The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially
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Make Estate Planning Your New Year’s Resolution / York, PA
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
Advice for Divorce after Age 50 / York, PA
When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.
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
It’s That Time of Year / York, PA
It is the giving time of year, and whether your gift is in another person’s name to a charity, or as a donation directly to
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
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
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