When planning for retirement, boomers need to consider two scenarios: what happens to their estate when they die, and what happens to the estate if
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Don’t Get Scammed! / York, PA
Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.
What Happens to Your Digital Assets When You Die? / York, PA
Can you bequeath your iTunes collection in your will? Does anyone know you have Bitcoins or money in a PayPal account? If you’ve accumulated virtual
What If …? / York, PA
A 39-year-old married man with two young children has an extremely successful career. One day he started to feel unwell. Eventual checkups led to a
Lauren Bacall Had an Estate Plan with a Happy Ending / York, PA
The coverage of Lauren Bacall’s death last week has been like paging through a scrapbook of the Golden Age of Hollywood — where she was
The Federal Government Releases the Elder Justice Roadmap / York, PA
The federal government has introduced a major new initiative to combat rising abuse and exploitation of the elderly — the “Elder Justice Roadmap,” a comprehensive
Medicare and Medicaid and What They Mean for You / York, PA
Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both programs provide health coverage, but Medicare is an “entitlement” program, meaning
Do I Really Need a Will? Answer: YES! / York, PA
Really? Haven’t we covered this enough? If you don’t have a will, you’re probably thinking, “my situation is pretty straight forward.” So how basic does
A Checklist for When a Loved One Passes Away / York, PA
Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. Have
RMDs, Tax Rates, and Your Children / York, PA
Many individuals have substantial IRAs, yet they have no need to tap the account for retirement income. Generally, they’ll take only required minimum distributions (RMDs)
Robin Williams Set Up a Trust: What About You? / York, PA
Robin Williams was many things — a genius comedian, an Academy Award winning actor and generous philanthropist. He was also a father. Early reports suggest
A Planning “Must Do” For New Parents / York, PA
There are countless things to consider and evaluate when you are going to become parents. In addition to all of the new furniture purchases, college