Archives: Newsletters

OCTOBER 2016 NEWSLETTER

Tuesday, October 10, 2017

Important Updates to Pennsylvania’s Unclaimed Property Laws And Your Retirement Plan Accounts A new law recently went into effect in Pennsylvania that will change when property is considered to be “abandoned” and... Continue Reading

October 2017 Newsletter

Friday, October 6, 2017

THE SPOUSAL LIFETIME ACCESS TRUST (“SLAT”) AS AN ADVANCED ESTATE PLANNING TECHNIQUE A Spousal Lifetime Access Trust (“SLAT”) is a form of “bypass trust” created during life rather than at death. What this means is... Continue Reading

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