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Frank Kesselman: CLU, President
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Lester Smalls Jr.: Senior VP, Accountant
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Jeff Schnepper: CPA, ESQ.
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William E. Locke Jr.: CSA, LUTCF
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Ryan E. Locke: LUTCF, FSS
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John DeMasi: ChFC
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Robert N. Silber: MBA
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William Strum: Accountant
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*Janet Rzewnicki: CPA-PA.
Estate Planning of Delaware Valley
Protecting Wealth for the Next Generation
Estate Planning of Delaware Valley, Inc.
Protecting Wealth for the Next Generation | (800) 633-8584
Instant Quotes
Planning Your Legacy?
We all believe we will live to be 100 and put off getting Life Insurance until later in our lives. However, we quickly forget that great health today is a blessing and tomorrow is not promised. If we knew when our health would decline or when we were going to die, we would live our lives much different. No one knows, so the question … [Read More...]
Estate Planning Process
OUR ESTATE TAX PLANNING ANALYSIS PROCESS ► First, we complete a Blueprint of your Estate and review your current wills and trust documents. ► Then, an Estate Tax Analysis report is prepared based on this information and current Estate Tax Law to let you know what will be your Estate Tax liability based … [Read More...]
Estate Planning Terms
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 … [Read More...]