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Estate and Legacy Planning Strategies

Estate and Legacy Planning Strategies

Estate planning seems to be simple enough — pass on your assets to the causes and people you care most about. However, finding the right products, creating a plan, and then implementing that plan can become complicated at times. Pennsylvania Wealth Management works to help begin the process of creating those strategies, so you can leave your legacy to those who matter without probate getting in the way.

With the services from several trust companies, we can keep assets out of probate and for decreasing estate and income taxes. Other benefits they provide are asset transfer to your heirs and no taxation of life insurance proceeds in your estate. Through the use of trusts and other planning techniques, we can help you save what you’ve worked so hard to build and make sure your assets fall into the right hands.

Estate and Legacy Planning Strategies

When planning your estate, you more than likely have certain people and causes you’d like for your wealth to pass onto rather than it going to the government. We’ll help you create an estate and legacy strategy that honors your wishes for the day you’re no longer here.

Wills and Revocable Trusts

While similar, wills and trusts differ and have specific purposes. A will is that written document to communicate how you’d like your wealth and other affairs to be handled upon the event of your death; one thing to keep in mind is this is a public document and must pass through probate court. A living revocable trust, on the other hand, doesn’t require probate court. These are mainly used to transfer property. We’ll discuss what your specific situation may require and explore what documents will be needed.

Estate & Legacy Planning in Pennsylvania

Complete the form below to speak to one of our financial advisors about your estate & legacy planning and download a copy of our Legacy Checklist Guide.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.