I, unfortunately, frequently encounter situations where legal mistakes made during a lifetime can create a mess at death … Sometimes even a good estate plan
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Graduation Gifts: Gifting For A Good Future And Not Just A New Car / York, PA
There is a jarring lack of parental control when high school and college seniors come into some cash upon graduation – anything from a $100
Building The Plan For The Things You Care About, Even Houseplants / York, PA
Ms. Scoratow has no children. Her siblings don’t share her enthusiasm for indoor greenery. So last year she put a provision in her will granting
Is Your Spouse In On The Plan? / York, PA
Make sure your spouse knows your financial advisor and account information before you die. As traditional wedding vows put it “until death do us part,”
How Do You Stop “Shirtsleeves To Shirtsleeves”? / York, PA
The basis of modern financial management rests on the promise that you can pass along what’s left to future generations. Yet, the likelihood of your
Making Inheritance The Incentive / York, PA
Putting conditions on inheritances can offer incentives to heirs With great wealth comes great responsibility. On the other hand, great wealth can also mean great
Planning And Strategic Gift-Giving / York, PA
While many popular gifting strategies involve charities, gifting to family members can be equally rewarding. Here are a few easy approaches that can reduce or
Finding The Right Care For The Needs You Have / York, PA
How do I know what kind of caregiver my family member needs? As those of us with elderly loved ones can attest, finding the right
Estate Planning For A Collector / York, PA
Get expert help when passing on collectibles that have financial value. Pulling together a great collection of anything can take a great deal of effort
Knowing Better Than The Professionals: New Medicare Rules And Knowing Your Rights / York, PA
Starting this year, the key criterion for [Medicare} coverage is a demonstrated need for skilled care – even if the patient isn’t expected to improve.
Ask The Right Questions And Don’t Overlook The Details / York, PA
Estate planning isn’t exactly my idea of fun, but it’s absolutely necessary. Just like you’re planning for retirement, you need to plan for the inevitable.
An Estate With No Family To Pass It To: Motivations To Charity / York, PA
WHETHER it’s treasured pearl earrings or a vintage camera, a house or what’s left of your life savings, deciding who should inherit your worldly goods