“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
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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
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
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
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
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
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
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
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
Estate Planning And The Battle Of The Sexes / York, PA
Got a plan? Whether you’re single or married, divorced or widowed, a parent or not, you need an estate plan. That’s true for men and
Have Trust In Your Spouse, But Have A Trust Before Getting Married / York, PA
Is there a better way to retain your separate assets in a marriage and after a divorce that doesn’t require the prenup conversation? For some
Estate Planning Objectives For Married Couples / York, PA
If you asked 10 different couples what their estate planning objectives are, you would probably receive 10 different answers. However, upon deeper probing, you would