ABLE ACCOUNTS ARE NOW AVAILABLE IN PENNSYLVANIA FOR DISABLED INDIVIDUALS As of April 3, 2017, individuals with qualifying disabilities in Pennsylvania will be able to open tax advantaged savings accounts known as ABLE accounts... Continue Reading
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
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