Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million
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Need I Be Spoiled to Have a Trust? / York, PA
Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single
WWII Hero Victim of Elder Abuse / York, PA
A forensic accountant’s report earlier this year showed what friends of a now-deceased 88-year-old Eldora man had been reporting to authorities for years: A caregiver
A Trust Is Still a Good Idea / York, PA
Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of
Plan Ahead!! / York, PA
AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can
Rare Books in an Estate: What to Do? / York, PA
One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know
Money Tips for Families / York, PA
Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be
Hey, Let’s Talk About Death! York, PA
No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend
Be a Sweetheart and Remember Your Better Half in Estate Planning / York, PA
What should you and your spouse do if you own your house, are retired, with a high six-figure nest egg, and no will or trust?
Take Aim and Include Your Firearm Collection in Your Estate Planning / York, PA
For those who have valuable weapons or collect firearms, how the guns should be handled after the owner’s death can be a concern. If heirs
Documents Needed in Estate Planning / York, PA
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing
A Quick Look at Grantor Trusts / York, PA
Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize