrity, and personalized service to ensure the best possible outcomes for our clients. Trust us to be your partner in financial success.

The Academic Institute of Real Estate, LLC is a prestigious educational institution located at 11269 Perry Highway in Wexford, Pennsylvania, United States. Our institute offers comprehensive courses and programs in real estate, designed to provide students with the knowledge and skills needed to succeed in the competitive real estate industry. With experienced faculty and a cutting-edge curriculum, we strive to develop the next generation of real estate professionals. Join us at the Academic Institute of Real Estate, LLC and take the first step towards a successful career in real estate.

Estate Solution Planners is a finance institution located at 8331 Edinboro Road in Erie, Pennsylvania, United States. They specialize in providing comprehensive estate planning services to help individuals and families secure their financial future. With a team of experienced financial planners, Estate Solution Planners offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to protect your assets, minimize taxes, or plan for the transfer of wealth to future generations, Estate Solution Planners can help you navigate the complexities of estate planning with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.

Johnston and Associates Private Wealth Advisors is a leading finance institution located at 400 Southpointe Boulevard in Canonsburg, Pennsylvania. Founded by Dana L. Johnston and Zackary R. Johnston, the firm offers personalized wealth management services tailored to meet the unique financial goals and needs of their clients. With a focus on building long-term relationships based on trust and integrity, Johnston and Associates provides comprehensive financial planning, investment management, and retirement planning services. Their team of experienced advisors is dedicated to helping clients achieve financial success and security.

Bentley Financial Planning is a reputable finance institution located at 8007 Jordan Court in Pennsylvania, United States. Our experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Bentley Financial Planning to help you secure your financial future.

Lincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success. In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.

RetireRight Financial Planning is a trusted finance institution located at 1370 Washington Pike in Bridgeville, Pennsylvania. Our team of experienced financial planners is dedicated to helping individuals and families achieve their retirement goals. We offer personalized financial planning services tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, RetireRight Financial Planning is here to guide you every step of the way. Visit us today to start planning for a secure financial future.

Signature Financial Planning is a premier finance institution located at 1301 Grandview Avenue in Pittsburgh, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Signature Financial Planning to help you secure your financial future.