Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of
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Plan Ahead!! / York, PA
AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can
Medicaid Spend-Down Litigation Shows Need for Wise Planning / York, PA
The Buckeye State is hot water over its interpretation of federal rules governing the use of Medicaid funds. In 2013, a group of elderly residents
Rare Books in an Estate: What to Do? / York, PA
One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know
Money Tips for Families / York, PA
Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be
Hey, Let’s Talk About Death! York, PA
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
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
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