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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

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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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Estate Planning And The Battle Of The Sexes / York, PA

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

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Have Trust In Your Spouse, But Have A Trust Before Getting Married / York, PA

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

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Estate Planning Objectives For Married Couples / York, PA

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

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