Estate Planning

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What We Do

Estate Planning

At Pennsylvania Capital Management, we work with our clients to help coordinate their estate planning documents to ensure that their loved ones will be properly taken care of after they are gone. With proper estate planning, clients can rest assured that while their assets are growing, they are also well-protected during their lifetime and are being fully preserved for their intended beneficiaries.

By coordinating our efforts with our clients, in concert with their tax and legal professionals, we strive to help establish a financial tradition that can be passed on for generations.

Our estate planning services include:

  • Estate planning evaluation to ensure documents are relevant and up to date, along with identification of a durable Power of Attorney.
  • Preparation of life Insurance trusts to protect your family and be passed down to your offspring.
  • Assisting with legacy planning, as well as identifying strategies to shift appreciation on to the next generation.
  • Reviewing family business succession planning.
  • Advising on strategies for gifting to family, trusts and philanthropic causes to make a difference in the world.

Providing education for the family regarding advanced techniques to empower the next generation to become knowledgeable and understanding of their financial responsibility for their future.



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    Market Volatility

    In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”

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    Charitable Giving

    In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.

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    Where to Stash Your Cash

    In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.

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