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ESTATE PLANNING
SERVICES

Personalized strategies and solutions to help you meet your goals

The Value We Offer

ESTATE PLANNING CONSULTANTS

Estate planning is the process of ensuring your assets are distributed according to your wishes after you die. It can also help you minimize taxes and ensure your loved ones are taken care of. If you do not have an estate plan, your assets will be distributed according to the laws of your state. This may not be what you want, and it could result in your assets being diminished by taxes, probate, or unintended beneficiaries.

At Wouch Maloney, we know every estate planning situation is unique. This can make finding the right solutions more complex. Our estate planning specialists meet with you to discuss your objectives and provide solutions to your financial concerns, allowing you to feel secure about your future and your family. An estate planning CPA can discuss possible strategies to minimize your tax liability through estate planning, which could include a trust to hold your assets, or planned charitable contributions to a cause or organization you care about. These are important decisions and should be handled by qualified estate planning experts. We also offer Succession Planning Services to satisfy all of your transition planning needs.

Get In Touch

We’re Here To Help

Our estate, gift and business succession services are just one call or click away. Contact us today — our estate planners will answer your questions promptly.

Why Wouch Maloney

Estate planning is important for many reasons: primarily, because it provides the peace of mind in knowing your wishes for the future are properly documented. We organize your estate planning documents, so you have the ability to easily and more effectively manage your estate. Then, we continually monitor any changes in circumstances and financial assets, and discuss the need to amend your estate plan as time goes by.

Looking for estate planning help in Philadelphia? Wouch Maloney can help ensure your assets are distributed according to your wishes — giving you control of your financial legacy.

Our Services

Wouch Maloney provides estate planning services in Pennsylvania, New Jersey and Florida. Our team can help you create an estate plan that meets your specific needs. We will work with you to understand your assets, your beneficiaries, and your goals, and we will then create a plan based on those details. We are committed to providing our clients with the highest quality estate planning help. The Wouch Maloney team also offers Succession Planning services to meet all the needs of your financial portfolio.

  • Business Succession Planning
  • Charitable Gifting Strategies
  • Estate Tax Liability Analysis
  • Family Gift Planning
  • Generation Skipping Transfer Tax
  • Transfer of Business Ownership
  • 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.

Construction Real Estate Insurance Manufacturing Professional Service Firm Wholesale Athletes & Entertainers

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

Wouch Maloney - Certified Public Accounting Firm in Horsham & Philadelphia

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Contact Us

Main Office

415 Sargon Way, Suite J
Horsham, PA 19044

Tel: 215.675.8364
Fax: 215.675.3879

Philadelphia Office

1515 Market Street, Suite 1710
Philadelphia, PA 19102

Tel: 215.675.8364

Florida Office

Wilson Suites, Suite 201
3333 Renaissance Boulevard
Bonita Springs, FL 34134

Tel: 239.390.9990

Services

Accounting & Audit Tax Services Business Services Forensic & Litigation Support Business Valuation Estate Planning International Services

Industries

Construction Real Estate Insurance Manufacturing Professional Service Firm Wholesale Athletes & Entertainers

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