Death Taxes for Pennsylvania Residents

Posted · Add Comment

Should you be worried about death taxes? Many Pennsylvania seniors share similar financial and estate planning goals. We want to be sure that we have enough resources to provide for our needs during our lifetime. And we want to pass a little something – as much as possible really – on to our families after […]

Mistakes Retirees Make—Beneficiaries with Special Needs

Posted · Add Comment

[Pennsylvania retirees often make legal and estate planning mistakes because of a lack of accurate information and guidance. These mistakes can impact the retirees’ financial security and prevent them from achieving important goals.]  The existence of a child, grandchild, or other potential beneficiary with a disability (often referred to as “special needs”) complicates the estate […]