Fiduciary Services Overview
Wealth and estate planning are frequently integral aspects of a financial strategy aimed at protecting and preserving client assets and peace of mind. Many clients face challenging issues such as transferring ownership of a family business, caring for a family member unable to manage their own affairs, or minimizing income and estate taxes for themselves and heirs. For others, creating family foundations, establishing gifting programs, guardianships, and charitable trusts are significant.
Pennsylvania Trust’s long tradition of developing imaginative and individualized solutions can simplify client lives, making their financial objectives attainable and achievable. Industry professionals with deep knowledge of fiduciary practices and a sensitivity toward 21st-century economic realities work in tandem with client’s counsel, insurance specialists, and knowledgeable advisors, to provide attentive service and tailored advice that is prompt, reliable, and technically sound.
Our Fiduciary Services include: Trust Administration, Estate Administration, Guardianships and Special Needs Trusts, Tax and Tax-Related Services and Financial Planning.
Whether a client’s wealth is inherited or amassed over a lifetime, Pennsylvania Trust is committed to protecting the value of the estate and preserving the legacies our clients seek.
For help with your account access:
please call Pennsylvania Trust
at 1 800 975-4316 during our regular business hours,
08:30 a.m. - 05:00 p.m. EST Monday through Friday.