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Estate Planning For A Collector / York, PA

Estate Planning For A Collector / York, PA

Get expert help when passing on collectibles that have financial value. Pulling together a great collection of anything can take a great deal of effort

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Knowing Better Than The Professionals: New Medicare Rules And Knowing Your Rights / York, PA

Knowing Better Than The Professionals: New Medicare Rules And Knowing Your Rights / York, PA

Starting this year, the key criterion for [Medicare} coverage is a demonstrated need for skilled care – even if the patient isn't expected to improve.

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Ask The Right Questions And Don’t Overlook The Details / York, PA

Ask The Right Questions And Don’t Overlook The Details / York, PA

Estate planning isn’t exactly my idea of fun, but it’s absolutely necessary. Just like you’re planning for retirement, you need to plan for the inevitable.

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An Estate With No Family To Pass It To: Motivations To Charity / York, PA

An Estate With No Family To Pass It To: Motivations To Charity / York, PA

WHETHER it’s treasured pearl earrings or a vintage camera, a house or what’s left of your life savings, deciding who should inherit your worldly goods

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Caring For All Of The Family Members: Pet Trusts / York, PA

Caring For All Of The Family Members: Pet Trusts / York, PA

Owners cannot leave money to their pets, nor can pets own property. But owners who consider their companions to be integral members of the family

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When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die

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The Conundrum Of Effective Charitable Giving / York, PA

The Conundrum Of Effective Charitable Giving / York, PA

In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher

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To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

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To Marry Or Not To Marry, But To Plan Accordingly Either Way / York, PA

To Marry Or Not To Marry, But To Plan Accordingly Either Way / York, PA

Lawyers urge unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit assets. Many couples ignore the advice

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To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

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Estate Planning By Rules, Not A Checklist / York, PA

Estate Planning By Rules, Not A Checklist / York, PA

There are basic rules and guidelines that apply to every estate plan, whether it is taxable or not. Draft an effective plan by paying attention

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Charity on “Spend-Down” Mode / York, PA

Charity on “Spend-Down” Mode / York, PA

More philanthropists are choosing to donate all of their foundations' assets within their lifetimes. Sometimes good things are built to last, and sometimes you decide

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