Landmark Decision in Ebersole and Matlack v. Commonwealth of PA Reinforces Importance of Precise Estate Planning and Tax Law Experience On October 10, 2023, Ruggiero Law Offices LLC obtained a significant legal triumph on behalf of our clients, Bernard W. Ebersole and...
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Jim Ruggiero Joins Grantchester Growth’s Advisory Board
Grantchester Growth, an investment platform and financial services company specializing in launching diverse emerging fund managers in specialty funds, announced that James J. Ruggiero, Jr. Esq. has joined Grantchester Growth’s Advisory Board. "Grantchester Growth...
Attorney James Ruggiero On WDIY Radio
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.
Will Retirement Derail Your Estate Planning? – Online Event
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 ...
Have You Thought Through Your Retirement Plans?
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...
What Will You Do When You Retire?
Beth Ruggiero will be presenting at Forge Wealth Management events. Reserve your spot and learn more about your options for retirement.
Do Not Leave Your Minor Children’s Future to Luck
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...
Ladies, You Need a Plan
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) 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...
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...