In 1987, Congress passed a law recognizing March as Women’s History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women have played a vital role in building the United States into a strong and...
Helping You Look After
THE PEOPLE AND THINGS YOU VALUE
Year: 2023
Slicing Your Estate Planning Pi(e) on National Pi Day
Slicing Your Estate Planning Pi(e) What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by a physicist (Larry Shaw) to recognize the mathematical constant...
3 FAQs about estate administration
When people die in Pennsylvania, their assets and liabilities form part of their estate. Administrators manage those assets according to the decedent's will or the state's intestacy laws. This process can be complex and often leaves many questions unanswered. This...
Client Update: Retirees Who Turned 72 in 2022 Must Take RMD by April 1, 2023
Most retirees who turned 72 in 2022 must take the first required minimum distribution (RMD) from their retirement account by April 1, 2023, according to the IRS. The minimum distribution requirement applies to Individual Retirement Arrangements (IRAs), 401(k)s, and...
Attorney Jim Ruggiero Will Speak At Jan 16 Seminar: How To Preserve Your Financial Legacy
Do you have a plan for preserving your financial legacy? Are you protecting your beneficiaries and prepared to transfer your wealth to the next generation in the most tax-efficient and secure method possible? Having a carefully crafted plan in place ensures your...