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About: I am a sole proprietor and pride myself on paying ALOT of attention to client situations and circumstances. I prepare the legal instruments (wills, trusts and powers of attorney) and can prepare appropriate tax returns (federal and state) to repor...
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About: As Director of Legacy Planning at SEI, I provide advice in the areas of estate planning, wealth transfer, philanthropy and tax implications of that advice for ultra-high new worth and high net worth individuals and families. My responsibilities in...
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About: Latisha is very involved in the community. She is a Board member and Events Committee member of the Greater Reading Young Professionals, a Women's Conference Committee member of the Greater Reading Chamber of Commerce and Industry, a member of the...
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About: I work closely with individuals and businesses on sophisticated estate planning and administration issues impacting wealth preservation. This includes the preparation of sophisticated estate plans designed to control and preserve wealth from one g...
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About: My trusts and estates law practice focuses on advising individuals and families on a full spectrum of complex estate planning matters, including wills, trusts, closely held businesses (limited liability companies, limited partnerships and business...
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About: Stephanie concentrates her practice in Estate Planning and Estate and Trust Administration and Wealth Transfer and Succession Planning. She has helped her clients find personalized solutions to meet their estate planning goals through the use of ...
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