Our Services
Legacy Planning
Expand horizons and ensure a bright future.
Levy Wealth Management Group goes beyond estate planning to help Philadelphia families secure their legacy for the next generation.
A Lasting Impact
We are by your side to think through how best to bequeath your wealth in a way that matches your values and goals. We work with you to develop a plan for succession of resources, taking into account your children, grandchildren and future generations.
Make the Right Decisions, Today
We are here to facilitate the complex process of legacy planning so you can stay focused on the family, friends, and organizations you love. Our focus is directed at tax efficiency and putting in place structures that will keep things organized and protected for the future.
Guidance You Can Count On
Rely on our advisors to focus on the details of your estate and legacy plan, including:
- Tax structure
- Charitable giving
- Key documents
- Executors and trustees
This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
Let’s Get Started
Plan Your Legacy
We would love to sit down with you to discuss securing your legacy for future generations.
