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May 5, 2026

Do You Need a Trust? A Decision Guide for Pennsylvania Families

Discover if Pennsylvania families truly need a trust. Learn what probate really costs and the 5 key questions to ask before you decide....
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September 7, 2025

What Type of Trust Do You Need to Protect Your Family?

Why Trusts Matter—Even If You’re Not Ultra-Wealthy When most people think of estate planning, they think of a simple will. It feels straightforward—and for some, it’s enough. But for many families, especially those with property, retirement savings, or blended families, a will alone may not be sufficient. A trust can offer more control, less court involvement, and greater protection. It’s...
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May 9, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Starting a Family Feud)

Estate planning is a sensitive but essential conversation to have with aging parents. Without it, families risk confusion, costly legal battles, and fractured relationships. However, it is one of those conversations we always think we have more time. An uncomfortable conversation, we kick down the road and think, we’ll do it tomorrow. Why You Should Start the Estate Planning Conversation...
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May 8, 2025

The 5 Biggest Estate Planning Mistakes to Avoid in Your 40s and 50s

Your 40s and 50s are pivotal decades for estate planning. While many financially savvy individuals recognize the importance of preparing for the future, costly mistakes still happen-mistakes that can derail inheritances, trigger unexpected taxes, or ignite family conflicts. Understanding and avoiding these common pitfalls can protect your legacy and provide peace of mind for you and your loved ones. Why...
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January 10, 2025

Comprehensive Estate Planning Document Checklist

Estate planning is a crucial process that serves two primary purposes: managing your assets during your lifetime and ensuring their proper distribution after your death. Working with an experienced attorney is essential to create an optimal plan that protects you and your heirs. Essential Estate Planning Documents Last Will and Testament Your Will is a fundamental document that serves as...
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Charitable Remainder Trusts
August 1, 2024

What Types of CRTs Are There?

There are two major types of Charitable Remainder Trusts: These types of Charitable Remainder Trusts are irrevocable trusts that allow for an individual to grant assets to a charity while receiving annual income for a set period of time or for life.  An irrevocable trust means, once the trust is set up, changes cannot be made. When the assets are...
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Important information about our firm is on our Disclosures page. You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation.  Important information about our firm is on our Disclosures page.

You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD), website and, for brokerage registrations, on FINRA's BrokerCheck.
This website is for general information only. It is not legal, professional about your situation.

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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085