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Estate-planning Exton

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
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5 results for Estate-planning

SMS Valuation & Forensic Services LLC in Exton

102 Pickering Way Suite 200, Exton, 19341
(484) 875-3068

SMS Valuation & Forensic Services, LLC (d/b/a SMS Valuation & Forensics) is a niche business valuation and forensic accounting Certified Public Accounting practice with Big Firm Experience and Expertise. SMS Valuation & Forensic Services, LLC is a nationally ...

accounting & accounting services, business valuation, esop, pennsylvania

Health Insurance Advisors in Exton

206 S Whitford Rd, Exton, 19341
(610) 524-7032

Health Insurance Advisors - Group Health, Individual, Family, Long Term, Life, Annuities, Disability, Medicare, Estate Planning, Management, Senior Financial, Contact, Health Insurance Company, Health Insurance Companies, Exton, West Chester, Downingtown ...

annuities, chester county, coatesville, contact

Arena Snyder Theis and Dunlap in Exton

728 E Lincoln Hwy, Exton, 19341
(610) 524-0110

Medium-sized CPA firm located in the heart of Chester County, Pennsylvania specializing in small to mid-sized businesses and individual accounting and tax services.

accounting, arena snyder &, bookkeeping, cpa

Lubrano and Co. in Exton

559 W Uwchlan Ave, Exton, 19341
(610) 524-8266

finance, investments, retirement, Lubrano, Money, investing, stocks, bonds, financial planning, 401(k), benefits, IRA, Anthony Lubrano, Seth Hoffman, Shawn Berwager, Chris Nawn, Elizabeth Lubrano, Kym Denk, Cyndi Long, roll-over, life insurance, disability ...

axa advisors, axaonline, accounting, advice

Brandywine Valley Financial Services in Franklin Ctr

403 W Lincoln Hwy, Franklin Ctr, 19341
(484) 872-8386

Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.

alan hackney, exton, asset allocation, asset management

Were you able to find the right 5 Providers within estate-planning ? If you're also a provider of estate-planning and you're not featured in the business directory yet, you can always Add an entry for free.

The results list for estate-planning in Exton. You can find the best estate-planning vendors and providers in Exton in the Exton Business Directory. Currently there are 5 companies registered in the Exton business directory under estate-planning.

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