Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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Does Your Estate Plan Still Need a Trust?

Rick Rodgers

Estate tax exemp­tions are much higher than they once were. As a result, it may be worth­while to review your estate plan and terminate trusts that are no longer needed.

Reporting to Credit Agencies after Death

Robin Russo

Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.

Estate Planning for Pets

Patrick Carney

Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.

6 Reasons to File an Amended Tax Return

Rick Rodgers

You probably just finished filing your tax return for 2018 and you’re thankful that it’s done for another year. The last thing you want to think about now is amending…

7 Steps to Take When You Inherit an IRA

Rick Rodgers

An IRA can be a wonderful account to inherit. However, the rules are complex and errors can be costly. There are some great tax advan­tages if you handle the inher­i­tance correctly.…

Planning Estates with IRAs

Lee Pelko

People think that naming heirs in a will is enough. We’ll explain why adding them as benefi­ciaries on an IRA account is important on this edition of Project Wealth.

Pennsylvania: Good State To Retire In, Bad State To Die In

Patrick Carney

While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inher­i­tance tax is really something that all Pennsyl­va­nians need to consider.