TOP 30 Inheritance planning in Pennsylvania
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Heritage Elder Law & Estate Planning
Heritage Elder Law & Estate Planning is a reputable law firm located at 318 South Main Street in Butler, Pennsylvania. Specializing in elder law and estate planning, their team of experienced lawyers provide expert legal advice and guidance to help clients navigate complex legal issues related to aging, long-term care, and inheritance. With a focus on preserving and protecting the legacy of their clients, Heritage Elder Law & Estate Planning offers personalized and comprehensive legal solutions to ensure peace of mind for individuals and families. Contact them today to schedule a consultation and secure your future.
The Estate Planning Centers at Coulter & May, PC
The Estate Planning Centers at Coulter & May, PC is a renowned institution specializing in providing expert legal services in estate planning. Located at 3824 Northern Pike in Monroeville, Pennsylvania, this institution is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out effectively. With a team of experienced lawyers, The Estate Planning Centers at Coulter & May, PC offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, this institution is committed to guiding you through the process with professionalism and care. Trustworthy and reliable, The Estate Planning Centers at Coulter & May, PC is your partner in securing your legacy for future generations.
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.
Encompass Wealth & Legacy Planning
Encompass Wealth & Legacy Planning is a leading financial institution located at 6220 Lower York Road in New Hope, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals and secure their legacy for future generations. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Encompass Wealth & Legacy Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Grace Financial Advisors LLC
Grace Financial Advisors LLC, located at 111 Brookside Road in Newtown Square, Pennsylvania, is a finance institution dedicated to helping Christians align their finances with their faith. Specializing in guiding individuals and families to become better stewards of their financial resources, the institution utilizes timeless Biblical principles to create personalized financial plans and investment strategies. With a focus on retirement planning, inheritance management, and estate planning, Grace Financial Advisors LLC offers Certified Financial Planners™ who prioritize their clients' interests above all else. Clients value the Christian worldview shared by the advisors and appreciate the trusted guidance provided on their financial journey. By working with experienced professionals, clients can confidently navigate the complexities of financial management while focusing on what matters most in life. With a commitment to honoring God through financial stewardship, Grace Financial Advisors LLC helps clients approach retirement with purpose, intentionality, and unwavering faith. Whether managing a business or navigating lifestyle changes, the institution provides practical insights and biblical wisdom to help clients achieve financial peace and fulfillment.
Max Eisenberg - RBC Wealth Management Financial Advisor
Max Eisenberg - RBC Wealth Management Financial Advisor is a leading financial institution located in the heart of Philadelphia, Pennsylvania. As a trusted advisor, Max Eisenberg provides a wide range of financial services to help clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, Max Eisenberg - RBC Wealth Management Financial Advisor is dedicated to providing expert financial advice and guidance to clients in the Philadelphia area. Whether you are planning for retirement, investing for the future, or managing your wealth, Max Eisenberg is here to help you every step of the way. Visit us at 130 North 18th Street to learn more about how we can help you secure your financial future.
American Wills & Estates
American Wills & Estates is a reputable law firm located in Pittsburgh, Pennsylvania. Our experienced team of lawyers specializes in creating wills and estate plans to ensure your assets are protected and distributed according to your wishes. We provide personalized and professional legal services to guide you through the complexities of estate planning. Contact us at 2100 Wharton Street to schedule a consultation and secure your family's future.
Auld Brothers Law Group, LLC
Auld Brothers Law Group, LLC is a trusted and respected law firm located in Gibsonia, Pennsylvania. With a focus on understanding your current needs and preparing for future needs, our experienced attorneys are committed to providing personalized legal solutions that fit your unique situation. As a fourth-generation law firm, we have deep roots in the Pittsburgh community and form lifelong relationships with our clients. We specialize in estate planning, asset protection, business succession planning, private wealth management, guardianships, trusts, special needs trusts, probate, inheritance tax, estate administration finalization, elder law, real estate, business formation, and criminal law. Our goal is to guide you through the legal process with clarity and transparency, ensuring that you make informed decisions for yourself and your family.
Acorn Law
Acorn Law is a specialized Estate Planning law firm located on Acorn Avenue in Telford, Pennsylvania, owned and operated by Jonathan Atkinson. Jonathan focuses solely on Estate Planning and Estate Administration to ensure the highest level of service for his clients. At Acorn Law, Estate Planning goes beyond just inheritance - it's about ensuring the well-being of your loved ones after you're gone. Every estate plan at Acorn Law includes essential documents such as a Will, Durable Power of Attorney, and Living Will. Jonathan will explain the need for more complex documents based on your specific situation. Navigating probate can be complex and time-consuming, but Jonathan can guide you through the process with ease.
Deratzian David L
Deratzian David L is a law firm located at 20 East Broad Street in Bethlehem, Pennsylvania, United States. Specializing in U.S.-Greece inheritance, wills, and real estate law, Deratzian David L offers expert legal services for Greek Americans facing complex legal issues that span both countries. With a unique dual licensing in both the United States and Greece, the firm ensures that clients receive comprehensive legal representation that meets the requirements of both legal systems. Led by attorney George S. Kounoupis, who has over 25 years of experience in handling cases involving U.S. and Greek law, Deratzian David L provides assistance in a wide range of legal matters including wills and estate planning, inheritance and estate administration, property management, real estate, tax law, family law, and business law. Clients can schedule a free initial consultation with a U.S.-Greece estate administration attorney by calling 610-865-2608 or sending an email. The firm offers services in both English and Greek, ensuring effective communication with clients. Deratzian David L handles all aspects of the legal process, including necessary translations of legal documents, without the need for clients to travel to Greece or visit a consulate. With offices in Bethlehem, Pennsylvania, and New Jersey, as well as locations in Athens and Thessaloniki, Greece, the firm serves Greek Americans nationwide, including those in major cities such as New York City, Chicago, Boston, Tampa, Washington, D.C., Detroit, San Francisco, Los Angeles, and Philadelphia. Trust Deratzian David L to provide expert legal representation that meets the unique needs of Greek Americans facing legal challenges in both the U.S. and Greece.
Senior Estate Associates
Senior Estate Associates is a reputable finance institution located at 440 Pellis Road in Greensburg, Pennsylvania. With a focus on serving the financial needs of seniors, our experienced team of professionals provide personalized estate planning and investment services to help our clients secure their financial futures. Whether you are looking to create a will, establish a trust, or manage your retirement funds, Senior Estate Associates is dedicated to helping you navigate the complexities of financial planning with ease and confidence. Trust us to be your partner in securing your estate for generations to come.
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.
Financial Finesse Services
Financial Finesse Services is a finance institution located at 111 East Uwchlan Avenue in Exton, Pennsylvania, United States. Specializing in delicately guiding women to financial clarity and confidence, our services are designed to help women navigate through life events such as the death of a spouse, divorce, inheritance, or retirement that may leave them feeling overwhelmed when it comes to managing their finances. Our goal is to provide a supportive atmosphere and a personalized process that empowers women to understand their financial situation, set goals, and create a plan for their financial future. With Jessica J. Burger as a registered representative offering securities, investment advisory, and financial planning services through MML Investors Services, LLC, our clients can feel confident in taking control of their finances with our guidance.
Carson Wealth
Carson Wealth, located at 215 Farm Lane in Doylestown, Pennsylvania, is a finance institution that serves families, individuals, and businesses in the Greater Delaware Valley region and across the nation. Their team of financial advisors offers services such as portfolio management, financial planning, risk management, retirement income planning, estate planning, tax planning, and private trust services. Carson Wealth believes in simplifying the complexities of money and helping clients achieve financial independence. They focus on ensuring that clients understand every aspect of their financial journey. Whether you are a business owner, executive, going through a major life change, or planning for retirement, Carson Wealth is dedicated to tailoring solutions to meet your specific needs. They also specialize in assisting women with unique financial challenges and helping families navigate transitions such as divorce or inheritance planning. Carson Wealth is committed to providing expert advice and guidance to help clients achieve their financial goals and build a strong financial legacy. Securities are offered through Cetera Advisor Networks LLC, while investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors dedicated to helping clients achieve financial success.
Gibraltar Wealth Management
Gibraltar Wealth Management is a renowned financial institution located at 1117 Old York Road in Abington, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Gibraltar Wealth Management provides personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to helping individuals and families secure their financial future.
Merrill Lynch Financial Advisor Johanna L Walters
Merrill Lynch Financial Advisor Johanna L Walters is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors focus on the things that matter most to you - family, goals, and priorities, even as they change over time. They believe in starting every relationship with a conversation to identify and prioritize your goals. By understanding your goals and priorities, they can help you create a personalized financial approach to help you pursue what matters most to you. The institution offers various rankings and recognitions from publications such as Barron's and Forbes, showcasing their commitment to excellence in client service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth today and for the future. Let Merrill Lynch Financial Advisor Johanna L Walters help you achieve your financial goals and live your best financial life.
Chaikowsky Jewelry Appraisals
Chaikowsky Jewelry Appraisals is a reputable finance institution located at 410 Farm Lane in Doylestown, Pennsylvania. Specializing in jewelry appraisals, their team of experts provides accurate and detailed assessments of the value of your precious pieces. With a commitment to professionalism and integrity, Chaikowsky Jewelry Appraisals is the trusted choice for individuals seeking reliable financial evaluations of their jewelry items.
Fastest Labs of Lancaster
At Fastest Labs of Lancaster, we pride ourselves on providing fast, accurate, and affordable laboratory testing services for individuals and employers in the Lancaster area and beyond. Whether you need testing for a job search, legal matter, or family history research, our experienced team is here to guide you through the process with professionalism and care.
Attorney Mergl
Welcome to Attorney Mergl, where our motto, "Protection for your present," guides every aspect of our practice. Located conveniently at 50 E State St, Sharon, PA, we are dedicated to serving the legal needs of clients throughout Western Pennsylvania. Our main offices are situated in Pittsburgh and Sharon, with additional meeting locations in Butler and across Mercer County.
America Wills Estates
America Wills Estates: Your Trusted Estate Planning and Administration Lawyers in Carnegie, PA Located at 327 W Main St, Carnegie, PA 15106, America Wills Estates stands as Pittsburgh’s #1 choice for probate estate administration and estate planning law. For over 25 years, we have been the premier estate administration and estate planning law firm in Western Pennsylvania, offering our clients unparalleled expertise, compassion, and care.
Aryan Aiyer, MD
Aryan Aiyer, MD, is a renowned cardiologist based at The Heart Center at Magee-Womens Hospital, located at 300 Halket St Suite 5102, Pittsburgh, PA 15213, United States. A specialist in cardiovascular disease, Dr. Aiyer is certified by the American Board of Internal Medicine. He serves as the medical director of the UPMC Heart and Vascular Institute Lipid Clinic and is also an assistant professor of medicine at the University of Pittsburgh School of Medicine. Dr. Aiyer obtained his medical degree from the Albert Einstein College of Medicine and completed both his internal medicine residency and cardiology fellowship at UPMC. Since joining the UPMC Heart and Vascular Institute in 2005, Dr. Aiyer has focused on preventive cardiology. His clinical interests include individualized cardiovascular risk assessment, evaluation and treatment of inherited lipid disorders such as familial hypercholesterolemia, and management of complex lipid conditions.
Potter Twp Fire Department
The Potter Township Fire Department, located at 247 Mowry Road in Monaca, Pennsylvania, serves as a crucial pillar of safety and community service in Potter Township. This fire station is dedicated to providing prompt and effective emergency services, ranging from fire suppression and prevention to rescue and emergency medical services.
Law Offices of Kelton M. Burgess, LLC
At the Law Offices of Kelton M. Burgess, LLC, we understand that honoring your loved one's final wishes is a top priority, especially during times of grief. Located in the heart of Pittsburgh, PA, our dedicated estate planning attorney is here to help you navigate the complexities of estate decisions with compassion and expertise.
The Law Office of P. William Bercik
The Law Office of P. William Bercik is dedicated to providing exceptional legal services in the areas of estate litigation, probate and administration, estate planning, wills, and adult guardianships. Our experienced attorneys are committed to a proactive approach that aims to achieve the best possible results for our clients.
St. George Byzantine Catholic Church
St. George Byzantine Catholic Church, located at 1001 Clinton Street, Aliquippa, Pennsylvania, is a vibrant place of worship deeply rooted in the rich traditions of the Byzantine Catholic faith. This church serves as a spiritual sanctuary for the local community, offering a welcoming environment where individuals can gather in faith and fellowship. Guided by the words, "For where two or three are gathered in my name, there am I in the midst of them," St. George's is dedicated to fostering a sense of unity and spiritual growth among its parishioners. The church is actively engaged in organizing events and liturgical celebrations that reflect its deep commitment to the Byzantine tradition. Notable events include the Exaltation of the Cross, for which attendees are encouraged to RSVP, and the annual parish picnic, a cherished occasion for community bonding featuring performances by local groups like the Tamburitzan group Sevdah.
The Elder Law Office of Olimpi & Kramer LLC
At The Elder Law Office of Olimpi & Kramer, LLC, we specialize in providing compassionate and expert legal assistance to older adults and their families. Our dedicated team of attorneys possesses extensive experience in elder law litigation, probate, and estate administration. We understand the complex legal challenges that come with aging and are committed to helping our clients navigate these issues with ease and confidence.
Chief Counsel Office
The Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:
Zihmer Law Firm
Zihmer Law Firm proudly stands as the leading authority in estate planning, probate, and elder law in Pittsburgh. Our mission is to help families secure their future through comprehensive trusts, wills, and powers of attorney, ensuring peace of mind and a clear plan for loved ones when you are no longer around.Our Services:- Estate Planning: We specialize in creating personalized estate plans that include trusts, wills, and powers of attorney. Our goal is to protect your family's future and assets. - Probate and Estate Administration: Navigating the complexities of probate and estate administration can be overwhelming. Whether there is a will, trust, or no estate plan at all, our team is here to guide you through every step.
Aryan Aiyer, MD
Doctor, Health About Aryan Aiyer, MD:
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.
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