Estates, Trusts & Gifts

Advanta's professionals can provide valued guidance that applies to your specific situation and assists you with the following services:

  • Estate Planning
  • Gift Tax Planning
  • Income Tax Planning for Estates & Trusts
  • Business Succession Planning
  • Charitable Gifting Strategies
  • Fiduciary Services
  • Estate Tax, Gift Tax, and Fiduciary Income Tax Returns
  • Adequacy of Life Insurance
  • Business Valuation
  • Buy/Sell Agreements