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IRAs and The Supreme Court / York, PA

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

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Who Gets What? / York, PA

Who Gets What? / York, PA

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations

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Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA

Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they’ve also provided two positive models

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Your Plan for the 529 Plan / York, PA

Your Plan for the 529 Plan / York, PA

The $5 million exemption from federal estate tax eliminates the need for many to do complex estate planning. Because the exemption amount is indexed for

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Worst Places To Die Next Year / York, PA

Worst Places To Die Next Year / York, PA

Moving to New York to avoid state death taxes? Really. John McManus, an estate lawyer in New Providence, N.J., has a retired client pulling in

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Keep Up Financially with the Changing Seasons / York, PA

Keep Up Financially with the Changing Seasons / York, PA

As the summer comes to an end and we head into the fall, a parallel can be drawn between the seasons of weather and the

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Estate Planning Is No Saturday Morning Project! / York, PA

Estate Planning Is No Saturday Morning Project! / York, PA

Americans, by and large, are do-it-yourselfers. Information abounds to help us tackle all kinds of situations — including estate planning. However, it might be best

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Estate Planning Lessons from the Late Anna Nicole Smith / York, PA

Estate Planning Lessons from the Late Anna Nicole Smith / York, PA

After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J.

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Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA

Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA

It’s no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. She outlined her wishes in her 2012

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Don’t Get Scammed! / York, PA

Don’t Get Scammed! / York, PA

Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.

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RMDs, Tax Rates, and Your Children / York, PA

RMDs, Tax Rates, and Your Children / York, PA

Many individuals have substantial IRAs, yet they have no need to tap the account for retirement income. Generally, they’ll take only required minimum distributions (RMDs)

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Robin Williams Set Up a Trust: What About You? / York, PA

Robin Williams Set Up a Trust: What About You? / York, PA

Robin Williams was many things — a genius comedian, an Academy Award winning actor and generous philanthropist. He was also a father. Early reports suggest

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