David Stork is a Wealth Director with Bryn Mawr Trust serving the Central Pennsylvania team based in Hershey. David leads an advice-driven cross-functional group of wealth advisors, investment advisors, and relationship managers to deliver extraordinary client experiences. David’s career in the financial services industry spans more than 20 years. He has a high level of technical experience in estate, tax, and financial planning issues. He is a resident of Lancaster, PA.
Read Articles by David Stork
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Understanding the Benefits of Spousal Lifetime Access Trusts
Most people are not subject to Federal Estate and Gift Tax because its exemption is currently set at $12,920,000[1], the…
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Passing on Wealth: Understanding the Differences Between Irrevocable and Revocable Trusts
One might see references to a trust in publications or on television. This begs the question “What is a trust?”…
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Financial Considerations When Caring for Elderly Parents
It may be difficult to think about your parents passing, so discussing their estate plan is often avoided. However, ensuring…
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Year-End Tax Planning Checklist – Steps to Maximize Your Financial Plan
Before the year comes to a close, there are some things you should review and consider with your overall financial…
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