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
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
Alzheimer’s and Planning for the Future / York, PA
More than 5 million people live with Alzheimer’s, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one
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
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
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
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
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
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
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
No (Patriot) Games When It Comes to Tom Clancy’s Estate / York, PA
Tom Clancy made his fortune writing techno-thrillers featuring the exploits of CIA analyst Jack Ryan. Now, less than a year after the author’s death at
Just One Question: What is Estate Planning? / York, PA
What is estate planning? Do you think it is only for the rich? One of the greatest gifts you can leave your loved ones is