One element of estate planning that is little discussed but can be very useful is the Letter of Intent. Generally contained within an estate plan,
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Art – In the Eye of the Beholder? / York, PA
The value of a particular work of art depends on various objective and subjective factors, which often lead to varying opinions as to the work's
Think Twice: Trusts as IRA Beneficiaries? / York, PA
Consider the consequences of using a trust as an IRA beneficiary carefully. Make sure the results are what you would want for your spouse or
Preventing Inheritance Wars / York, PA
The specifics don’t matter: where inheritance is concerned, both in terms of monetary value and sentimental value, emotions can run high – and the fallout
Is this a Hot Time to Sell Your Business? / York, PA
If you’re a business owner, chances are good you’ll get some of those calls [from potential buyers of the business] too. The M&A market is
Wills, IRAs and Inheritance Pitfalls
Most people aren’t aware that their wills don’t have the final say concerning assets held in retirement accounts — 401(k) plans and individual retirement accounts
Test Tube Babies and Estate Planning / York, PA
The illegitimate child who emerges from obscurity to claim a family inheritance is a staple of Victorian melodrama. Today, some families are grappling with a
Of Capital Gains and Inherited Stock / York, PA
My uncle died a few months ago and left me some stock he purchased in the 1970s. I’d like to sell some of it, but
Protecting Your Assets with a Nevada Trust / York, PA
“Are you interested in protecting your assets? I recently interviewed Provident Trust Group’s Neil Schoenblum, a Senior Trust Officer based in Nevada, on the value
Dementia and Family Finances: the Glass Half Empty and the Need for Planning Early / York, PA
I’m a big believer that both spouses, or partners, of a couple be intimately familiar with their household’s finances and investments. But an eye-opening study
Planning When the Sky is the Limit / York, PA
For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma
The Great Retirement and Estate Planning Balance, and the Great Roth IRA / York, PA
If you have a variety of accounts, such as a taxable brokerage account, a 401(k) or traditional individual retirement account and a Roth IRA, which