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Estate Planning

For Individual Investors

Estate Planning

Protecting your legacy wealth with estate planning

Like many investors, providing your heirs with the legacy of your wealth is probably a top priority. We can help you develop estate plans that support your vision and beliefs about wealth distribution.

Our in-house financial experts will craft a MASTERPLAN® specifically for you, by first listening carefully to how you view your wealth and what kind of legacy you want to leave for future generations.

We then organize your assets, minimize estate taxes for you or your heirs and streamline the estate distribution process. We'll ensure that your estate plan keeps pace with changing law. And we’ll clearly communicate any recommendations for plan modifications in a timely manner.

It’s important to us that you have peace of mind, knowing that your plan is always up to date and aligned with your wishes and your values.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.