When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court
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Don’t Forget the Cranberries … or the Estate Planning! / York, PA
Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for
Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA
The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may
Now That’s Awkward!
An awkward part of estate planning is telling your kids how much — or how little — they’ll get. Here’s how a financial planner can
How to Care for Aging Parents
Dealing with aging parents is not only tough emotionally, but financially. A Caring.com report found that nearly half of family caregivers spend more than $5,000
World War II Veteran Victim of Elder Abuse
Elder abuse is a term that means someone is knowingly, intentionally or negligently causing harm or a serious risk to a senior. When Michael Casler
The Basics of Estate Planning
Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50
A Quick Review of the Living Trust
A living trust has advantages that a will can’t offer, so you may want to keep both. A revocable living trust is similar to a
Who Gets What? / York, PA
The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations
Where There’s a Will … / York, PA
There are a multitude of mistakes that people make when it comes to putting together their wills. These include naming of executors and custodians, trying
Kids: Don’t Fight! / York, PA
Many people think sibling feuds only occur when we are young. In some cases this is true, but for some siblings this feud can continue
What’s Your Money Mindset? / York, PA
According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds
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