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Category: Estate Planning, Gifts & Trusts

Estate Planning
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 Category Estate Planning, Gifts & Trusts, Latest News, Recent Announcements

Estate Planning: An Introduction

September 18, 2020
Who should consider estate planning? The general assumption we often hear is that it is...
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Ready for Retirement
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 Category Estate Planning, Gifts & Trusts, Financial Planning, Latest News, Recent Announcements

Have You Saved Enough to Retire?

August 27, 2020
Do you think you will have enough saved for retirement?  A new rule initiated by...
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Rollover Relief
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 Category Advisor, Estate Planning, Gifts & Trusts, Latest News, Recent Announcements, Tax & Compliance

Rollover Relief for Required Minimum Distributions

August 18, 2020
Did You Take a Required Minimum Distribution for 2020? The CARES Act, enacted in March...
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Richar J. Petrucci, Jr.
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 Category Advisor, Estate Planning, Gifts & Trusts, Latest News, Recent Announcements, Tax & Compliance

Richard J. Petrucci, Jr. Joins PG&Co as Partner

July 30, 2020
We are proud to announce that Richard J. Petrucci, Jr., JD, CFP®, will join the...
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(401) 831-0200
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