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A Real Life Case of When There’s No Will / York, PA

A Real Life Case of When There’s No Will / York, PA

The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of

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Why Do You Need a Will? / York, PA

Why Do You Need a Will? / York, PA

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

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IRAs and The Supreme Court / York, PA

IRAs and The Supreme Court / York, PA

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

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Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

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Now That’s Awkward!

Now That’s Awkward!

An awkward part of estate planning is telling your kids how much — or how little — they’ll get. Here’s how a financial planner can

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Who Gets What? / York, PA

Who Gets What? / York, PA

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations

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Kids: Don’t Fight! / York, PA

Kids: Don’t Fight! / York, PA

Many people think sibling feuds only occur when we are young. In some cases this is true, but for some siblings this feud can continue

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Why Wait? / York, PA

Why Wait? / York, PA

The number of Malaysians making wills has soared following the recent airline tragedies. An estate planning firm here has reported a 40 per cent increase

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No (Patriot) Games When It Comes to Tom Clancy’s Estate / York, PA

No (Patriot) Games When It Comes to Tom Clancy’s Estate / York, PA

Tom Clancy made his fortune writing techno-thrillers featuring the exploits of CIA analyst Jack Ryan. Now, less than a year after the author’s death at

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Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA

Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they’ve also provided two positive models

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Just One Question: What is Estate Planning? / York, PA

Just One Question: What is Estate Planning? / York, PA

What is estate planning? Do you think it is only for the rich? One of the greatest gifts you can leave your loved ones is

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Your Plan for the 529 Plan / York, PA

Your Plan for the 529 Plan / York, PA

The $5 million exemption from federal estate tax eliminates the need for many to do complex estate planning. Because the exemption amount is indexed for

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