Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above [...]
The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin [...]
There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: [...]
When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals [...]
It’s one of the most difficult conversations you can have with your parents. And it’s not about the birds and the bees. Talking to your elderly parents about their finances not only requires them [...]
118 Carlisle Street,
Suite 301
Hanover, PA 17331
717.632.2725
Fax: 877.496.2542
1869 Charter Lane,
Suite 302
Lancaster, PA 17601
717.393.9721
Fax: 877.496.2542
221 W. Philadelphia Street,
Suite 303
York, PA 17401
717.846.6214
Fax: 877.496.2542
2755 Century Boulevard, Suite 200
Wyomissing, PA 19610
610.927.4685
Fax: 877.496.2542
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