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I Want Dad’s Fishing Gear! / York, PA

I Want Dad’s Fishing Gear! / York, PA

Deciding who gets Grandma’s pie plate or Dad’s collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about

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‘Tis the Season to Think about Gifting / York, PA

‘Tis the Season to Think about Gifting / York, PA

When you mention “gifting” what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to

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Financial Success in The New Year / York, PA

Financial Success in The New Year / York, PA

So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to

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Do You Get An “A” for Your Retirement Planning? / York, PA

Do You Get An “A” for Your Retirement Planning? / York, PA

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

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Single People and Estate Planning / York, PA

Single People and Estate Planning / York, PA

The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

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A Few Words on Perpetual Trusts / York, PA

A Few Words on Perpetual Trusts / York, PA

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance

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Make Estate Planning Your New Year’s Resolution / York, PA

Make Estate Planning Your New Year’s Resolution / York, PA

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially

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Don’t Leave Your Estate Planning To “The Beaver” / York, PA

Don’t Leave Your Estate Planning To “The Beaver” / York, PA

Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very

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Advice for Divorce after Age 50 / York, PA

Advice for Divorce after Age 50 / York, PA

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.

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Check Your Estate Planning List Twice, Just Like Santa / York, PA

Check Your Estate Planning List Twice, Just Like Santa / York, PA

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

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It’s That Time of Year / York, PA

It’s That Time of Year / York, PA

It is the giving time of year, and whether your gift is in another person’s name to a charity, or as a donation directly to

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Planning Caregiving for Seniors / York, PA

Planning Caregiving for Seniors / York, PA

There are a number of reasons that conflicts occur when multiple family members are involved in caregiving. Hopefully, there is a common goal of meeting

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