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
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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
You Can Forget about Estate Planning Mistakes! / York, PA
The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is
Silly Questions? Not When It Comes to Your Will / York, PA
It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will.
What’s the Death Tax? / York, PA
State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are
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
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
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