No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend
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Millennials Don’t Know How to Save / York, PA
People younger than 35 are not saving money, according to a study by Moody’s Analytics. In fact, their savings rate has dipped to negative 2%,
Business Owners and Rising Taxes / York, PA
As changes to the American Taxpayer Relief Act and the Affordable Care Act of 2012 become effective, business owners are facing escalating tax rates. Insightful
Happy Birthday! So, How Well Are You Driving Lately? / York, PA
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
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