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
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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
A Real Life Case of When There’s No Will / York, PA
The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of
End of the Year Planning Starts Now / York, PA
As we approach the final months of 2014, it’s once again time to consider year-end tax, estate, and financial planning issues. A recent article
Los Angeles to Focus on Crimes against the Elderly / York, PA
Calling elder abuse one of the most under-reported crimes in the city, Los Angeles officials announced plans to expand its efforts to protect senior citizens
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
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
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,
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