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Retirement Planning: Start Now! / York, PA

Retirement Planning: Start Now! / York, PA

There are a lot of books on retirement planning. I attempt to find ones that will cut through the clutter of confusion and help reduce

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Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA

Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA

It's no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. She outlined her wishes in her 2012

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Baby Boomers, Pay Attention! / York, PA

Baby Boomers, Pay Attention! / York, PA

When planning for retirement, boomers need to consider two scenarios: what happens to their estate when they die, and what happens to the estate if

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Don’t Get Scammed! / York, PA

Don’t Get Scammed! / York, PA

Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.

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What Happens to Your Digital Assets When You Die? / York, PA

What Happens to Your Digital Assets When You Die? / York, PA

Can you bequeath your iTunes collection in your will? Does anyone know you have Bitcoins or money in a PayPal account? If you’ve accumulated virtual

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What If …? / York, PA

What If …? / York, PA

A 39-year-old married man with two young children has an extremely successful career. One day he started to feel unwell. Eventual checkups led to a

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Lauren Bacall Had an Estate Plan with a Happy Ending / York, PA

Lauren Bacall Had an Estate Plan with a Happy Ending / York, PA

The coverage of Lauren Bacall's death last week has been like paging through a scrapbook of the Golden Age of Hollywood — where she was

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The Federal Government Releases the Elder Justice Roadmap / York, PA

The Federal Government Releases the Elder Justice Roadmap / York, PA

The federal government has introduced a major new initiative to combat rising abuse and exploitation of the elderly — the “Elder Justice Roadmap,” a comprehensive

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Medicare and Medicaid and What They Mean for You / York, PA

Medicare and Medicaid and What They Mean for You / York, PA

Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both programs provide health coverage, but Medicare is an “entitlement” program, meaning

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Do I Really Need a Will? Answer: YES! / York, PA

Do I Really Need a Will? Answer: YES! / York, PA

Really? Haven't we covered this enough? If you don't have a will, you're probably thinking, “my situation is pretty straight forward.” So how basic does

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A Checklist for When a Loved One Passes Away / York, PA

A Checklist for When a Loved One Passes Away / York, PA

Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. Have

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RMDs, Tax Rates, and Your Children / York, PA

RMDs, Tax Rates, and Your Children / York, PA

Many individuals have substantial IRAs, yet they have no need to tap the account for retirement income. Generally, they’ll take only required minimum distributions (RMDs)

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