Skip to content

Blog

Longer Lives Means More Estate Planning / York, PA

Longer Lives Means More Estate Planning / York, PA

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

Read More
Need I Be Spoiled to Have a Trust? / York, PA

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

Read More
WWII Hero Victim of Elder Abuse / York, PA

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

Read More
A Trust Is Still a Good Idea / York, PA

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

Read More
Plan Ahead!! / York, PA

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

Read More
Rare Books in an Estate: What to Do? / York, PA

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

Read More
Money Tips for Families / York, PA

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

Read More
Hey, Let’s Talk About Death! York, PA

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

Read More
Be a Sweetheart and Remember Your Better Half in Estate Planning / York, PA

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?

Read More
Take Aim and Include Your Firearm Collection in Your Estate Planning / York, PA

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

Read More
Documents Needed in Estate Planning / York, PA

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

Read More
A Quick Look at Grantor Trusts / York, PA

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

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS