Federal Tax Code Changes | SECURE ACT

Dear Client: You may have heard that the federal appropriations bill enacted into law by Congress and the President in the final weeks of 2019 includes changes to the federal tax code that may affect your qualified retirement plan (such as a 401(k)) or IRA (sometimes called “retirement assets” in this letter).  Those changes, often […]

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Charitable Planning in Pennsylvania

Many people love to give back to their community during their life. Sometimes, they even like to do so after their life is over. This can be accomplished through specific creations in an estate plan. If you would like to include charitable planning in your estate plan, it is beneficial to retain the services of […]

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