For over 20 years we have been committed to helping you protect what is most important to you. We achieve this through our unique planning processes, which combine our services with your other key advisors, to give you the control and the ability to make a difference for your family, friends and business. We are dedicated to providing comprehensive, highly personalized planning services to individuals, couples, families and businesses in our four primary practice areas: Estate Planning, Business Services Center, Nonprofit Organizations, and Real Estate.

We also serve as a resource for accountants, insurance professionals and financial advisors, providing experience and innovative solutions with a practical, systematic approach to planning. We work as a team with other planning professionals to create client-centered plans. We also offer continuing education programs, joint marketing workshops and strategic advisor networks to assist financial advisors in increasing their business.


  • Where there’s a Will there’s a Way
    September 15, 2019
    Top Ten Strangest Will Bequests of all Time. Roses for Life - Comedian Jack Benny left some unusual instructions in his Will when he died in 1974. It took...
  • PA Laws
    10 New PA Laws Now in Effect That Could Affect Your Life
    March 21, 2019
    New laws in Pennsylvania are now active and each one is worth reading about because they could have a major impact on you or your business.
  • Document Protection During a Flood
    Three Essential Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
    March 7, 2019
    While Pennsylvania is not as prone to tornados, wildfires, and some of the other natural disasters seen in other parts of the country, planning for the unexpected is still...

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