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Sing For A Cure

Sing For A Cure

I recently performed in the lipsync contest called Sing For A Cure at York College. Sing For A Cure is a charity event to raise

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Planning And Strategic Gift-Giving / York, PA

Planning And Strategic Gift-Giving / York, PA

While many popular gifting strategies involve charities, gifting to family members can be equally rewarding. Here are a few easy approaches that can reduce or

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When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die

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Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

Handing Down the Family Home: A Potentially Dangerous Gesture / York, PA

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

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The IRS is Uneasy about Easement Valuations / York, PA

The IRS is Uneasy about Easement Valuations / York, PA

The big problem with facade easements is valuation. Knowing something is of value is one thing. However, being able to prove the value is something

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Unequal Inheritances – Handle With Care / York, PA

Unequal Inheritances – Handle With Care / York, PA

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do

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Planning Your Family Business Legacy / York, PA

Planning Your Family Business Legacy / York, PA

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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Family Wealth And Financial Entropy / York, PA

Family Wealth And Financial Entropy / York, PA

The numbers also show that roughly one in three businesses pass to the next generation.  Just about 10% of family businesses pass to the grandchildren’s

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Planning Your Family Business Legacy in York, Pennsylvania

Planning Your Family Business Legacy in York, Pennsylvania

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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