Estate Planning Essentials

Q4 2025 Market Update & End of Year Outlook Q4 in one line: Market conditions reflected continued momentum supported by easing policy expectations, while elevated valuations, lingering inflation pressures, and geopolitical risks reinforced the need for disciplined positioning. Our clients at Mainline Capital continue to take advantage of market conditions using a systematic approach—including continuous risk monitoring and measured, client-specific allocation decisions—to sup

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