An incentive trust is any trust that rewards beneficiaries with distributions for desired behavior. They are popular for people who fear that their heirs will
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Late NBA Owner’s Estate Owes Taxes, IRS Says
In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner
“Will you still need me? Will you still feed me? When I’m 64?”
The Beatles first released these quaint, clarinet-fueled lyrics in 1967 when the loving answer to these questions was a resounding, “Yes!” Traditional marriage vows echo
Brando “Coulda Been a Contenda” in Estate Planning
Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control … until it came
A Lesson to Our Younger Selves: Start Saving Now
Millennials. You’ve grown up in an ever-changing world of technology, pop culture and reality TV. Ask any other generation, and their list of career options
Elder Rights in Guardianship
This spring, Florida lawmakers will have a chance to stem abuses in the state’s little-understood adult guardianship system by taking up measures that would make
Financial Success in The New Year / York, PA
So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to
Do You Get An “A” for Your Retirement Planning? / York, PA
In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80
Need I Be Spoiled to Have a Trust? / York, PA
Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single
Plan Ahead!! / York, PA
AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can
Documents Needed in Estate Planning / York, PA
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing
Can You Trust Your Doctor with Your Will? / York, PA
Doctors are normally viewed as trustworthy. We trust them with our lives. A lawsuit in New York suggests that it might not be wise to











