SUCCESSION & ESTATE PLANNING

Estate Planning & Succession Planning Advisors in PA

Family. Money. Business.

Succession and estate planning often blend all three in a combination that’s financially and emotionally complex. Our dedicated advisors will guide you through these processes so you can make the best decisions for you, your family, and your business.

Succession Planning

Whether you own a third-generation agribusiness in Lancaster or a new tech startup in Harrisburg, your succession plan requires numerous decisions—and many of them will be tough. You need to find the right person to lead the business, as well as minimize your tax liability and ensure you’re financially secure for the next stage of your life’s journey.

You need an advisor with the experience to bring clarity to the confusion. Simon Lever’s succession planning professionals are committed to helping you plan and execute a strategy that blends your business and personal visions.

Key Services
  • Succession Planning Strategy
  • Estate Planning Strategy
  • Estate Tax & Capital Gains Planning
  • Buy-Sell Agreements
  • Business Valuation
  • Retirement Planning

Estate Planning

Maybe you want to keep the family business in the family. Or perhaps you need to provide for the long-term financial well-being of a special needs child. Whatever your unique situation, the Simon Lever team delivers the resources to develop an estate plan that carries out your wishes and protects the wealth you’ve worked so hard to build.

We also understand that estate planning can be a tough process for the entire family. When you partner with Simon Lever, you’ll receive guidance from an impartial advisor—one able to bring the fresh ideas and insights to help you navigate an emotional situation. Our advisors are committed to guiding you with sensitivity and compassion.

Key Services
  • Estate Planning Strategy
  • Succession Planning Strategy
  • Document Review
  • Gift & Estate Tax Planning
  • Trust Implementation
  • Cash Flow Management
  • Retirement Planning
  • Charitable Giving Analysis
  • Litigation Support

How About a Coffee?

We know that everyone has unique challenges and goals.
Let’s chat so we can understand yours.

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