Private Wealth Management
Estate Planning
Private Wealth Management
We design our Private Wealth Management services to help you effectively plan for your financial situation. We’ll learn your short and long-term financial goals and outline your legacy information during the process. At Auld Brothers, our goal is to help guide you and make recommendations based on your needs, assets, and vision.
We can help you with all areas of financial planning, while taking advantage of the most effective tax planning methods available. For example, we can help you with monetary gifting that is non-taxable each year to your loved ones, estate transfer taxation, generation-skipping transfer taxation, and related income problems.
One-on-One Counseling with Your Wealth Advisor
When you come to us, we will work one-on-one with you, and with your financial wealth advisor and accountant to counsel you and help to remove your worries or concerns. During this collaboration, we will:
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- Evaluate your financial situation
- Advise you on gift assets techniques to individuals and organizations
- Discuss a plan for your Durable Financial Power-of-Attorney needs
- Create Trusts to reduce or entirely pay for the administration of your estate
- Create Generation Skipping Trusts, Special Needs Trusts, and Asset Management Trusts
- Address a plan to incorporate any employer insurance and pension plans
- Structure your retirement plan beneficiaries
- Draft any documents and structures needed
Dispute Avoidance
We understand that disputes can occur between families regarding Trusts, Estate Planning, businesses interests and ultimately disputes after passing during an estate administration. We can help pre-plan eliminating disputes that potentially could go to court. This planning will give you peace of mind with structures already in place to be followed in your direction.
Changing Laws
We regularly monitor Pennsylvania tax law changes to help you take advantage of its benefits regarding your financial situation. Along with addressing any possible challenges and making changes to your plans as needed to ensure your financial goals are being met.
Private Wealth Management Options Available
With the knowledge and experience of many generations of Auld attorneys in the area, we are able to assist clients and their generations that follow, in several Private Wealth Management areas depending on your financial needs and goals.
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- Business Succession Plans
- Buy-Sell Agreements
- Charitable Planning
- Estate Planning
- Trust Administration
- Asset Distribution
- Tax issues
- Personal tax liabilities
- Family Legacy Plans
- Ultimate estate administration
Auld Brothers, Your Wealth Management Advisors
We have advised many local area individuals and families through their financial situations and can help you do the same. The Private Wealth Management process can be overwhelming at times, and we will help you navigate those areas. Breathe easy knowing you’re in good hands with trusted, local attorneys.
Send a Message
Contact Us to Get Started
Complete our online form so we can help you with your estate planning process.
We are happy to provide a free, 30-minute consultation, with legal advice and answer any questions you may have about your current situation. Our goal is to provide you with clear, straightforward information to help you understand what you need.
5349 William Flynn Highway
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