From Our Desk to Yours

The holidays bring the joy of gathering with family, sharing meals, stories, and traditions. These moments are enriched by the presence of multiple generations, providing a unique opportunity to...

Rethinking Financial Planning: The Element of Care When we think about financial planning, we often visualize investment strategies or dream of a secure retirement. However, there’s a vital...

Embrace the Spirit of Thanksgiving with Intentional GivingThis Thanksgiving, as we gather around tables filled with delicious meals and the warm presence of family and friends, it's a time to...

Estate planning is one of the most crucial steps you can take to ensure that your wishes are honored and that your loved ones are cared for after you're gone. However, one of the pivotal elements...

October is National Estate Planning Month—a perfect reminder to revisit and refresh your estate plan. If you're like many, you may have crafted yours several years ago, thinking it was a once-and...

Guardian of the PersonWhen you're considering the care of a loved one, understanding the role of a Guardian of the Person can be crucial. This type of guardian is responsible for the personal and...

Understanding the Importance of Estate PlanningIn today’s world, young couples often marry while balancing families, careers, and financial planning. An essential but sometimes overlooked aspect of...

Understanding Testamentary TrustsTestamentary trusts are legal arrangements set up as part of a will to manage assets on behalf of a beneficiary until they reach a certain age or meet certain...

Understanding Pennsylvania Inheritance TaxPennsylvania's inheritance tax can significantly impact estates with notable real estate holdings. As of the current tax regulations, real estate is...

The Social Security Fairness Act represents a crucial milestone for millions of retirees across the nation, especially those who spent their careers serving the public, such as teachers,...