Estate taxes have the potential to significantly diminish the assets your heirs ultimately receive. For Pennsylvania residents, understanding how both federal and state rules may apply is an important step in protecting the wealth you’ve worked hard to build. With...
When setting up a special needs trust—or any type of long-term trust arrangement—families face a critical decision: who will serve as trustee, and how will the trust be managed? Traditionally, many families have turned to large financial institutions that offer...
Planning your financial legacy is an act of care, especially when a grandchild has disabilities. Many individuals seek ways to offer long-term protection, and a special needs trust can be an effective tool. This guide provides a look at how to put this protection in...
Business owners are faced with a difficult; and, at times frustrating responsibility. In addition to running their company and growing their business, they are challenged with the task of selecting a 401(k) plan that balances their personal retirement needs, the needs of the company, and importantly – the needs of their employees.