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Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

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The IRS is Uneasy about Easement Valuations / York, PA

The IRS is Uneasy about Easement Valuations / York, PA

The big problem with facade easements is valuation. Knowing something is of value is one thing. However, being able to prove the value is something

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Handing Down a Headache and Not a Home: Pitfalls of the Reverse Mortgage / York, PA

Handing Down a Headache and Not a Home: Pitfalls of the Reverse Mortgage / York, PA

Similar scenes are being played out throughout an aging America, where the children of elderly borrowers are learning that their parents’ reverse mortgages are now

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Long-Term Care Lapse Logistics / York, PA

Long-Term Care Lapse Logistics / York, PA

In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term care policy, photocopy the

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Medicare Rehab Requirements Relaxed? York, PA

Medicare Rehab Requirements Relaxed? York, PA

What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical therapy only as long as

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Estate Planning With A Life Estate / York, PA

Estate Planning With A Life Estate / York, PA

Probate court is no one’s idea of fun, so it’s something you may want to spare your heirs when they inherit your home. One simple

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When Children Are Responsible For The Nursing Home Bill / York, PA

When Children Are Responsible For The Nursing Home Bill / York, PA

If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could potentially be held

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A Medicaid Primer 101 / York, PA

A Medicaid Primer 101 / York, PA

If you have elderly parents, don’t wait to learn about Medicaid — sometimes referred to by a litany of other state names, like Medi-Cal and

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Unequal Inheritances – Handle With Care / York, PA

Unequal Inheritances – Handle With Care / York, PA

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do

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Planning Your Family Business Legacy / York, PA

Planning Your Family Business Legacy / York, PA

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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Family Wealth And Financial Entropy / York, PA

Family Wealth And Financial Entropy / York, PA

The numbers also show that roughly one in three businesses pass to the next generation. Just about 10% of family businesses pass to the grandchildren’s

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Planning Your Family Business Legacy in York, Pennsylvania

Planning Your Family Business Legacy in York, Pennsylvania

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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