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
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
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
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
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
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
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
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.
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
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.
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)
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