Estate Planning

Estate Planning Services are available exclusively to Janney clients to support and provide guidance for the development of a comprehensive estate plan.  Janney’s Wealth Planning Department will consult with you, your Financial Advisor, your family and other trusted advisors (such as your attorney or accountant) in order to establish a cohesive team directed toward preserving and protecting your estate.

The establishment of a will is the first step toward the development of an estate plan.  In today’s rapidly changing legislative world, a typical estate plan includes: a living will, a Durable Power of Attorney, a full accounting of the value of your estate, an insurance plan, trust and gifting strategies and a Business succession plan.

Carefully implemented estate planning strategies can help to reduce the tax burden on your heirs and family, while providing for the continuation of your business, as well as controlling who receives what assets and when.