A new federal rule has taken effect aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the
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Veterans: The Importance of Keeping Those Military Papers in a Safe and Known Place / York, PA
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
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
Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA
It’s no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. She outlined her wishes in her 2012
Baby Boomers, Pay Attention! / York, PA
When planning for retirement, boomers need to consider two scenarios: what happens to their estate when they die, and what happens to the estate if
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 Happens to Your Digital Assets When You Die? / York, PA
Can you bequeath your iTunes collection in your will? Does anyone know you have Bitcoins or money in a PayPal account? If you’ve accumulated virtual
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
Lauren Bacall Had an Estate Plan with a Happy Ending / York, PA
The coverage of Lauren Bacall’s death last week has been like paging through a scrapbook of the Golden Age of Hollywood — where she was
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
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