There are a lot of books on retirement planning. I attempt to find ones that will cut through the clutter of confusion and help reduce
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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.
What If …? / York, PA
A 39-year-old married man with two young children has an extremely successful career. One day he started to feel unwell. Eventual checkups led to a
Do I Really Need a Will? Answer: YES! / York, PA
Really? Haven’t we covered this enough? If you don’t have a will, you’re probably thinking, “my situation is pretty straight forward.” So how basic does
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
A Planning “Must Do” For New Parents / York, PA
There are countless things to consider and evaluate when you are going to become parents. In addition to all of the new furniture purchases, college
Am I Too Young To Plan My Estate? York, PA
=After what sometimes seems like endless years spent raising a child, their adulthood—and all the rights that go with it—may creep up suddenly. And much
Plan Ahead and Set Up Guardianships! / York, PA
Although it may not be pleasant to consider, it’s important to have a plan in place for what happens to your children in the event
Famous Actor’s Estate: Learn From Oscar Winner What Not To Do! / York, PA
Phillip Seymour Hoffman, an accomplished actor, died suddenly in February at age 46 of a suspected drug overdose. Seymour had a long-term companion, Marianne O’Donnell,
Second Marriages Can Cause Estate Planning Issues If Not Handled Properly / York, PA
Estate planning with one family is hard enough. For families with a mix of biological children and stepchildren, first spouses and second spouses, making out
The Basics: Identifying Your Assets Is The Start Of a Good Estate Plan / York, PA
Few people relish estate planning. After all, deciding how you want your assets distributed after you die can serve as an unnerving reminder of your
Any Guess What The Top Mistake Is In Estate Planning? / York, PA
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored