The most dangerous document an attorney can draft for a client is a Power of Attorney (POA). The POA allows another person – an “Agent” (typically a child, sibling, or trusted friend) – to perform financial transactions for another person [ Read More ]
estate administration
Slaying the Tax Dragon – Annuities
By Courtney Zeuner & Ken Russell Tax expertise. It is one of the most important areas that our clients rely upon us, especially as it relates to the Pennsylvania Inheritance Tax and the Federal Estate Tax. We, of course, provide [ Read More ]