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Wills, IRAs and Inheritance Pitfalls

Wills, IRAs and Inheritance Pitfalls

Most people aren’t aware that their wills don’t have the final say concerning assets held in retirement accounts — 401(k) plans and individual retirement accounts

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Test Tube Babies and Estate Planning / York, PA

Test Tube Babies and Estate Planning / York, PA

The illegitimate child who emerges from obscurity to claim a family inheritance is a staple of Victorian melodrama. Today, some families are grappling with a

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Of Capital Gains and Inherited Stock / York, PA

Of Capital Gains and Inherited Stock / York, PA

My uncle died a few months ago and left me some stock he purchased in the 1970s. I’d like to sell some of it, but

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Protecting Your Assets with a Nevada Trust / York, PA

Protecting Your Assets with a Nevada Trust / York, PA

“Are you interested in protecting your assets? I recently interviewed Provident Trust Group’s Neil Schoenblum, a Senior Trust Officer based in Nevada, on the value

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Dementia and Family Finances: the Glass Half Empty and the Need for Planning Early / York, PA

Dementia and Family Finances: the Glass Half Empty and the Need for Planning Early / York, PA

I’m a big believer that both spouses, or partners, of a couple be intimately familiar with their household’s finances and investments. But an eye-opening study

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Planning When the Sky is the Limit / York, PA

Planning When the Sky is the Limit / York, PA

For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma

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The Great Retirement and Estate Planning Balance, and the Great Roth IRA / York, PA

The Great Retirement and Estate Planning Balance, and the Great Roth IRA / York, PA

If you have a variety of accounts, such as a taxable brokerage account, a 401(k) or traditional individual retirement account and a Roth IRA, which

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The Keys to the Castle and the Control of the Trust / York, PA

The Keys to the Castle and the Control of the Trust / York, PA

One of the many important decisions to make when constructing an estate plan is determining who will serve in the role of trustee. Because a

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Planning for Your Special Needs Child / York, PA

Planning for Your Special Needs Child / York, PA

Not having a well-thought-out plan—or having no plan at all—to care for children with special needs once you're unable to could have a devastating impact

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Looking Past Simple Answers On The Estate Tax / York, PA

Looking Past Simple Answers On The Estate Tax / York, PA

What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open

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Retiring On Foreign Shores: How To Build The Plan / York, PA

Retiring On Foreign Shores: How To Build The Plan / York, PA

Retiring to another country can be a very attractive option.  Lower cost of living and health care expenses along with exotic locales and temperate climates

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Doctorly Thoughts On End-Of-Life Decisions / York, PA

Doctorly Thoughts On End-Of-Life Decisions / York, PA

“Why do doctors continue to provide high-intensity care for terminal patients but may personally forgo such care themselves at the end of life?” Planning for

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