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Medicaid Spend-Down Litigation Shows Need for Wise Planning / York, PA

Medicaid Spend-Down Litigation Shows Need for Wise Planning / York, PA

The Buckeye State is hot water over its interpretation of federal rules governing the use of Medicaid funds. In 2013, a group of elderly residents

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Rare Books in an Estate: What to Do? / York, PA

Rare Books in an Estate: What to Do? / York, PA

One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know

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Money Tips for Families / York, PA

Money Tips for Families / York, PA

Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be

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Hey, Let’s Talk About Death! York, PA

Hey, Let’s Talk About Death! York, PA

No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend

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Millennials Don’t Know How to Save / York, PA

Millennials Don’t Know How to Save / York, PA

People younger than 35 are not saving money, according to a study by Moody’s Analytics. In fact, their savings rate has dipped to negative 2%,

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Business Owners and Rising Taxes / York, PA

Business Owners and Rising Taxes / York, PA

As changes to the American Taxpayer Relief Act and the Affordable Care Act of 2012 become effective, business owners are facing escalating tax rates. Insightful

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Happy Birthday! So, How Well Are You Driving Lately? / York, PA

Happy Birthday! So, How Well Are You Driving Lately? / York, PA

Every day in America, roughly 10,000 people turn age 65. To help keep roadways safe as America grays and to help preserve the freedom of

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Be a Sweetheart and Remember Your Better Half in Estate Planning / York, PA

Be a Sweetheart and Remember Your Better Half in Estate Planning / York, PA

What should you and your spouse do if you own your house, are retired, with a high six-figure nest egg, and no will or trust?

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Take Aim and Include Your Firearm Collection in Your Estate Planning / York, PA

Take Aim and Include Your Firearm Collection in Your Estate Planning / York, PA

For those who have valuable weapons or collect firearms, how the guns should be handled after the owner’s death can be a concern. If heirs

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Documents Needed in Estate Planning / York, PA

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

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A Quick Look at Grantor Trusts / York, PA

A Quick Look at Grantor Trusts / York, PA

Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize

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You Can Forget about Estate Planning Mistakes! / York, PA

You Can Forget about Estate Planning Mistakes! / York, PA

The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is

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