Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Featured Team Member

Gregory K. Richards, J.D., CFP®

As the founder and owner of the firm, Greg is responsible for all client service, investment, insurance, tax and financial matters for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, Greg...

Scott A. Lumbatis, CIMA ®

As an Investment Strategist, Scott assists clients with investment portfolio design, rebalancing and trading. Scott also assists with the preparation of financial and retirement analyses, as well as with income tax preparation. Prior to...

Deborah K. Blouch

Debbie serves as a Client Service Assistant providing administrative support as it relates to communications with clients and outside firms and agencies. Specific responsibilities include estate planning support. Debbie began working...

Kelly Jo DiVittorio

As a Client Service Assistant, Kelly Jo assists with new account set up, account servicing, cashiering and distributions. Kelly Jo began working in financial services in 2009 as an assistant to Greg Richards. Prior to her working in...

Barbara Peightal

Barbara is responsible for firm accounting, office management, and tax planning/preparation for clients. She attended Indiana University of Pennsylvania where she received a bachelor’s degree in education. She has extensive...

Mark Skolka

As a Financial Paraplanner, Mark assists clients with insurance matters, account servicing and income tax planning and preparation. Mark assists advisors with financial planning analyses.

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