Wealth and estate planning are frequently integral aspects of a financial strategy aimed at protecting and preserving client assets and peace of mind. Many clients face challenging issues such as transferring ownership of a family business, caring for a family member unable to manage their own affairs, or minimizing income and estate taxes for themselves and heirs. For others, creating family foundations, establishing gifting programs, guardianships, and charitable trusts are significant.

Pennsylvania Trust’s long tradition of developing imaginative and individualized solutions can simplify client lives, making their financial objectives attainable and achievable. Industry professionals with deep knowledge of fiduciary practices and a sensitivity toward 21st-century economic realities work in tandem with client’s counsel, insurance specialists, and knowledgeable advisors, to provide attentive service and tailored advice that is prompt, reliable, and technically Wealth and estate planning are frequently integral aspects of a financial strategy aimed at protecting and preserving client assets and peace of mind. Many clients face challenging issues such as transferring ownership of a family business, caring for a family member unable to manage their own affairs, or minimizing income and estate taxes for themselves and heirs. For others, creating family foundations, establishing gifting programs, guardianships, and charitable trusts are significant.

Pennsylvania Trust’s long tradition of developing imaginative and individualized solutions can simplify client lives, making their financial objectives attainable and achievable. Industry professionals with deep knowledge of fiduciary practices and a sensitivity toward 21st-century economic realities work in tandem with client’s counsel, insurance specialists, and knowledgeable advisors, to provide attentive service and tailored advice that is prompt, reliable, and technically sound.

Our Fiduciary Services includes

• Trust Administration
• Estate Administration
• Guardianship and Special Needs Trusts
• Tax and Tax Related Services
• Finacial Planning