Estate Planning and Wealth Transfer

The Maruca Group can design a plan for you, your family, or business, that mitigates your taxes, and seeks to grow your assets. Our Estate services include:

  • Helping understand the importance of a Will
  • Designating & updating beneficiaries
  • Helping you designate Powers of Attorney
  • Choosing Executors
  • Minimizing Estate Taxes & reducing probate fees

Philanthropy Planning

Guided exclusively by your goals, we can help you discover the best ways to utilize charitable gifts to support the causes that are closest to your heart.

Trusts

We can identify the best options, design customized strategies, and provide the professional management to address your goals.

Other services.

Other services.

Retirement Planning

Headache-free retirement strategies. Whether you are an individual looking to retire soon, or just starting out saving for retirement the Maruca Group can help with with Individuals, Businesses and Governmental/Non-profit.

Education Planning

We have a big-picture understanding of the education-funding landscape. From tax-exempt savings products to financial aid processes, we aim to design a college savings plan that works harder for you and your student.

Tax Planning

Our tax strategies are designed to complement your overall financial plan by helping to better position your wealth. Through an array of tax planning services, we can work directly with your tax accountant to review your past returns and identify opportunities to reduce your tax liability.

Get a personal consultation.

Office

Maruca Group
615 West Highland Avenue
Ebensburg, PA 15931

Contact

Phone: 814-472-6938
Fax: 814-419-8759

Office

Maruca Group
615 West Highland Avenue
Ebensburg, PA 15931

Contact

Phone: 814-472-6938
Fax: 814-419-8759
info@marucagroup.com