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
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
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,
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
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
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,
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
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
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
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
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
How to Care for Aging Parents
Dealing with aging parents is not only tough emotionally, but financially. A Caring.com report found that nearly half of family caregivers spend more than $5,000