Firm News

Attorney James Ruggiero is a guest on WDIY Lehigh Valley Public Radio's program, Your Financial Choices, to discuss Trusts. Click Here to listen to the program.

Join Jim Ruggiero, Esq. AEP, EPLS to learn more about key elements in an estate plan after retirement. Date: Monday, May 8, 2023 Time: 7:00pm - 8:00pm EST Online: This is an online event. Event URL will be sent via registration email. Register For This Event  ...

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you...

  Beth Ruggiero will be presenting at Forge Wealth Management events. Reserve your spot and learn more about your options for retirement.

We associate March with St. Patrick’s Day and Irish traditions such as searching for four-leaf clovers, which are thought to bring good luck. One thing that parents should never leave to luck is providing for their minor children. Young parents work hard to create a...

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...

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...

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...

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...

For Media Are you in need of expert input for an upcoming article?  Reach out to a member of the 2022 National Estate Planning Awareness Week Media Referral List. For Councils National Estate Planning Awareness Week was adopted in 2008 to help the public understand...