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Alternatives to a Reverse Mortgage / York, PA

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

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A Real Life Case of When There’s No Will / York, PA

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

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Why Do You Need a Will? / York, PA

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

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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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Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for

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Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

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Now That’s Awkward!

Now That’s Awkward!

An awkward part of estate planning is telling your kids how much — or how little — they’ll get. Here’s how a financial planner can

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The Basics of Estate Planning

The Basics of Estate Planning

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50

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A Quick Review of the Living Trust

A Quick Review of the Living Trust

A living trust has advantages that a will can’t offer, so you may want to keep both. A revocable living trust is similar to a

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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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Kids: Don’t Fight! / York, PA

Kids: Don’t Fight! / York, PA

Many people think sibling feuds only occur when we are young. In some cases this is true, but for some siblings this feud can continue

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Why Wait? / York, PA

Why Wait? / York, PA

The number of Malaysians making wills has soared following the recent airline tragedies. An estate planning firm here has reported a 40 per cent increase

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