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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    Secure Act 2.0 Webinar

    Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022. 

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    Health Savings Accounts Webinar

    In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.

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    CyberSecurity: Protect Yourself

    CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.

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