Clients want to be able to decide how their wealth is distributed and to whom it goes when they die. However, without a solid estate plan in place, any number of costs-probate, funeral and burial expenses, state and federal estate taxes, and professional advisor fees-can eat away a large portion of the legacy they've worked so hard to build.
Estate planning helps to assure that an estate will be settled in an efficient manner and that final wishes will be carried out to benefit the people and institutions of the client's choice. Our team at EPDV has over 200 years combined experience in providing insurance solutions to families and businesses.
Estate planning helps to assure that an estate will be settled in an efficient manner and that final wishes will be carried out to benefit the people and institutions of the client's choice. Our team at EPDV has over 200 years combined experience in providing insurance solutions to families and businesses.
Services
Estate Planning of Delaware Valley, Inc. was founded on a simple premise: To assist affluent clients and individual families, private and public corporations, and executives with their life insurance and estate planning objectives over time. Our mission requires constant innovation.
We design and deliver customized insurance solutions to affluent clients with the highest quality strategic plan and supporting products to help manage their financial future, and the next generation's financial future.Our team at EPDV has over 200 years of combined experience in providing insurance solutions to families and businesses.
We design and deliver customized insurance solutions to affluent clients with the highest quality strategic plan and supporting products to help manage their financial future, and the next generation's financial future.Our team at EPDV has over 200 years of combined experience in providing insurance solutions to families and businesses.
At the end of the day all term life insurance products are similar. All providers use key factors such as age, weight, height and family history in determining your health rating. Are you a smoker, or have you ever smoked, or what types of products do you smoke and how often are similar question, but can be rated dramatically different between insurance carriers.
Clients want to be able to decide how their wealth is distributed and to whom it goes when they die. However, without a solid estate plan in place, any number of costs-probate, funeral and burial expenses, state and federal estate taxes, and professional advisor fees-can eat away a large portion of the legacy they've worked so hard to build.
Jeff A. Schnepper is the author of several books on finance and taxation, including How to Pay Zero Estate Taxes and all twenty-eight previous editions of How to Pay Zero Taxes. He is an advisor to the insurance professionals in our agency who distribute products from Transamerica Life and other insurance companies.
Jeff A. Schnepper is the author of several books on finance and taxation, including How to Pay Zero Estate Taxes and all twenty-eight previous editions of How to Pay Zero Taxes. He is an advisor to the insurance professionals in our agency who distribute products from Transamerica Life and other insurance companies.
Reviews (1)
Edward B.
Apr 04, 2019
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Lester Smalls Jr.an agent at Estate Planning of Delaware Valley Inc failed to act in a prudent professional manner. He apparently does not listen and is only concerned with his financial well being. We had several conversations with Mr Smalls to end our current policy at term expiration of 10 years on 9/30/18. The premiums were due to jump 7+ to 10+ times. Unless one was terminally ill and uninsurable or not in a solid mental state no one would continue with policy. As a supposed professional it was Mr Smalls OBLIGATION to provide us with the necessary documentation to properly terminate which
