Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love
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Award Winning Director May Have Used Trust to Keep Estate Secret
A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how
Advice for Recent Retirees
For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot
I Want Dad’s Fishing Gear! / York, PA
Deciding who gets Grandma’s pie plate or Dad’s collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about
‘Tis the Season to Think about Gifting / York, PA
When you mention “gifting” what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to
Financial Success in The New Year / York, PA
So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to
Do You Get An “A” for Your Retirement Planning? / York, PA
In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80
Single People and Estate Planning / York, PA
The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the
A Few Words on Perpetual Trusts / York, PA
Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance
Don’t Leave Your Estate Planning To “The Beaver” / York, PA
Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very
Check Your Estate Planning List Twice, Just Like Santa / York, PA
During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is
Pointers for Year-End Planning by December 31 / York, PA
Every year end provides an opportunity to look back and then plan for next year. With the end of 2014 rapidly approaching, that opportunity would