Current Issues

Many issues bring many questions. What documents do I need for my estate plan? How can I help Mom and Dad with long term care planning? What are my duties now that I have been appointed as an Executor? Is a trust something that makes sense for us? How about powers of attorney? What is the current tax situation for Pennsylvania inheritance and Federal estate taxes? How do they affect inherited assets? We are currently providing initial consultations at no charge for these estate related issues as well as those affecting your income taxes, IRS issues & organization and planning for small businesses.

2370 York Rd. Ste. A-6
Jamison, PA 18929
Telephone (215) 343-1320
Fax (215) 343-1326