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Qualified State Tuition Plans

If you are a parent or grandparent planning to contribute towards the education of a child or grandchild, a qualified state tuition plan is a tool to get the most out of your contributions. All states have established some...more

Obermayer’s Estate Planning newsletter - Summer 2014 - Snowbirds Beware: The Pennsylvania Tax Man Wants to Know Where Your Heart...

In this issue: - Snowbirds Beware: The Pennsylvania tax man wants to know where your heart is - Some reminders about Federal Estate and Gift Tax Exclusions - . . . and about IRAs - A consumer...more

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