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
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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
Caring For All Of The Family Members: Pet Trusts / York, PA
Owners cannot leave money to their pets, nor can pets own property. But owners who consider their companions to be integral members of the family
When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA
A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die
The Conundrum Of Effective Charitable Giving / York, PA
In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher
To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA
IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.
To Marry Or Not To Marry, But To Plan Accordingly Either Way / York, PA
Lawyers urge unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit assets. Many couples ignore the advice
To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA
IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.
Estate Planning By Rules, Not A Checklist / York, PA
There are basic rules and guidelines that apply to every estate plan, whether it is taxable or not. Draft an effective plan by paying attention