One potential benefit of IRAs is creditor protection in the case of a bankruptcy. However, when you die, you may wonder if your beneficiaries are
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Time to Review your Financial Planning
Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time
Happy Belated 100th Birthday, Estate Tax!
Both President-Elect Trump and the Republicans in the House of Representatives have proposed to end the estate tax. Started in 1916, the tax was first
Advice for Retiring Snowbirds
Earlier in life, most folks say their responsibilities of family and work dictate where they live. But by age 61, most people believe they’re free
Get the Basic Estate Planning Docs Signed
Harrisburg Magazine’s recent article, “Protect Yourself,” recalls the case 25 years ago of a young woman named Terri Schiavo, who had a heart attack in
When We Should Stop Using the Word “Still”
By Cathy Bollinger, Managing Director of Embracing Aging, York County Community Foundation “My uncle is 83 and still drives.” “My grandma is 90 and still
Make the Most of Your Social Security
Few people realize that a few smart decisions concerning Social Security could significantly bump up your retirement income. So how do you do it? Kiplinger’s
Let’s Keep an Easy New Year’s Resolution
We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had
Give a Trusted Agent the Power of Your Power of Attorney
“Life is full of the unexpected,” says The Villager, in a recent article, “Power of attorney protects loved ones.” However, even though the future is
Beware of Financial Abuse of the Elderly
Scams targeting senior citizens are on the rise, so the real question isn’t if a scam will be tried, but when. TC Palm’s recent article,
Should I Just Copy and Paste an Estate Plan from the Internet?
Have you considered creating your own estate plan from a template on a website, instead of using the services of a qualified estate planning attorney?
Planning for Incapacity is Wise Move
Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we