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Why Do You Need a Will? / York, PA

Why Do You Need a Will? / York, PA

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

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How to Designate Beneficiaries / York, PA

How to Designate Beneficiaries / York, PA

Retirement accounts, life insurance and similar items have become an important part of many people's estate plans. In some cases, they are the only estate

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Can You Trust Your Doctor with Your Will? / York, PA

Can You Trust Your Doctor with Your Will? / York, PA

Doctors are normally viewed as trustworthy. We trust them with our lives. A lawsuit in New York suggests that it might not be wise to

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Families at War in New Zealand / York, PA

Families at War in New Zealand / York, PA

The legal system in New Zealand is similar to that in the United States, including the estate laws. As is true in the United States,

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Plot to Steal from the Dead / York, PA

Plot to Steal from the Dead / York, PA

When someone passes away without any heirs, his or her property is supposed to go to the state. In Philadelphia, however, the police allege that

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Heirs Sue over Nazi Loot / York, PA

Heirs Sue over Nazi Loot / York, PA

When the Nazis took over territory during World War II, they looted many valuable items from the homes of fleeing and imprisoned Jews. The process

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A Discussion about Trustees / York, PA

A Discussion about Trustees / York, PA

Selecting the executor of your estate or a trustee is one of the most important decisions in estate planning. A recent Investing Daily article, titled

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Alzheimer’s and Planning for the Future / York, PA

Alzheimer’s and Planning for the Future / York, PA

More than 5 million people live with Alzheimer's, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one

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IRAs and The Supreme Court / York, PA

IRAs and The Supreme Court / York, PA

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

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Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for

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Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

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Now That’s Awkward!

Now That’s Awkward!

An awkward part of estate planning is telling your kids how much — or how little — they'll get. Here's how a financial planner can

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