Long-Term Care Lapse Logistics / York, PA

In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term care policy, photocopy the page listing the company, policy

Medicare Rehab Requirements Relaxed? York, PA

What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical therapy only as long as that PT was helping you

Estate Planning With A Life Estate / York, PA

Probate court is no one's idea of fun, so it's something you may want to spare your heirs when they inherit your home. One simple tool for doing that: a

When Children Are Responsible For The Nursing Home Bill / York, PA

If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could potentially be held legally responsible for their care

A Medicaid Primer 101 / York, PA

If you have elderly parents, don’t wait to learn about Medicaid — sometimes referred to by a litany of other state names, like Medi-Cal and MassHealth. What is your Medicaid

Unequal Inheritances – Handle With Care / York, PA

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do to try to keep the

Planning Your Family Business Legacy / York, PA

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business has its own unique issues,

Family Wealth And Financial Entropy / York, PA

The numbers also show that roughly one in three businesses pass to the next generation.  Just about 10% of family businesses pass to the grandchildren’s generation.  Still fewer make it

Planning Your Family Business Legacy in York, Pennsylvania

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business has its own unique issues,