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
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
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
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
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
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.
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
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.
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
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
An Intermediary Care Service / York, PA
Caregiving is hard work and it is easy for caregivers to get burned out. Adult day care centers provide care and companionship in a group
Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA
It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their
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Latest Posts
- It’s Not Enough Just to Have Documents Proofed!
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- Celebrity Estate Planning Mistakes: More Lessons from the Rich and Famous
- What Celebrities Can Teach Us About Estate Planning: Lessons from Elvis to Gandolfini
- Why You Should Create An Asset Protection Trust