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. Prior to becoming EPDV, we operated under Transamerica who's first life insurance company was founded in 1906.
Our services range from, but are not limited to, estate planning, life insurance, pension plan management, business succession planning, life insurance audits, and philanthropic estate planning.
We listen to each of our customers to effectively apply the appropriate solution to their specific need.
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.
Call us toll free: (800) 633-8584 ext. 262 1415 Foulk Rd. Suite 103 Wilmington DE, 19803 FAX: (302) 477-9710
*Securities offered through Sammons Securities Company.
Branch address - Lindell Square, Suite 18 1601 Milltown Road, Wilmington, DE 19808. Member FINRA and SIPC