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
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
Legal Mistakes, Cut-Corners, And The Inheritance Of Litigation / York, PA
I, unfortunately, frequently encounter situations where legal mistakes made during a lifetime can create a mess at death … Sometimes even a good estate plan
Graduation Gifts: Gifting For A Good Future And Not Just A New Car / York, PA
There is a jarring lack of parental control when high school and college seniors come into some cash upon graduation – anything from a $100
Building The Plan For The Things You Care About, Even Houseplants / York, PA
Ms. Scoratow has no children. Her siblings don’t share her enthusiasm for indoor greenery. So last year she put a provision in her will granting
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