Trusts & Estates
After a lifetime of hard work, saving, and investing, you’ve started to think about leaving a legacy for your family. Our financial advisors can help you establish an estate plan that accomplishes your financial goals, while also giving peace of mind to your family.
A properly thought-out estate plan can help you transfer wealth while minimizing wealth transfer taxes. It also can help you protect assets, provide ongoing management of your financial affairs, outline philanthropic giving desires, and maintain the privacy of your final wishes.
Penn Investment Advisors can help educate you and your family about the various estate planning and trust options and can implement your estate plan as executor and trustee. Our skilled financial advisors have the experience and resources to administer even the most complex personal or charitable trust with the highest degree of professionalism and sensitivity.