Estate Planning Services
Owning property or building a property portfolio is an intelligent way to protect you and your family financially. Our professional estate planning team can help you define how your property investments should provide for you now and in the future. We help you navigate estate and wealth taxes, prepare your estate inheritance for family or loved ones, and walk you through the steps of donating your money or property to charity.
Estate Planning Options
When you work with our estate planning team, you get to decide how your property portfolio will be managed and shared with your loved ones and community. We take the time to hear and understand your wishes so that they can be honored when the time is right. We offer no-obligation advice and support as we walk you through different estate management options, including trusts, choosing a healthcare power of attorney, and allocating monetary or property gifts to family, loved ones, or charity.
Contact us today to protect your property investments for a lifetime
Contact us to get started with your New Financial Roadmap
Oakland | Philadelphia | Houston
1970 Broadway, Suite 525
Oakland, CA 94612
150 Monument Rd, Suite 207
Bala Cynwyd, PA 19004
Services
