Consider the experience of John J. Scroggin, who runs a tax business and estate-planning firm in Atlanta. His father, who died in 2001, wanted to
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Retirement Planning: Start Now! / York, PA
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
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











