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Texting Your Will

Texting Your Will

In the U.S., laws about what constitutes a valid legal will have not changed very much since the Declaration of Independence. Most states still follow

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Looking Past Simple Answers On The Estate Tax / York, PA

Looking Past Simple Answers On The Estate Tax / York, PA

What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open

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Caring For All Of The Family Members: Pet Trusts / York, PA

Caring For All Of The Family Members: Pet Trusts / York, PA

Owners cannot leave money to their pets, nor can pets own property. But owners who consider their companions to be integral members of the family

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To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

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To Marry Or Not To Marry, But To Plan Accordingly Either Way / York, PA

To Marry Or Not To Marry, But To Plan Accordingly Either Way / York, PA

Lawyers urge unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit assets. Many couples ignore the advice

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To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

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Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

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Handing Down a Headache and Not a Home: Pitfalls of the Reverse Mortgage / York, PA

Handing Down a Headache and Not a Home: Pitfalls of the Reverse Mortgage / York, PA

Similar scenes are being played out throughout an aging America, where the children of elderly borrowers are learning that their parents’ reverse mortgages are now

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