Estate, Gift, and Business Succession Services

Personalized strategies and solutions to help you meet your goals

The Value We Offer

Estate Planning CPA

Every estate planning situation is different. Finding solutions may be complicated. We offer to have a discussion about your objectives, and provide solutions to your financial concerns which allows you to feel secure about your future and family. Evaluation of your estate and proper planning can save significant dollars and anxiety for many estates. We organize your estate planning documents allowing for the ability to easy and effectively manage your estate providing the transfer of your estate assets to heirs to meet your objectives. We continually monitor your change in life circumstances and financial assets and discuss the need to amend your plan as time goes by.

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We’re Here To Help

Our experienced and responsive experts will answer your estate planning questions promptly.

Why Wouch Maloney

  • Discuss your estate objectives
  • Offer solutions to preserve your estate assets
  • Organize estate planning documents for easy management
  • Offer gift solutions to fit your economic objectives

Our Services

  • Business Succession Planning
  • Charitable Gifting Strategies
  • Estate Tax Liability Analysis
  • Family Gift Planning
  • Generation Skipping Transfer Tax
  • Transfer of Business Ownership to the next generation
  • Wealth transfer strategies

Certifications & Affiliations

  • Accredited in Business Appraisal Review (ABAR)
  • Certified Valuation Analysts (CVA)
  • Estate Planning Council, Bucks County (BCEPC)
  • Estate Planning Council, Montgomery County (MCEPC)
  • Certified Public Accountant (Pennsylvania, New Jersey, Florida)

Industries We Serve

We Know Your Business

Our experience allows us to provide specialized services suited to your industry.

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Before you trust us with your regulatory compliance and risk management, learn why companies like yours already do.