Estate Planning

As we close the books on Q1 2026, the quarter delivered a more consequential outcome than our preliminary mid-March report anticipated. What appeared to be a sideways, volatile markets through March ended the quarter with a definitive negative print — the S&P 500's worst opening quarter since 2022. The combination of a persistent oil shock, Supreme Court rulings reshaping trade policy, and a Federal Reserve navigating between inflation and a weakening labor market created an

Estate and financial planning are not just for the wealthy or retired. They are essential components of responsible financial stewardship at every stage of life. In Pennsylvania, proper planning is especially important due to unique inheritance tax rules, probate procedures, and healthcare considerations. At its core, estate and financial planning ensure that: Your assets are distributed according to your wishes Your family avoids unnecessary taxes, delays, and court involvem