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.

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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:

- 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.

- 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.

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8403

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.

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Auld Brothers Law Group, LLC

4.7

review us on

Dan Butler

14:23 11 Jan 22

Rebecca went above and beyond to accommodate me and ensure my needs were met. She is very personable and professional.

M G

20:02 29 Dec 21

I needed to revise an outdated will. I had a glowing recommendation for Rebecca Auld from a friend. After completing the Estate Planning it was easy to understand why she was highly recommended.Rebecca's expertise and insight were evident after discussion on the phone before I even met with her. Once meeting these skills were apparent These traits were on display in her follow up questions and in answers to my questions. Her explanations and analogies show understanding coupled with legal knowledge and explanation of policy. Her abilities were apparent during and after completion of the Estate Planning Process. Her prices are reasonable for high quality work, time spent with the client, and personalize attention.I am so pleased with the total Estate Planning Package, that I have begun a needed Real Estate Agreement with Rebecca.I think that Rebecca is very knowledgeable, about law and policy, helpful, creative, and empathetic, and a pleasure to work with. I would recommend her highly without any reservation.( I met Rebecca for the first time after Thanksgiving of 2021. I needed some accommodations. Both Rebecca and Brian were welcoming and eager to modify the situation to met my requests and needs. I thank them deeply for the concern and accommodations, attention and quality legal documents, completed and in process.)Gratefully,Meryl Gotlieb

Sylvia Morriscox

14:42 12 Oct 21

As a retired lawyer, I deeply respect, recognize, and require cohesive, comprehensive estate planning. Rebecca Auld brilliantly executed a thorough,, powerful, expedient multifaceted package for a very reasonable price.Thank you, Mrs. Auld, for so efficiently and accurately providing such a reassuring plan for both myself and my heirs.

Vati Ammatri

20:30 24 May 21

Fantastic service and attention to a recent tricky legal issue, resolved to good avail. My family has utilized Auld family legal services for over 40 years. They're always professional, compassionate, caring and sharp. Great service, and much appreciated!Rebecca Auld will go to bat for you and is a pleasure to work with!

Natalie Williams

21:12 22 May 21

Rebecca “Becky” displayed genuine kindness and professionalism from start to finish. I cannot say enough about her thoroughness and timely responses to all of our questions and concerns. Thank You Becky. I highly recommend Auld Brothers Law Group.