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If you have or think you might eventually have a total net estate worth more than $5,450,000 for an individual or $10,900,000 for a married

It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don't drop

          Join us on Saturday, October 1st from 9am—5pm or Sunday October 2nd from 11am—5 pm at the York Expo Center,

Come visit us at our booth on September 28, 2016 • 9 a.m. – 2 p.m. at the York Expo Center Memorial Hall East 334

If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.

“Over time, many people have wished that Social Security would become more user-friendly and quicker to provide its "customers" (you and me) with special services

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

Comedic actor Gene Wilder, who died last week at age 83 from complications of Alzheimer's disease, didn’t tell anyone about his illness for at least

Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common?Each died without an estate