The Wyomissing Public Library is holding an informational session on protecting seniors from scams, fraud and exploitation. The program will be presented by the Senior Protection Unit of the ...

Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

We all own “stuff,” with some of us owning more “stuff” than others. And when we each pass away, we will be unable to take ...

AI-powered client screening helps estate planners filter risky prospects and conduct due diligence before asset transfers ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

The One Big Beautiful Bill Act of 2025 introduces significant changes to estate and tax planning. While discussions often focus on high-net-worth families, these changes affect everyone, from young ...

It’s never fun to think about death, especially your own, but estate planning is extremely important. It’s unpleasant but by planning ahead and getting your affairs in order, it makes it much easier ...

As the year comes to an end, it is a good idea for one to consider reviewing their estate plans, especially if various ...