Blue Bell Private Wealth Management

Estate Planning


We can help you plan your estate.

Estate planning is a crucial aspect of financial planning that often gets overlooked. It goes beyond financial instruments, addressing the human side of wealth management. By carefully planning the distribution of your assets, you can protect your loved ones, minimize tax burdens, and leave a lasting impact on future generations.

1. Will, Power of attorney, and Trust Creation

Craft a legally sound will and establish trusts to ensure your assets are distributed according to your wishes. We’ll guide you through the complexities, making the process straightforward and tailored to your needs.

2. Asset Protection

Safeguard your wealth from unforeseen challenges with strategic asset protection planning. Our team will help you navigate legal structures and measures to shield your assets for future generations.

3. Tax Efficiency Strategies

Minimize tax liabilities through proven strategies. Our experts will explore opportunities for tax efficiency, allowing you to maximize the value of your estate for your heirs.

4. Legacy Planning

Beyond financial assets, we help you articulate your legacy. Whether it’s supporting charitable causes, passing down family values, or preserving a family business, we’ll assist you in leaving a meaningful and lasting impact.

5. Access to Attorneys in all 50 states

For the more complex situations, we have access to estate planning attorneys across the entire US.

Get all your investment questions answered, Quickly




Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.



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