If you own a business that you wish to pass on to your heirs, a Grantor Retained Annuity Trust (GRAT) can offer tax savings and other advantages. A GRAT is a popular method of transferring property tax -efficiently, such as stock in a closely-held business, to a trust in exchange for an annual payment (or
Andrew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout Harrisburg, Pennsylvania. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Andrew has more than a decade of experience in the financial services industry and held numerous positions in the Personal Financial Planning Group at The Vanguard Group. Earlier in his career, Andrew served as a practicing attorney, specializing in wills and trusts.
Andrew holds a JD from Widener University School of Law and a bachelor’s degree in Health Policy and Administration from Pennsylvania State University. He holds his Pennsylvania and New Jersey law licenses and his Series 6, 7, 24, 63, 65 Securities licenses, as well as his Pennsylvania Life, Variable Annuities, Accident ,and Health licenses.
Andrew is a member of the Financial Planning Association for the Central Pennsylvania Region and the Pennsylvania Bar Association.