Every day in America, roughly 10,000 people turn age 65. To help keep roadways safe as America grays and to help preserve the freedom of
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Happy Birthday! So, How Well Are You Driving Lately? / York, PA
Be a Sweetheart and Remember Your Better Half in Estate Planning / York, PA
What should you and your spouse do if you own your house, are retired, with a high six-figure nest egg, and no will or trust?
Take Aim and Include Your Firearm Collection in Your Estate Planning / York, PA
For those who have valuable weapons or collect firearms, how the guns should be handled after the owner’s death can be a concern. If heirs
Documents Needed in Estate Planning / York, PA
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing
A Quick Look at Grantor Trusts / York, PA
Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize
You Can Forget about Estate Planning Mistakes! / York, PA
The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is
Silly Questions? Not When It Comes to Your Will / York, PA
It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will.
What’s the Death Tax? / York, PA
State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are
Alternatives to a Reverse Mortgage / York, PA
If you’re 62 or older, you may be able to convert the equity in your home into cash with a reverse mortgage. This loan lets
A Real Life Case of When There’s No Will / York, PA
The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of
End of the Year Planning Starts Now / York, PA
As we approach the final months of 2014, it’s once again time to consider year-end tax, estate, and financial planning issues. A recent article in
Los Angeles to Focus on Crimes against the Elderly / York, PA
Calling elder abuse one of the most under-reported crimes in the city, Los Angeles officials announced plans to expand its efforts to protect senior citizens