Skip to content

Blog

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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS