Estate Planning

Blog posts by Rodgers & Associates on the subject of estate planning, including topics like planned giving to heirs, passing wealth through generations, and minimizing taxes


What is The Widow’s Tax and How Will It Affect Me?

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The widow/widower tax affects the income of the surviving spouse once their partner passes away.

Protect Your Family by Planning Your Wealth Transition Now

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Ask the right questions now, and gain peace of mind for you and your family.

Meet Your Retirement Goals First, Then Help the Kids

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Should you offer financial assistance to your children?

Financial Planning for Families with Special-Needs

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It’s important to start early.

A Will Does Not Allocate All of Your Estate Assets

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In many cases there are two separate groups of assets to be addressed.

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

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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.

Do You Have an Estate Plan or Just a Fancy Piece of Paper?

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Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.

How To Plan For a Potential Decline in Financial Capacity

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Plan now to avoid a serious problem later.

The Missing Piece to Robin Williams' Estate Plan: A Guidance Memo

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You could help save your family a lot of stress and confusion.

Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.

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6 significant differences between IRAs and other financial assets.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Since 2002 Mark Eisenberger has been helping people just like you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and, if you wish, can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437