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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

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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

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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?

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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

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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

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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

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You Can Forget about Estate Planning Mistakes! / York, PA

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

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Silly Questions? Not When It Comes to Your Will / York, PA

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.

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What’s the Death Tax? / York, PA

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

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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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